July 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

JULY 2023

As we approach the July 4th holiday, be safe; especially if you are handling sparklers and fireworks. Enjoy yourself, but take care of yourself and others.

More Americans Embrace the Cashless Economy

A growing number of Americans are going “cashless” for everyday purchases.

Take a look

Give Your Money a Midyear Checkup

Mid-year is an ideal time to take a close look at your finances.

Take a look

Mutual Funds: What’s in Your Portfolio?

Mutual funds offer a convenient way to participate in a wide range of market activity.

Take a look

Home Energy Tax Credits

Two tax credits are available for the installation of energy efficient or clean energy property in your home.

Take a look

James Carroll's Profile Picture

James Carroll, CPA
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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