June 2025 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

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.

Take a look

Will You Pay a Medicare Surcharge?

If your income exceeds certain limits, you could pay a higher premium for Medicare.

Take a look

Fine-Tuning with Sector Funds

Understanding the sector balance of your portfolio may reveal risks and opportunities.

Take a look

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?

Take a look

James Carroll's Profile Picture

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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