February 2026 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

February 2026

This cold weather is no joke! Stay safe out there. Dress warm, and be wary of people walking in the street to avoid ice-covered sidewalks.

How Does Your Income Compare?

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

Take a look

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.

Take a look

Key Retirement and Tax Numbers for 2026

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

Take a look

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.

Take a look
James Carroll's Profile Picture
James Carroll, CPA
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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 2026.

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This entry was posted on Wednesday, February 4th, 2026 at 11:21 am. Both comments and pings are currently closed.

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