Tim Steffen @TimSteffenCPA
Assisting @rwbaird Financial Advisors & their clients with tax and financial planning issues. Milwaukee, WI Joined February 2012-
Tweets6K
-
Followers2K
-
Following664
-
Likes3K
Now the details: Join me for the @MichaelKitces Monthly Webinar April 16, 2-3:30 CT, as we discuss the #tax rules of bond investments. Premium, discount, de minimis, etc - we cover them all. CE credit, registration and pricing details are available below. bit.ly/3xlPa0z
Now the details: Join me for the @MichaelKitces Monthly Webinar April 16, 2-3:30 CT, as we discuss the #tax rules of bond investments. Premium, discount, de minimis, etc - we cover them all. CE credit, registration and pricing details are available below. bit.ly/3xlPa0z
Registration is now open for the April @rwbaird Wealth Strategies webinar. Our team of experts will discuss wealth transfer topics such as the estate tax, family dynamics, charitable giving and more. April 17, 12-1 central. bit.ly/3YcIIAY
Thanks to the @kitces team for asking me to do a little thing with them - and for the great SWAG box, too. Hopefully it’s something we can all “bond” over. Details coming soon…
Thanks to the team at @investmentnews for asking me back to write my column again! First one is now available - how to manage your #tax payments to pay as late as possible while avoiding a penalty. bit.ly/3TdOv8J
Director of Advanced Planning @TimSteffenCPA is quoted by @AARP in their recent article “How to Calculate Capital Gains and Losses on Your Tax Return”. bit.ly/3TgvjZk
Thanks to the @rwbaird team in Sun City, AZ for having us speak to clients on the latest in planning...and then hitting a little spring training baseball afterwards!
With most of the TCJA sunsetting in 2026, the clock is ticking on a significant wealth transfer opportunity. We explore the who, what and why in our latest video and article. bit.ly/3uFy0dr
The "checkbook IRA" is a real thing that can lead to real problems if the owner isn't careful. Writing that check means nothing until it's cashed. bit.ly/4bMCqQg
Not so fast filing those tax returns. Congress may not be done finalizing the rules for 2023 yet. Who's hungry for more SALT?
Not so fast filing those tax returns. Congress may not be done finalizing the rules for 2023 yet. Who's hungry for more SALT?
Grateful for another chance to talk taxes with @moneywithkatie, this time for business owners. Structuring your entity, allowable deductions, retirement contributions and more. bit.ly/3uicdZ9
Time to join @moneywithkatie again, this time to talk #tax savings - deductions, credits, dependents and all the other good stuff, plus a warning to use your common sense when you hear about a strategy that doesn't sound quite right... bit.ly/3u5aSEL
The winter edition of @Baird Digest includes 4 key investment themes for 2024, tips on surviving #tax season and how to help your kids weather tough economic times. bit.ly/3QDf4Vc
I’m done. They can all go. Coaches, QB. Time to rebuild. Again. #Bears
Thanks to the team at @moneywithkatie for including me in their recent podcast to discuss when & how to engage a CPA for #tax help. If you think you need help this tax season, the time to look is NOW! bit.ly/3RJmxBb
As we sit here in late 2023, it’s going to be a little bit trickier to plan for tax changes in 2026. Read the highlights from our conversation with @TimSteffenCPA. spr.ly/6019RXb1t
Thanks to @christine_benz and @syouth1 for hosting me on the @MorningstarInc podcast The Long View. We checked a lot of boxes on taxes, investing & more - 54 minutes packed with ideas! bit.ly/3GSXnuG
Year-end planning may be top of mind, but it's not too early to think about 2024. Big inflation adjustments means bigger tax brackets, larger retirement contributions and another increase in the gift tax exemption. bit.ly/3NncyzW
A quiet legislative year out of Washington is good for lots of reasons, but in particular it makes year-end planning easier. We shares some thoughts on that with @MarkSchoeff of @investmentnews. bit.ly/3ThAJ6Q
The @rwbaird 2024 Outlook videos are now available. Hear from @strategasasset on the economy & fiscal policy, and then learn what we're watching next year on the tax and planning side. bit.ly/47LtWqd
I won't pretend to be up on all the hip slang the youngsters use today, but I'd like to think I would be familiar with "the word of the year". Honestly - I've never heard this term before.
