Fortunately And Unfortunately

Heading to the lodge this week I had a clear cut set of objectives that I needed to address with a number of the brothers who would be in attendance. There have been a few item that have come up over the last week that needed to be worked on immediately and a number of scheduling matters that had to be taken care of so nothing was overlooked heading into the summer. With these projects in place and the responsibilities coordinated, it would afford me the time to take care of a few other tasks so that we could have a clean slate after the stated meeting.

After sitting in an inordinate amount of traffic on my way down and saying goodnight to my son over the phone, I arrived at the lodge with a number of brothers already gathered around one of the dining tables taking care of business. Certainly a welcomed sight knowing all that needed to get done. While I did arrive a touch later than usual, by the time I set my bag down the necessary conversations had already begun. As soon as I sat at the table, I pulled out my laptop and we got to work.

Fortunately and unfortunately, some of the recent difficulties that we have faced earlier in the year have actually put us in a great position to fulfill some of the recent requests made of us by Grand Lodge. This is also why the work that we accomplished last night was quick and highly efficient. There are a few things that still need to be collected but we will certainly be able to submit all the necessary paperwork well before the 45 day deadline. It was actually rather surprised as well as appreciative and impressed by the organization demonstrated by the Trustees of the lodge. Everything was ready to go and transferred to me within minutes.

I had expected this first meeting to be much more drawn out than it was so all the other tasks for the night were handled in a much more casual and also thorough manner allowing me to check and double check regarding a variety of ongoing and new projects. By the time we locked the doors and headed back out to the parking lot I was feeling good about the upcoming meeting and looking forward to the long break over the summer. Hopefully, meetings like the ones I had tonight become more of the norm rather than the exception to the rule which has been the case in previous years.

Taxes… Late Again!

Well, it is that time of year again and as has unfortunately become an annual tradition we have filed an extension on our taxes. I was really hoping to get them done on time this year and had even lined up a new accountant but, with everything that has transpired over the last few months, it just wasn’t going to happen before the deadline. While I have much of the material and receipts set aside for this endeavor, I still need to print out a swath of statements and organize the mountain into the different deduction categories. It is definitely an undertaking that I am still not looking forward to.

The real issue that I am finding now is in the upcoming schedule that doesn’t seem to have too many free moments available to get the work done. Well, at least the next couple of months as the summer should provide enough time to pull everything together. This is a real issue, on the one hand I don’t want to spend the hours preparing the paperwork while on the other I really don’t want to give the government more money than I have to give them. After all, we are the ones that had to work for the money.

However, this rather large dilemma is actually proving to be a good thing as it is forcing me to take the tax proposals on the table by the various presidential candidates into more serious consideration. Essentially, this eliminates those whom I have already seen as a detriment namely both Democrat candidates. Basically, I have to look at what kind of financial position I will find myself in should Trump, Cruz, or Kasich take office. Well, at least what is being proposed… I won’t fully believe any of the ‘plans’ until they are implemented. And, let’s be honest, Kasich is done so I am going to focus on Trump and Cruz.

Simply put, you can go with an overhauled 10% flat tax as proposed by Cruz or a simplified graduated tax rate starting with those earning more than $25,000 ($50,000 for married couple filing jointly). For one, a flat tax is something that is manageable across the board and eliminates much of the overhead associated with the tax system (i.e. it would cut government spending) while a revised system would reduce the tax revenue while doing nothing to reduce the burden of associated overhead. Contrary to what many would want you to believe, the flat tax is sustainable and a sensible approach. Plus, I really don’t have a lot of confidence in someone proposing a tax structure when they themselves have spent years paying as little as possible while declaring bankruptcy many times over.

So, in the end, my support of Senator Cruz has been reaffirmed. It has been a long road getting here (he is the third candidate that I have decided to back) but we are now at the point when he is the one candidate that makes sense to me. Additionally, I like his decision to name a running mate in Carly Fiorina who brings a more moderate voice to the ticket as well as a long track record of executive business experience. Now all we can do is wait and see how the remaining primaries play out and what kind of contest we have during the national convention. It will certainly be interesting.

Digital Cleanup

The office situation at the lodge is pretty obvious to all the brethren who have ventured down into the basement. One thing that they don’t see is just how much digital clutter is accumulated on the weekly, monthly, and annual basis. Not only that but there are other documents and lists that need to be updated and organized in order for me to do my job without pulling my hair out. It is definitely a process but at least I don’t have to actually be at the lodge in order to make progress on this front. It is all on the computer and on the email server which makes it both easier and harder at the same time.

Over the summer I did my best to try and make some headway with the dozens of folders and thousands of unfiled emails but there never seems to be much progress when time is limited and the emails keep coming in. Besides, this project, while important, is well down on the list of things that I need to get done on a monthly basis. However, it seems as though there is now a time limit to this virtual endeavor as there is a new system rolling out in the spring which will switch over everything from what I know to a platform of which I am familiar but with which I do not agree.

At this point it is really a question as to how much work I want to put into this digital cleanup when I am not sure what the transition is going to mean over the next few months. I agree that the other ancillary files on the computer, those not reliant upon the online portal, should and will be updated but what about all the records being housed there? I actually believe that, having had some previous experience with the provider chosen, I should be backing everything up, copying it from the current portal, and hoping that I don’t have to manually input it later. In this highly digital age, there is something to be said about the additional security locally housed data (and hard copies) can provide.

So I guess this is all a roundabout way of saying that while the digital housekeeping will continue, it will be more strategic than productive. We are a fraternity full of history, tradition, and ritual most, if not all, of which relies on the accuracy and completeness of our records. I don’t want to run the risk of losing any of that. Sometimes it is best to stick with the way that things have always been done. At least for now.

Taxes Done?

The past couple of years have made me dread this particular day on the calendar. Having received hefty bills from the federal government and not enough funds to cover the costs, we have filed extensions. Seems like this is the time of year when everyone does some spring cleaning especially the government which likes to clean out your bank account. This year, we have the funds to pay what I am certain will be a ridiculous amount but don’t have the time to pull everything together. The extension streak is alive and now in its third year.

We were actually keeping things organized for much of 2014. This was in large part due to having to pull together all the documents in early fall before that extension ended. It was rather easy to put some of those items aside in a folder designated for the current year. Yep, things were pretty organized by the time December came around.

It really is amazing how cluttered things can get when you move from one place to another. Not the space in which we were living but in the individual boxes where all of our papers and documents were relegated. All of the organized folders seem to blend together in a pile of muddled ink... this reminds me, we have to set aside those receipts from the move. This is only accentuated by the fact that all of the tax forms arrived the following month so now what was once consolidated into one place is now in a few places waiting to be collected again.

Normally it wouldn’t be a problem pulling things together as in the past I have had time to do it. And that is the key. February and March were, to say the least, busy months. With all the hours that I have put in at the office and doing my best to protect the time that I have with my son, there are few minutes remaining during the day when I can take care of all these other projects that keep building up. Time is not being kind at the moment.

It doesn’t help that the days seem to be evaporating before us. Just as we get ready to plan for one thing or another, the pages of the calendar have turned and the time we once had was gone. Other things seem to pop up now and again as well chipping away at the days when we thought we would have a chance to catch our breath. But, as we have done many times over, we will find the time to get the taxes done and hold our breath waiting to hear the final total… hopefully the news will allow us to breathe afterward.