Category Archives: Commentary

NEW YEAR’S RESOLUTIONS – PT 2

Posted on January 24, 2013 by Andrew Schwartz, CPA

We’re continuing with our series on New Year’s resolutions that you can do to improve your finances. Be sure to read Part 1 for extra tips! Pay Down Those Credit Cards If you owe money on your credit cards, determine … Continue reading →

Posted in Commentary, Planning, Savings | Tagged Adjusted gross income, Andrew Schwartz, Individual Retirement Account, Microsoft Excel, Pension, Roth, Roth IRA, schwartz & schwartz cpas, Schwartz and Schwartz, SEP-IRA, Tax | Leave a comment

NEW YEAR’S RESOLUTIONS – PT 1

Posted on January 17, 2013 by Andrew Schwartz, CPA

There might be a lot of uncertainty surrounding the tax rules these days. Don’t use that uncertainty as an excuse to avoid trying to improve your personal finances. What better time to make some resolutions for 2013 than New Year’s … Continue reading →

Posted in Commentary, Miscellaneous, Savings | Tagged Andrew Schwartz, Home, IRS tax forms, Itemized deduction, Microsoft Excel, Mortgage loan, New Year, New Years Resolution, schwartz & schwartz cpas, Schwartz and Schwartz, Tax | 1 Comment

TEACH YOUR TEENS FINANCIAL RESPONSIBILITY WITH PASS CARD

Posted on January 10, 2013 by Andrew Schwartz, CPA

I’m a CPA and my wife is a CFP (Certified Financial Planner). Even so, I think together we’ve done a lousy job teaching our two kids – Jonathan (age 14) and Lizzie (age 13) – much about personal finances. We … Continue reading →

Posted in Commentary, Planning, Savings | Tagged American Express, Andrew Schwartz, ATM, Automated teller machine, BillMyParents, Credit card, Money, Money Management, schwartz & schwartz cpas, Schwartz and Schwartz, Stored-value card | Leave a comment

ELECTION SEASON PART 2 – WHICH IS BETTER?

Posted on September 25, 2012 by Andrew Schwartz, CPA

By Andrew D. Schwartz, CPA In my first post, I looked at Mitt Romney’s tax policy based on information posted on his campaign’s official website. Today, I’ll look at the President’s rebuttal and which candidate’s tax policy makes the most … Continue reading →

Posted in Commentary | Tagged Andrew Schwartz, BarackObama, Buffett Rule, Congress, Obama, Small business, Tax, Tax cut, United States | Leave a comment

ELECTION SEASON PART 1 – MITT ROMNEY’S TAX POLICY

Posted on September 20, 2012 by Andrew Schwartz, CPA

By Andrew D. Schwartz, CPA Election season is upon us and the voting is just a two months away. Let’s take a look at Mitt Romney’s tax policy based on information posted on his campaign’s official website, http://www.mittromney.com. Extend the Bush Tax Cuts: … Continue reading →

Posted in Commentary | Tagged Andrew Schwartz, Barack Obama, Buffett Rule, Congress, George W. Bush, Mitt Romney, Obama, Romney, Tax Reform Act of 1986 | 1 Comment

Take Me To Your Leader (and Manager and Supervisor and Coach and Mentor)

Posted on July 5, 2012 by Andrew Schwartz, CPA

By Andrew D. Schwartz, CPA At my firm this year, we instituted a Book Club for the first time. We are currently reading The 7 Habits of Highly Effective People by Stephen R Covey. We are scheduled to discuss one … Continue reading →

Posted in Commentary | Tagged Andrew Schwartz, Leadership, Stephen R Covey, The Seven Habits of Highly Effective People | Leave a comment

PART II: A PROFESSIONAL CRITIQUE OF MITT ROMNEY’S 2011 and 2010 TAX RETURNS

Posted on February 3, 2012 by Andrew Schwartz, CPA

By Andrew Schwartz, CPA Last month, Presidential Candidate Mitt Romney released his 2011 and 2010 tax returns to the public. You can download a complete copy of these federal tax returns at: 2011 Federal Tax Return 2010 Federal Tax Return … Continue reading →

Posted in Commentary | Tagged Andrew Schwartz, Mitt Romney, Tax returns | Leave a comment

A PROFESSIONAL CRITIQUE OF MITT ROMNEY’S 2011 and 2010 TAX RETURNS

Posted on February 2, 2012 by Andrew Schwartz, CPA

Posted in Commentary | Tagged Andrew Schwartz, Mitt Romney, Tax returns | 1 Comment

MONEY – Part IV

Posted on January 26, 2012 by Andrew Schwartz, CPA

By Andrew Schwartz, CPA Read Part I of this series: MONEY – Find Some Money or Part II: MONEY – Save Some or Part III: Money – Give some Away Read About Money: Check out a list of 37 Must Read Books for … Continue reading →

Posted in Commentary | Tagged Andrew Schwartz | Leave a comment

MONEY – Part III

Posted on January 25, 2012 by Andrew Schwartz, CPA

By Andrew Schwartz, CPA Read Part I of this series: MONEY – Find Some Money or Part II: MONEY – Save Some Spend Some Money: Certain itemized deductions are only allowable to the extent they exceed a percentage of your income. For … Continue reading →

Posted in Commentary | Tagged Andrew Schwartz | 1 Comment