I won't pretend to be up on all the hip slang the youngsters use today, but I'd like to think I would be familiar with "the word of the year". Honestly - I've never heard this term before.
Michael Antonelli @BullandBaird
33K Followers 2K Following Mkt Strategist at @rwbaird and author of “Bull and Baird,” a mkt blog. All tweets are opinion, I do not produce research. Chicago MBA [email protected]
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Brian Streig, CPA @cbriancpa
23K Followers 3K Following CPA focusing on tax. Most of my tweets are related to #TaxTwitter or about Austin, Breckenridge, Italy, tattoos, food and my puppy. He/Him 🇮🇹🇺🇸
Christine Benz @christine_benz
32K Followers 1K Following Director of personal finance and retirement planning for Morningstar + co-host of The Long View podcast. Serving up practical financial guidance for the people.
Baird @rwbaird
7K Followers 2K Following Global financial expertise focused on you. Trusted advice and services for individuals, families, institutions and corporations since 1919.
Kelly Phillips Erb @taxgirl
63K Followers 6K Following I share #tax and #law stories for @Forbes. Lawyer, writer, proud mom. Happiest with #coffee ☕ and my kids. Free tax newsletter signup at the link below.
Justin Miller @justinmilleresq
11K Followers 745 Following Bad tax jokes, even worse puns, and some tough tax topics. Evercore National Director of Wealth Planning and Tax Prof. My own opinions. Not legal/tax advice.
Sabrina the SALTy CPA @IraGilligan
13K Followers 2K Following I help tax pros navigate SALT for their clients. Unfiltered content. #ADHD and thriving. #TaxTwitter. Matt Club Member.
Alicyn McLeod @AtlantaTax
6K Followers 718 Following CPA, CFP® | Accountant, tax advisor, wealth manager | she/her
Lorilyn Wilson, CPA @LorilynWilson
16K Followers 747 Following CPA | Owner Lake Oswego Tax | Recovering D1 Athlete (Go Blue) | I also help accountants create content on social media | Honorary Matt
Nicole Davis @wifemomcpa100
14K Followers 2K Following Wife to 1, mom to 5 & CPA to many | Speaker | Coach | I share my journey of being a firm owner with the hubs & 5 children | Forbes Top 200 CPAs | #WomenTalking
Willie Delwiche, CMT,.. @WillieDelwiche
21K Followers 301 Following @HiMountResearch founder | Teaching Econ/Finance at @insidewlc | Urban farmer & vintner "To recognize the significant in the factual is wisdom." D. Bonhoeffer
Matthew J. Cordes, EA @cordes_tax
8K Followers 3K Following Husband. Father. Small town tax pro. Fan of smoked meats, #DadJokes & #TaxTwitter Tweets≠tax advice. Millennial Boomer. #FreshPAC2024 - Micah 6:8
Deborah Fox, CPA @DebFoxFinancial
7K Followers 5K Following Dual Licensed CPA in Texas and in Florida. Tax Focused because it can save money for everyone. Teaches IRS Compliance & Strategy for new Small Business Owners.
Dan Herron @fintaxdude
5K Followers 4K Following A dude trying to simplify investing, retirement & taxes for all. CPA/PFS, CFP® Principal of BBFS Inc & Elemental Wealth Advisors.
Ashley the CPA 🌿 @seattle_tax
8K Followers 610 Following Microsoft MVP - BizApps and MS365. I talk about trusts, taxation and technology, not necessarily in that order. Actively trying to give AI my job.
Phyllis Jo Kubey @PKubeyEA
4K Followers 2K Following I am an Enrolled Agent passionate about helping taxpayers navigate our complex tax system. Also, Juilliard MM (voice) + Certified Alexander Technique teacher.
