Jon Gassman @JonGassman
life is 👍 | CEO of GFG. jaygassman on IG| Financîal & tax advisor, philanthropy, backgammon, beach, foodie, peloton New York City Joined June 2011-
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Journaling Prompts for a Transformative Year intelligentchange.com/blogs/read/jou…
Opinion: The realization about the IRS that the GOP needs to have - CNN apple.news/ANvbRSc4UQ-q05…
#IRA distribution time news.bloombergtax.com/tax-insights-a…
#lifeinsurance is an interesting tool insurancenewsnet.com/innarticle/7-r…
This Is The Legal Way to Avoid Paying Sales Tax on a Used Car finance.yahoo.com/news/legal-way…
50 (Short) Rules For Life From The Stoics - RyanHoliday.net ryanholiday.net/50-short-rules… #LifeLessons #productivity #motiviation #inspiration #personalgrowth
What do you do when #ghosted ? news.bloombergtax.com/tax-insights-a…
The Housing Market Is Slowing. Just Look at Lumber Prices. - Barron's apple.news/A8DVvp8j2Q4aPb…
U.S. rents surge, leaving behind generation of younger workers - Reuters apple.news/AYRnIDlpTQpKWd…
There are now 210 U.S. housing markets at risk of 15% to 20% home price declines, says Moody’s fortune.com/2022/09/13/210…
Combining passion ans mission this is #estateplanning and #philanthropic planning all combined. Great story. www-nytimes-com.cdn.ampproject.org/c/s/www.nytime…
How To Achieve Work-Life Balance While Pursuing A Major Goal #worklifebalance bustle.com/wellness/how-t…
Jennifer Lee Wilson (.. @JenLeeWilson
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Procrastinating "is the biggest waste of life," the Stoic philosopher Seneca wrote. "It snatches away each day...and denies us the present by promising the future." Want to stop wasting your life? Here are 8 Stoic tactics to beat procrastination:
I meditated 15 hours a day for 6 months straight with one of the toughest Buddhist monks on the planet. Here's what I learned:
Pay the taxes of life gladly: Not just from the government. Annoying people are a tax on being outside your house. Delays are a tax on travel. Haters are a tax on having a YouTube channel. There’s a tax on everything in life. You can whine. Or you can pay them gladly.
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What are some of the worst assumptions made against tax pros by their clients? I'll start: You prepared the return therefore you are 100% responsible for this IRS notice. You prepared the return therefore you are now my personal tax adviser free of charge.
Is it hard to feel motivated to take better care of yourself? Try some of these easy, creative suggestions to boost your well-being. bit.ly/3iu7fie
Banks are like gas stations. Quick to change prices/rates when things move against them. Not so quick to make the same adjustments when things become more favorable to the end-consumer.
If there was a small group retreat for solo RIA owners: -In the mountains -Guest speakers (zoom or person) -Brainstorming -Talking shop -Overcoming challenges -Enjoying the outdoors -Leaving w/ tons of notes to get your biz into the next gear Would you be interested?
My two top tips for managing anxiety during tax season are microdosing edibles before bed and only preparing returns to Disney music #TaxTwitter
We had a client do some angel investing in 2021. She got her K-1s (you know, docs necessary to do your tax returns) on March 31. When you invest in anything other than a boring ol' ETF, mutual fund, or stock, do you know if you're creating a tax nightmare for yourself?
@JonGassman Yup and require it of the team too. Extreme cases are in real time. Abuse is not tolerated. Ever.
@JonGassman I do. I have a small list going. But, I fired my absolute worst clients 3 years ago. So any new additions to the list are just bad fits, low realization and I have to find the right time and words.
@yoyo101010 @JonGassman Mine this year include those rude to admin and basically yours.
@JonGassman Have done that for years. It worked well. The list is almost unpopulated this season.
@JonGassman I started the fire list a couple of weeks ago.
@JonGassman Honestly, I’m at the terminating them as I go stage.