How Does Your Income Compare?

Almost half of U.S. taxpayers had an adjusted gross income (AGI) of less than $50,000 in 2024.

No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

A financial wellness checkup can help you move closer to financial stability.

Key Retirement and Tax Numbers for 2026

Here are a few key cost-of-living adjustments announced by the IRS for 2026.

Wealthy Colleges Face Expanded Endowment Tax

Starting in 2026, wealthy colleges will face a new tiered tax on the net investment income of their endowments.

Member

James Carroll, CPA L.L.C.

109 Church Road

Owings Mills, MD 21117

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 2026.

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