Mountain West Tax, CP.. @mountainwesttax
8K Followers 3K Following Building a tax firm in Denver, CO
Carolyn McClanahan @CarolynMcC
18K Followers 3K Following Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @BarronsOnline @Forbes
Jeanne @JLWCPA2
3K Followers 1K Following Mom, caregiver, CPA. Specialties are estates and trusts. CA & WA. 🌺gardener. ⚾️ fan. Amateur photog of birds & sunsets. Wear your life jacket.
Dusti Sprenkle @dus_sprenkl
69 Followers 5K Following
Cedar Point Capital P.. @CPC_Partners
24 Followers 101 Following Fee-Only Wealth Management Firm & Registered Investment Adviser. Let’s Grow Together. Disclosures: https://t.co/BO8PEhOHss
Sophia @ABkureekkad
89 Followers 126 Following “Women, like men, should try to do the impossible. And when they fail, their failure should be a challenge to others”✌🏻❤️😍
Dale Mitchell @Rob_thinks
99 Followers 442 Following Made in the USA. 100% American & I piss excellence.
Paul Hancock, CFP® @Paul_Hanc
114 Followers 122 Following
Paula Minari @paula_mina91135
67 Followers 5K Following
Tindorr @0xTindorr_
153 Followers 1K Following Crypto Narratives & Alphas & Investment Strategies | Educate my network | Check my threads in "Highlights"& Raw thoughts on TG: https://t.co/ylRjXT7Mpd
patrick Seitz @Dennosmalls
543 Followers 2K Following Senior writer for investor business Daily, @IBDinvestor, covering personal technology, including PCs, consumer electronics and video games.
Aleah Wojciechowski @AleahWojci62481
34 Followers 2K Following Aleah ~ Biggest crypto casino presale👇
Annie 🍓 @Annie_Keely7153
21 Followers 260 Following Fiery tеmptress always crаving intimate еncounters
Esmeralda Barbato @BarbatEsmerald
13 Followers 2K Following 💎Esmeralda / Earn your own Crypt$ casino👇
BlueMoon8880888 @BlueMoon8880888
166 Followers 500 Following
Tamica Shelley @tamic_shell
26 Followers 2K Following Tamica . 23 . Crazy Presale of crypto casino👇🍓
Raylee Wharton @RWharton55581
22 Followers 2K Following 🌐Raylee | 23 | Crazy Presale of crypto casino👇🥕
Davis Willam @davissagenext
74 Followers 1K Following We help CPAs, Accountants, and Small and Medium Businesses to Grow Using Cloud | Modernizing Operations Through Hosting Innovations
Christopher Jackson @ChrisJacksonLaw
242 Followers 1K Following Personal Injury Attorney, Car Accidents, Truck Wrecks, Motorcycle Crashes, Slip & Fall Injury Lawyer in Covington, KY practicing in Kentucky and Ohio.
destiny @destiny12760582
30 Followers 2K Following
Christeen Lannier @ChristeenL25208
31 Followers 5K Following
Alexa Cucino @alexa_cuc
14 Followers 3K Following
Smecki @Smecki252816
16 Followers 1K Following
Eva Delosreyes @Delosreyes94661
31 Followers 5K Following
anna elea @annaelea87
26 Followers 564 Following Remember that you have extraordinary strength and potential to achieve your dreams.
Miranda Roderiques @MiranRoderiqu
47 Followers 5K Following
Avani Hamson @AvaniHamso90967
62 Followers 5K Following
Zainab Prokop @ZaiProko
76 Followers 5K Following
Demi-leigh Boyland @boyl_lei
48 Followers 5K Following
Doretta Nilsby @DNilsb
42 Followers 4K Following
Sue Eakles @SEakles44028
38 Followers 5K Following
Money with Katie @moneywithkatie
34K Followers 696 Following I write about money. 🤘🏼 Subscribe to the Money with Katie newsletter from @morningbrew. 👇🏼
Jack Adam @jackadamCPA
27 Followers 667 Following We help CPAs, Accountants, and Small and Medium Businesses to Grow Using Cloud | Modernizing Operations Through Hosting Innovations
