November Newsletter 2022

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


We are rapidly approaching the end of the year. Think about the potential for 4th quarter estimated tax payments for those that are self-employed, and potential year-end tax savings opportunities.

Charitable Giving Remained Flat in 2021

Individuals, foundations, bequests, and corporations donated nearly half a trillion dollars in 2021.

Take a look

Sectors: Overweight, Underweight, or Just Right?

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

Take a look

Year-End 2022 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

Is It Time to Buy an Electric Vehicle?

Record-breaking fuel prices may have you thinking about buying an electric vehicle sooner rather than later.

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 2022.

This entry was posted on Tuesday, November 1st, 2022 at 10:13 am. Both comments and pings are currently closed.

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