October 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 |
November 2025
Clocks change this Sunday morning, meaning it will get dark earlier. We have to be more aware of children walking and running while we are driving. |
Record Charitable Giving in 2024
U.S. charities received a record $592.5 billion in 2024, driven by a strong stock market and healthy economy.
Balancing Life in the Sandwich Generation
It’s important to find balance when caring for children and aging parents.
Finish the Year Strong by Considering These Tax Moves
As 2025 comes to a close, now may be the ideal time to review your tax strategy and find potential opportunities.
Beneficiary Designations: Who Gets the Money?
Confirming and updating your beneficiary designations can help prevent unintended outcomes for your estate.
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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 Tuesday, October 28th, 2025 at 12:23 pm.
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