Anant Agarwal @anant_agarwal
363 Followers 1K Following Engineering @ Instacart 🥕| ex-VMware Opinions my own.
Andrew Leahey (@andre.. @leahey
1K Followers 3K Following Adjunct Prof @drexelklinelaw, Tax/Tech Attorney and Writer. Columnist @tax. Contributions lotsa places. mastodon:[email protected] (he/him)
md mohashin @mohashin707
345 Followers 4K Following Bookkeeper for small and medium-sized businesses | Quickbooks & Xero Certified I MBA- Finance I CA-CC, ICAB
Suwhaez @suwhaez73679
5 Followers 404 Following
Deepak Tiwari @deep_sage
303 Followers 2K Following CEO | Tech Specialist for Tax and Accounting | Cloud | Working with 10K CPA Firms | Forbes Council : Member
Tulsian Overseas @TO_Accounting
40 Followers 980 Following Tulsian Overseas is a leading tax and accounting company based in the India, with a team of expertise from USA
Matthew Ramon @Ramonm33
34 Followers 1K Following
Tulsian Global Soluti.. @TGS_TAX
77 Followers 1K Following Tulsian Global Solutions LLP is a leading tax and accounting company based in the India, with a team of experienced professionals from USA.
KPM Global @KPMGlobalDubai
42 Followers 565 Following We Assist in Accounting, Auditing, Taxation, Company Setup - Dubai, Singapore, Overseas & E-commerce
Don W @DonW19199935
40 Followers 231 Following Consumer of data driven content. Markets, finance, health and fitness, technology, and world events.
Michael Antonelli @BullandBaird
33K Followers 2K Following Mkt Strategist at @rwbaird and author of “Bull and Baird,” a mkt blog. All tweets are opinion, I do not produce research. Chicago MBA [email protected]
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Brian Streig, CPA @cbriancpa
23K Followers 3K Following CPA focusing on tax. Most of my tweets are related to #TaxTwitter or about Austin, Breckenridge, Italy, tattoos, food and my puppy. He/Him 🇮🇹🇺🇸
Christine Benz @christine_benz
32K Followers 1K Following Director of personal finance and retirement planning for Morningstar + co-host of The Long View podcast. Serving up practical financial guidance for the people.
Logan Graf @LoganGrafTax
19K Followers 721 Following Pioneering the CPA firm owner landscape. I also make YouTube videos :) YT: https://t.co/oXYIMA0U2o
Ben Carlson @awealthofcs
256K Followers 717 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Baird @rwbaird
7K Followers 2K Following Global financial expertise focused on you. Trusted advice and services for individuals, families, institutions and corporations since 1919.
Kelly Phillips Erb @taxgirl
63K Followers 6K Following I share #tax and #law stories for @Forbes. Lawyer, writer, proud mom. Happiest with #coffee ☕ and my kids. Free tax newsletter signup at the link below.
Jason Staats⚡ @JStaatsCPA
21K Followers 290 Following I run a daily podcast for accounting firm runners
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Justin Miller @justinmilleresq
11K Followers 745 Following Bad tax jokes, even worse puns, and some tough tax topics. Evercore National Director of Wealth Planning and Tax Prof. My own opinions. Not legal/tax advice.
Sabrina the SALTy CPA @IraGilligan
13K Followers 2K Following I help tax pros navigate SALT for their clients. Unfiltered content. #ADHD and thriving. #TaxTwitter. Matt Club Member.
Alicyn McLeod @AtlantaTax
6K Followers 718 Following CPA, CFP® | Accountant, tax advisor, wealth manager | she/her
Lorilyn Wilson, CPA @LorilynWilson
16K Followers 747 Following CPA | Owner Lake Oswego Tax | Recovering D1 Athlete (Go Blue) | I also help accountants create content on social media | Honorary Matt
Nicole Davis @wifemomcpa100
14K Followers 2K Following Wife to 1, mom to 5 & CPA to many | Speaker | Coach | I share my journey of being a firm owner with the hubs & 5 children | Forbes Top 200 CPAs | #WomenTalking
Willie Delwiche, CMT,.. @WillieDelwiche
21K Followers 301 Following @HiMountResearch founder | Teaching Econ/Finance at @insidewlc | Urban farmer & vintner "To recognize the significant in the factual is wisdom." D. Bonhoeffer
Deborah Fox, CPA @DebFoxFinancial
7K Followers 5K Following Dual Licensed CPA in Texas and in Florida. Tax Focused because it can save money for everyone. Teaches IRS Compliance & Strategy for new Small Business Owners.
