Taxes and Investing

The Master Archive!

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Blogging and Taxes with the New Tax Bill

By Keith Schroeder / January 15, 2018 / 22 Comments

Bloggers often miss many opportunities when organizing their taxes. Writing on a regular schedule occupies a large part of the creative artist’s time. Taxes frequently become an afterthought.

Over the last two year several bloggers have approached me to review their tax situation.

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When Claiming Fake Deductions is Legal

By Keith Schroeder / January 8, 2018 / 4 Comments

Google has a neat feature called Alerts. This feature allows you to get a daily update on any topic you desire. The setup process is so simple even an accountant like me can do it without a problem. Once set up Google scans the internet, news and social media for mentions of your selected topic/s.…

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Tax Law Changes You Haven’t Heard

By Keith Schroeder / January 5, 2018 / 29 Comments

Plenty has been written about the recent tax bill. Most news reports repeat the same information. I want to expand on what is widely known to include some lesser opportunities to reduce taxes and pitfalls most people (and many tax professionals) are unaware of. This post will cover a wide variety of tax issues that…

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The Pay It Forward Revolution

By Keith Schroeder / December 29, 2017 / 10 Comments

I can clearly remember the first time I heard about the Pay it Forward philosophy. The year was 2002; the location Schenectady, New York; the event Albacon. Back in those days Mrs. Accountant and I were groupies of the science fiction convention circuit. The insanity only lasted a few years, but it was a fun…

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Special Report: Beat the Tax Law Change by Prepaying State Taxes

By Keith Schroeder / December 27, 2017 / 34 Comments

The recently passed tax bill signed by the President is the largest change to the way Americans and businesses are taxed in over 20 years. Starting January 1, 2018 the new rules take effect, but there are several considerations before we retire 2017. The biggest issues involve the changes to itemizing and the limitations placed…

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2017 Tax Bill: Small Business is Punished for Raising Wages

By Keith Schroeder / December 22, 2017 / 26 Comments

Normally I don’t like to comment on a tax bill before it becomes law, hence the reason I’ve only commented once on the current bill as it wound its way through the halls and committees of Congress. Now that the bill is sitting on the President’s desk awaiting his signature I’m comfortable opening a dialog…

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The Slow DRIP to Massive Wealth

By Keith Schroeder / December 15, 2017 / 21 Comments

Back in the 1980s and 90s a company advertised heavily promoting dividend reinvestment plans (DRIPs). The commercial looked like a staged radio show with a woman telling the audience no one has an incentive to promote these great programs to invest in the biggest companies in America. I don’t know if the companies with DRIPs…

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Prioritizing Tax Benefits

By Keith Schroeder / December 13, 2017 / 19 Comments

Two kinds of clients scare me most. The first ask me as they pick up their tax return what they can do to lower their tax bill. The other requires a pry bar to get complete information out of them during the year. Each of these clients scares me because I can’t give them a…

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