April 2023 Newsletter

James Carroll's Profile Picture James Carroll, CPA

James Carroll, CPA L.L.C.
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James Carroll, CPA L.L.C.

Planning Your Financial Future

APRIL 2023

If you owe taxes after getting your return prepared, you may want to check with your financial advisor to see if there are any investments that you could sell now and generate some losses to offset some of those gains.

How Changing Shelter Costs Influence Inflation

Fast-rising U.S. shelter costs were the top driver of inflation in 2022, which may be a trend that has already shifted.

Take a look

Social Security Offers Benefits from Birth Through Old Age

Social Security is much more than a retirement program. Most Americans are protected by Social Security throughout their lives.

Take a look

Diversifying with Market Caps

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

Take a look

Keep an Eye Out for IRS-Related Scams

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

Take a look

James Carroll's Profile Picture

James Carroll, CPA
James Carroll, CPA L.L.C.
109 Church Road
Owings Mills, MD 21117
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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 Advisor Solutions Copyright 2023.

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This entry was posted on Saturday, April 1st, 2023 at 3:56 pm. Both comments and pings are currently closed.

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