Dan Herron @fintaxdude
5K Followers 4K Following A dude trying to simplify investing, retirement & taxes for all. CPA/PFS, CFP® Principal of BBFS Inc & Elemental Wealth Advisors.
Ashley the CPA 🌿 @seattle_tax
8K Followers 610 Following Microsoft MVP - BizApps and MS365. I talk about trusts, taxation and technology, not necessarily in that order. Actively trying to give AI my job.
Andrea Carr CPA @andreacpa0
8K Followers 221 Following CPA - built like a fainting goat. #TaxTwitter
Karl Strube, CPA @KJSAcct
2K Followers 656 Following Christ-follower, Husband, Dad, Lifelong Learner & CPA. Sometimes I get the priority/order of those wrong, and that falls under the 'lifelong learner' section.
Laura Gieseke @Laura_W_Gieseke
2K Followers 268 Following Tax and M&A attorney with @SMBLawGroup | Former @VinsonandElkins | @LSULawCenter Licensed in Georgia and Texas only. Tweets are not legal or tax advice!
Clueless Tax Client @CluelessClient
1K Followers 62 Following Just a guy with a relatively easy return
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
Kristin Pierce @KPierceTV
5K Followers 1K Following Anchor/reporter @WISN12News | AKA | Avid Reader | Advocate against domestic violence | Detroit native | RTs ≠ endorsements
Money with Katie @moneywithkatie
34K Followers 696 Following I write about money. 🤘🏼 Subscribe to the Money with Katie newsletter from @morningbrew. 👇🏼
Mountain West Tax, CP.. @mountainwesttax
8K Followers 3K Following Building a tax firm in Denver, CO
Lori 👑 Image Rebra.. @PurelyNumbers
4K Followers 3K Following Dually licensed CPA 👩💼 | Accounting Faculty 👩🏼🎓📚 | Doctoral Candidate 🌊 | 100m Finisher | UESCA Coach🏃♀️| AxSpa
Emile Hallez @EmileHallez
401 Followers 278 Following ESG editor at InvestmentNews. Highly enthusiastic about outdoor adventures, dogs and vegan junk food. My opinions are are my own, I think.
Orumé Hays, CPA She/.. @MyCPAAccounting
2K Followers 600 Following #Top25 CPA PowerfulWomeninAccounting. #TaxTwitter #Top50 📊. Entrepreneur, Speaker, Writer, Educator🎓, Mentor. ❤️ arts, culture,🏃🏿♀️, travel,🌴& NYC.#GenAI.
Sarah Harris, CPA @em1beachgirl
709 Followers 1K Following CPA and WPS. SMB owner specializing in tax, tax planning & accounting. Love spending time with my family and friends, traveling, and calling the hogs.
Amber 🦈💚💣�.. @taxtherapist505
5K Followers 314 Following I read; I write; I knit; I solve tax problems. I take my business seriously. Myself? Not so much. Opinions are my own. (she/her)
Yajaira Tiscareño @YajairaTiscar
108 Followers 97 Following You focus on your business, We’ll take care of your taxes. https://t.co/3HIqttGVdR
William Holtsman, CPA @W_Holtsman
2K Followers 891 Following CA based CPA focusing on reducing my clients’ taxes, adding value and building wealth. Find me at https://t.co/rSgiVRw4el Reach me at [email protected]
Barron's Advisor @barronsadvisor
4K Followers 293 Following World-class financial journalism and original advisor content, from Barron's. Follow @barronsonline for our main news feed.
Jane Mepham, CFP® @ElgonFinancial
369 Followers 468 Following Simplifying Personal Finance for Immigrants & Foreign Nationals on Work Visas | Founder, Elgon Financial Advisors | @TheImCafe_Pod.
