Commentary, Miscellaneous, Savings

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 Day? Last January 1st, did you make any resolutions concerning your personal finances? If so,… Continue reading NEW YEAR’S RESOLUTIONS – PT 1

Commentary, Planning, Savings

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 have also done little to help them learn anything about exercising fiscal discipline. Over the… Continue reading TEACH YOUR TEENS FINANCIAL RESPONSIBILITY WITH PASS CARD

Commentary

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 sense, IMHO. President Obama's Rebuttal: There actually isn't very much information about Obama's tax policy… Continue reading ELECTION SEASON PART 2 – WHICH IS BETTER?

Commentary

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: If Congress doesn't act by the end of the year, the 2001 Bush tax cuts… Continue reading ELECTION SEASON PART 1 – MITT ROMNEY’S TAX POLICY

Commentary

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 habit per month for the remainder of the year.  I highly recommend that you read… Continue reading Take Me To Your Leader (and Manager and Supervisor and Coach and Mentor)

Commentary

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 Here is a continuation of what I observed upon reviewing his returns (Read Part 1): The total… Continue reading PART II: A PROFESSIONAL CRITIQUE OF MITT ROMNEY’S 2011 and 2010 TAX RETURNS

Commentary

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 Here is  what I observed upon reviewing his returns: Mitt Romney reported gross income of… Continue reading A PROFESSIONAL CRITIQUE OF MITT ROMNEY’S 2011 and 2010 TAX RETURNS