November 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


As we head toward year-end, you may want to think about deductible charitable donations, deductible IRA deductions, and other year-end strategies.

Then and Now

Twenty years ago, how different were mortgage interest rates, the unemployment rate, and other financial measures?

Take a look

Much Ado About RMDs

From the age at which retirees must begin tapping their retirement savings accounts to the penalty associated with mistakes, the SECURE 2.0 Act included several key changes for required minimum distributions.

Take a look

Year-End 2023 Tax Tips

Here are some things to consider as you weigh potential tax moves between now and the end of the year.

Take a look

Medical Debt and Your Credit Report

Fortunately for consumers, there have been changes to the way medical debt is reported on credit reports.

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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This entry was posted on Tuesday, October 31st, 2023 at 9:01 am. Both comments and pings are currently closed.

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