Aaron Dillon @AaronGDillon
1K Followers 1K Following Invest in Pre-IPO Stocks | Pre-IPO Stock Research | AG Dillon & Co
Frank Ferritto @frank_ferritto
196 Followers 338 Following
Car Dealership Guy @GuyDealership
456K Followers 531 Following Transparent insights into the car market. Featured in Apple News and NY Post. Host @CDG_Podcast | Jobs https://t.co/TvUrG7DI0Z | DM submissions
Ryan Lasker @ryanlasker
3K Followers 988 Following tax writer @aicpa • CPA • previously @morningbrew • @gwbusiness alum • he/him
Frazer Rice @frazerrice
3K Followers 949 Following Family Office, T&E, Wealth & Trustee Consulting, "Wealth Actually" 📕 Book & 🎙️Podcast. Golf/Horror/Comic Book/'80s Fan.
PUNS @ThePunnyWorld
658K Followers 5 Following Follow for the most hilarious puns and dad jokes! Not affiliated with any of my tweets.
Keith Kenez, CPA @keithkenez
739 Followers 578 Following tax and indie rock. tax manager at @aafcpa but tweets are my own and not tax advice. music recommendations are solid advice.
Lindsey Starrett, CPA.. @LindseyStarrett
2K Followers 884 Following Rom 12:6 Avid tax nerd, wannabe runner, loving mom & wife.
Phyllis Jo Kubey @PKubeyEA
4K Followers 2K Following I am an Enrolled Agent passionate about helping taxpayers navigate our complex tax system. Also, Juilliard MM (voice) + Certified Alexander Technique teacher.
Elizabeth O'Brien @elizobrien
7K Followers 9K Following Senior personal finance reporter @barronsonline
Harold Justice 🚀 @_obiwan
478 Followers 178 Following Longterm investor, retired simulation engineer/rocket scientist. Auburn grad. Good health is better than great wealth, exercise pays the best dividends.
Teri M. Hollander Alb.. @TeriMHollander
74 Followers 295 Following
Haly Besaw @halybesaw
85 Followers 451 Following Mom and great friend. Super networker. I work in the financial services industry and take great care of my clients. My background is engineering.
Greg Pauly @gpauly77
31 Followers 91 Following
Julie Thomas Sward @JulieThomasSw
108 Followers 453 Following Financial Advisor, Attorney, Accountant, Volunteer, Hockey Mom, Skier, Hiker, sometimes Triathlete, #UTLaw #Mizzou
Jeremy Keil @JeremyPKeil
152 Followers 164 Following Retirement, Investment and Tax Planning As an Amazon Associate I earn from qualifying purchases. For important disclosures, see https://t.co/06TEM287pz
Denise (The IRA Whisp.. @ApplebyIRA
492 Followers 329 Following I help to prevent & fix IRA mistakes. Buy my IRA Guides at https://t.co/Mnv5veHyPg. Consult at https://t.co/j5FerxaTfI Learn about IRAs at https://t.co/6qBIy8IQOM
Zero Star Reviews @ZeroStarReviews
8K Followers 352 Following Chronicling critical misses throughout history. DM suggestions. Alter ego of @Schneider_CM Read more here: https://t.co/P547lbowT8
Chris Carpenter @ChrisLCarp
321 Followers 3K Following Proud husband of Abby and father of Will, Hudson, Amelia, and Jack. I live in Louisville, KY, am a Financial Advisor with Baird
Maddy Dychtwald @Maddy_Dychtwald
98K Followers 4K Following @AgeWave co-founder, entrepreneur, futurist, writer, & speaker on longevity, aging, the new retirement, & ascent of women. Author #AgelessAging @MayoClinicPress
Andy Smith @ASmithDTX
5 Followers 37 Following
SSAS Inc. @SsasInc
48 Followers 144 Following Simple Solutions Accounting Services, Inc. (SSAS, Inc.) is a full-service Accounting firm located in beautiful Old Towne Manassas, VA.
