March Newsletter 2020

James Carroll, CPA L.L.C.

James Carroll, CPA
Member
109 Church Road
Owings Mills, MD 21117
410-356-3479
carrollj@jamescarroll-cpa.com
www.carrollj@jamescarroll-cpa.com

James Carroll, CPA L.L.C.
Planning Your Financial Future March 2020
The middle of tax season is here. Don’t wait until the last minute. This can cause errors.
Due Date Approaches for 2019 Federal Income Tax Returns
Federal income tax filing season is here again. The filing deadline for individuals is Wednesday, April 15, 2020.
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Is It Time to Review Your IRA Estate Planning Strategies?
The Setting Every Community Up for Retirement Enhancement Act, which was passed as part of a bigger spending package at the end of 2019, included a provision that may warrant special attention from high-value IRA owners.
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Spring Cleaning Your Way to Better Finances
Springtime is a good time to clean out the cobwebs, and not just in your home or apartment. Your personal finances can benefit from a good spring cleaning, too.
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Is there any way to stop getting unwanted robocalls?
Robocalls are often used by criminals to collect consumers’ personal and financial information and/or conduct various scams.
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How can I avoid becoming a victim of a social engineering scam?
Protect yourself from falling for a social engineering scam by following these tips.
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Refer a friend
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 2020.

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