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Category Archives: Commentary
NEW YEAR’S RESOLUTIONS – PT 1
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
TEACH YOUR TEENS FINANCIAL RESPONSIBILITY WITH PASS CARD
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
Take Me To Your Leader (and Manager and Supervisor and Coach and Mentor)
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
PART II: A PROFESSIONAL CRITIQUE OF MITT ROMNEY’S 2011 and 2010 TAX RETURNS
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
A PROFESSIONAL CRITIQUE OF MITT ROMNEY’S 2011 and 2010 TAX RETURNS
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
MONEY – Part IV
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
MONEY – Part III
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
NEW YEAR’S RESOLUTIONS – PT 2
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 →