Shawna Ohm 🍉 @ShawnaOhm
5K Followers 2K Following Content marketing for financial firms @Content151. Made in Chicago. Forged in New York. Happiest in deserts. تحرر فلسطين 🇵🇸
Meridian Financial Ad.. @MeridianRIA
130 Followers 397 Following Helping You Preserve, Protect and Responsibly Grow Your Assets. We focus on helping our clients achieve financial independence (a Registered Investment Advisor)
Hannah Moore, CFP® @thehannahjmoore
3K Followers 799 Following 🧮 Number loving creative 💝 Financial Planning Evangelist 🚀 Changing the way people think and talk about money
Hunter Harris @hunter_harris
43 Followers 365 Following Financial Advisor at Alpine Asset Management LLC.
Will Morrison, CFA, C.. @wnm1973
943 Followers 1K Following Finance professor at UW-Oshkosh. Financial advisor. Scout leader. Former Marine. Chinese speaker, dad of 3. Snow, sauna, backpacking, board games, and judo.
I’ve eaten almost an entire 12-ounce bag of carrot sticks and a banana today. What do you sugar-free people eat? (Also, uh, anybody have any idea what to expect after eating a 12-ounce bag of carrot sticks?)
Started a 10-day ‘Sugar Detox’ this morning. I apologize in advance for anything I might say that I’ve been secretly thinking this whole time.
I was just looking over today's US Tax Court opinions. I find it sad and disturbing that so many of the court's, the IRS's, and (in some cases) the Justice Department's resources are wasted on folks advancing frivolous tax positions. dawson.ustaxcourt.gov/todays-opinions
@TimSteffenCPA It’s a conversation that needs to be had on the front end with a prospect before they become a client, honestly, but with the support of the Advisor. I’ve been in awkward situations where the Advisor wants my help with tax planning and the client has made it clear that they…
Probably the silliest thing you can do right after 4/15 is tell a bunch of tax accountants that AI is going to take their job. They’ll have that thing boxed up with the proper amount of postage and no return label before you can even finish the sentence.
We’re doing a Rich Girl Roundup about the nuptials arms race that’s decimating millennial and Gen Z checking accounts nationwide because this shit is OOC
Wife is a bridesmaid in friends destination wedding, $2k to attend bachelorette party, $1500 for bridal shower, another couple hundred for a dress, spending around $5K as a fam to get to wedding. Terrible thing to do to your friends, should really make your worst enemies do this
@TimSteffenCPA Thanks, Tim. The conventional wisdom has gotten a bit unhinged from the progressive tax bracket reality. That's still true if TCJA sunsets in 2026, which I doubt happens, particularly for the lower brackets. We'll have the 10% bracket regardless.
I believe this fear is unwarranted. Commentators ignore the fact that retirees get to recover the traditional retirement balances every year against the progressive tax brackets: 10%, 12%, 22%, etc.
7/x ...It's sort of business as ususal for this year, b/c it's basically a continuation of the past few years, BUT... This is likely the last year we have like this. Final Regs will almost certainly coming soon. They will almost certainly contain changes and surprises...…
Remember when the biggest local news story on 4.15 used to be a News anchor outside of the Post Office reporting in front of the long line of people getting their tax return postmarked 4.15? HAPPY 4.15 TAX FRIENDS
extension prep is all fun and games until you realize all these half assed returns are coming back later lol
@taxpreptech An occupational hazard in working with affluent white collar professionals ...
I’m really tired of being the Roth IRA police.
11 income taxes to go, I think. All in my office for me to review. Should be done Saturday. How about you?
Remember when all the realtors were putting out TikToks in the beginning of the year that we're going to see 6 interest rate cuts? This is why when you buy a house- buy what you can afford in that moment. New buyers who bought with hopes of refinancing quickly are going to be…
@MichiganMattCPA I’m already passing off my trash books to @AtlantaTax and @em1beachgirl and it’s such a relief.
Should "Americans" in general pay off others' student loans? No way. But I can't help but notice that universities have built up billions of practically untaxed wealth in endowments. How it's fair for universities to drive 6 figure student loan burdens on one hand and enjoy…
If your friend or loved one is working on a book, please don't ask "How's the book going?" or "Are you done with the book?" But when it's done, ask away! Coming September 17, available for pre-order now. a.co/d/1bxkrYm
"I know it's tax time and you're super busy, but..." Choose your next words wisely if you say this to a tax pro in April
Trends for United States
You might like
