December 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


Year-end is approaching. Review your charitable donations and your IRA contributions, if you are eligible.

Decline in Charitable Giving

Charitable giving dropped in 2022, but Americans still gave almost $500 billion to a wide range of charities.

Take a look

Will You Work Beyond Traditional Retirement Age?

More than seven out of ten workers expect to continue working at least part-time beyond traditional retirement age. If a paycheck is part of your retirement-income strategy, consider both the pros and cons.

Take a look

Understanding Life Insurance

Life insurance can help protect your family financially, but which type best suits your needs?

Take a look

‘Tis the Season for Gift Card Scams

Unfortunately, the popularity of gift cards means that they are also popular with scam artists.

Take a look

James Carroll's Profile Picture

James Carroll, CPA
James Carroll, CPA L.L.C.
109 Church Road
Owings Mills, MD 21117
Company Logo
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 Tuesday, November 28th, 2023 at 3:34 pm. Both comments and pings are currently closed.

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