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

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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

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ELECTION SEASON PART 2 – WHICH IS BETTER?

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

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ELECTION SEASON PART 1 – MITT ROMNEY’S TAX POLICY

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

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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

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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

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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

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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

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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

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