Taxes and Investing

The Master Archive!

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Inflection Point

By Keith Schroeder / August 18, 2017 / 12 Comments

The past week has been an interesting one around the Wealthy Accountant world and all I can think of to explain it is. . . Put up or shut up. The best way to tell this story is to go back to the beginning. Long time readers know I opened shop without knowing I opened…

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It Pays to Have a Hobby

By Keith Schroeder / April 12, 2017 / 13 Comments

The demographic reading this blog does the things necessary to retire early. The same demographic believes in a side hustle to retire even earlier or to fill time once work becomes an elective. These facts make hobby rules an important consideration. The tax law has a massive loophole few use. Accountants in the room will…

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Never Miss a Charitable Deduction Again

By Keith Schroeder / March 31, 2017 / 8 Comments

The Wealthy Accountant is turning into a vibrant community. Readers share their stories helping me do my job of teaching you, kind readers, how to live a joyful life without money problems. Readers also do things your favorite accountant cannot. For example, you would never ask me anything about IT. On my best days I…

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Applying Cost Segregation on a Tax Return

By Keith Schroeder / March 27, 2017 / 0 Comments

A few weeks ago I wrote about the massive tax benefits to investment property owners and business owners who also own commercial real estate using a cost segregation study. Some of you took me up on the offer and now are up for a significant tax reduction. Then the problems started. I didn’t anticipate the…

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Stop Paying Your Quarterly Estimated Taxes!

By Keith Schroeder / March 22, 2017 / 1 Comment

  When life is good the revenuers have a way of raining on the parade. A large year-end bonus, mutual fund distribution, or large year-end sale at your business can crimp your tax situation in more than one way. A quick call to your accountant gives you the answer: Make an estimated tax payment. But…

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Why Trade Wars Never Work

By Keith Schroeder / March 17, 2017 / 1 Comment

An old nemesis has returned to the United States and other nations around the planet: protectionism. These leaders, and the voters who bought their snake oil, falsely believe protecting their borders by building walls, taxing imports, claiming currency manipulation and threatening to dissolve trade agreements will bring jobs back home. They’re wrong. What these well-intentioned…

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Here is How You Can Piss Off Donald Trump

By Keith Schroeder / March 3, 2017 / 9 Comments

Disclaimer: This is not a political rant! The time is ripe for this message and Trump happens to be President. It is meant as satire wrapped around a serious message you must follow or suffer the financial consequences. Nothing is more fun than good times. The recent run in the stock market in nothing short…

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Get a $100,000 Gift from the IRS Using Cost Segregation

By Keith Schroeder / March 1, 2017 / 10 Comments

In the past I shared ideas that saved you $10,000 or more per year. I also shared numerous other ways to reduce your tax burden by smaller amounts. And, of course, retirement accounts and the Health Savings Account provide plenty of tax reducing power, too. That is all small change compared to what I share…

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