March 2023

Your 2023 Tax Filing Season To-Do List

Submitted by 360Blue Financial Strategies on March 20th, 2023

Tax season is officially here. If you haven’t already done so, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may reduce the risk of costly errors.

You've Inherited an IRA. Now What?

Submitted by 360Blue Financial Strategies on March 13th, 2023

If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions ⁠— what are the next steps and what happens now?

Estate Taxes May Be Amended Soon

Submitted by 360Blue Financial Strategies on March 6th, 2023

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes.

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March 2023

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