Harbour Trust Newsletter - April 2023

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 IRS Audit Rates Over Time

IRS audit rates on income tax returns have fallen since 2010, a pattern that could reverse as the agency ramps up enforcement. 



Diversifying with Market Caps

Holding stocks in companies of varied sized could help diversify the stock portion of your portfolio. 



Due Date Approaches for 2022 Federal Income Tax Returns

 Federal income tax filing season is here again. The filing deadline for individuals is Tuesday, Apri 18, 2023.



Keep an Eye Out for IRS-Related Scams

 It's important to keep an eye out for tax scams. 

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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of IN. No offers may be made or accepted from any resident outside the specific states referenced.


Prepared by Broadridge Advisor Solutions Copyright 2023.



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