Scrooge Strategy

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49

Guest post: Read this before you file your income taxes!

[Update: Roth IRA amounts corrected below.]
[From Ramit: Since tax season is here, I wanted to write something about the tax issues we face. But since I'm not an expert, I've typically turned to guest posters to help. Last year, David Bergstein answered your tax questions.
This year, I've invited Todd Doerr to guest-post for the [...]

23

Lots of answers about taxes and retirement from David Bergstein, CPA

[Update]: David Bergstein edited his answer to #4 below.
Here is post 3 of 3 from David Bergstein, professional tax analyst and CPA. Below is an overview of how to think about taxes generally, then David’s answers to specific questions from iwillteachyoutoberich readers on this post.
See David’s previous posts here and here.
A special thanks [...]

1

Last 3 tax code giveaways announced

I’ve been featuring a tax Q&A with professional tax analyst and CPA David Bergstein with CompleteTax for the last couple of weeks. See the 100+ questions here and David’s answers here and here.
Part of the deal is also giving away 5 CCH CompleteTax passes for state/federal tax return prep and filing for random people [...]

5

Personalized tax answers for iwillteachyoutoberich readers — Part 2

There is a ton of stuff in David’s tax answers today. He answers the nitty-gritty, telling you exactly what to do, but he also gives valuable high-level advice. He writes, “‘Are you ready to be rich’” means that you have to take fiscal responsibly for your actions – not just work all year and then [...]

1

2 tax-software giveaways announced, 3 more to go

I’m in the middle of doing a tax Q&A with professional tax analyst and CPA David Bergstein with CompleteTax. See the 100+ questions here and David’s first answers here.
Part of the deal is also giving away 5 CCH CompleteTax passes for state/federal tax return prep and filing for random people who ask tax questions.
Today I’m [...]

14

Personalized tax answers for iwillteachyoutoberich readers — Part 1

Last week, I wrote about CPA David Bergstein’s offer to give advice to iwillteachyoutoberich readers’ questions. There are now over 100 questions on that post.
Below is something pretty incredible. We have real questions from iwillteachyoutoberich readers, and then a professional tax analyst/CPA who’s providing his expertise to answer blog readers. Can you imagine this happening [...]

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