April 1st, 2023
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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.
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.
Diversifying with Market Caps
Holding stocks in companies of varied sizes could help diversify the stock portion of your portfolio.
Keep an Eye Out for IRS-Related Scams
It’s important to keep an eye out for tax scams.
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James Carroll, CPA
Member
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.
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