January 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

January 2026

Happy New Year! Now is the time to make those financial resolutions. Create a budget. Charge less on credit cards. Add to (or start) a savings account. Start 2026 off right with a plan.

How Will AI Transform the Workplace? Employers Weigh In

Here are six ways AI might affect the workplace in the next five years.

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Keeping Cool in Volatile Markets

Reacting emotionally to market swings can create additional risk that could negatively affect your long-term portfolio performance.

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Q and A on RMDs

The nuances surrounding RMDs from IRAs and work-sponsored retirement plans can be confusing. Here, we help shed light on some common questions.

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Don’t Take the Bait: Top Tax Scams in 2025

The IRS warns taxpayers about potential tax scams in its annual “Dirty Dozen” release.

Take a look
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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 2025.

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This entry was posted on Friday, January 2nd, 2026 at 2:42 pm. Both comments and pings are currently closed.

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