February 2019 Newsletter

James Carroll, CPA L.L.C.

James Carroll, CPA
109 Church Road
Owings Mills, MD 21117

James Carroll, CPA L.L.C.
Planning Your Financial Future February 2019
The New Year is over, the partial shutdown is over (for now), so let’s focus on taxes. Your W-2s and 1099s (and other forms) have either been received, or will be received shortly. Keep all of your paperwork together, so you don’t miss anything. You may forget to give your tax preparer a 1099, but IRS won’t forget to send you a reminder letter if that income is not reported on your 1040 return.
Hidden Gem: HSAs in Retirement
The benefits of a health savings account make it a potentially valuable asset in retirement.
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Tax Scams to Watch Out For
It’s in your best interest to always be vigilant in looking for possible tax scams.
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Know Your Mutual Funds
The following overview describes some basic types of funds in rough order of risk, from lowest to highest.
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How can you lower the costs of owning a vehicle?
Vehicle expenses can take a big bite out of your budget. Fortunately, you may be able to save a lot by reducing three costs.
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Is a vehicle subscription service in your future?
Automakers and start-up companies are betting that today’s generation of drivers will embrace a new model of temporary ownership called a vehicle subscription service.
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Refer a friend
Any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.

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