James Carroll, CPA L.L.C. Planning Your Financial Future November 2015 November is almost here, which means Thanksgiving is around the corner. Spend time with your family and friends. May your Thanksgiving be truly blessed!! Don’t Forget About Year-End Investment Planning… Read More
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October 2015 Newsletter
James Carroll, CPA L.L.C. Planning Your Financial Future October 2015 Heading into October, and the colder weather is on the way. Check your heating system and change your filters before you turn on the heat. Six Common 401(k) Plan Misconceptions… Read More
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September 2015 Newsletter
James Carroll, CPA L.L.C. Planning Your Financial Future September 2015 September is around the corner. Be careful on the roads as the kids are heading back to school. Stop for school buses. Correlation and Portfolio Performance The concept of correlation… Read More
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August 2015 Newsletter
James Carroll, CPA L.L.C. Planning Your Financial Future August 2015 Where has the Summer gone? August is almost here, and that means back to school shopping. For those that live in MD, the second Sunday of August to the following Saturday is… Read More
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July 2015 Newsletter
James Carroll, CPA L.L.C. Planning Your Financial Future July 2015 The July 4th holiday is almost upon us. Enjoy good times with family and friends. However, please be safe. Handle fireworks and other such items with care! What’s New in the… Read More
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June 2015 Newsletter
James Carroll, CPA L.L.C. Planning Your Financial Future June 2015 May is almost over, June is almost here, and it’s almost time for the AC to get turned on. Check your filters and change if necessary before you hit that… Read More
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May 2015 Newsletter
James Carroll, CPA L.L.C. Planning Your Financial Future May 2015 If you run a non-profit organization, and you operate on a calendar year, your tax return is due May 15th. How Does Divorce Affect Social Security Retirement Benefits? One… Read More
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March 2015 Newsletter
James Carroll, CPA L.L.C. Planning Your Financial Future March 2015 Just a reminder: Corporate returns are due March 15th. Personal and partnership returns are due April 15th. Points to Consider If Your Retirement Goal Seems Out of Reach What if you’re investing… Read More
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February 2015 Newsletter
James Carroll, CPA L.L.C. Planning Your Financial Future February 2015 Time to start gathering all of your tax information; W-2s, 1099s, 1098s, etc. Remember, IRS does not allow you to file a tax return using your last paystub. You need… Read More
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January 2015 Newsletter
Planning Your Financial Future January 2015 Hoping for a wonderful 2015 for all! Happy New Year!!! Healthy Resolutions Can Pay Off (Literally) If you made a New Year’s resolution to improve your health, you may get more bang for your… Read More