May 28th, 2025
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James Carroll, CPA
James Carroll, CPA L.L.C.
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James Carroll, CPA L.L.C.
Planning Your Financial Future |
June 2025
June is approaching, and the end of school is almost here. Be careful when driving your car. Children do not always look one way (let alone both ways) when crossing the street. |
State and Local Sales Tax Across the Map
Here are some interesting facts about state and local sales tax rates.

Will You Pay a Medicare Surcharge?
If your income exceeds certain limits, you could pay a higher premium for Medicare.

Fine-Tuning with Sector Funds
Understanding the sector balance of your portfolio may reveal risks and opportunities.

Peer-to-Peer Payments Are Popular, but Be Careful
Making a peer-to-peer (P2P) payment is a convenient way to send money, but what happens when something goes wrong?

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James Carroll, CPA
Member
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 Wednesday, May 28th, 2025 at 1:51 pm.
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