Any tax people out there that are both a CPA and a CFP? And if so, has it helped you in any way? Is it worth it? I have my CPA, and considering working toward CFP to gain more knowledge to diversify potential career paths as AI becomes more prevalent. I like tax compliance, but I foresee that assisting with tax consulting/advising being the main focus for CPAs as AI develops. I work on different types of tax, including a lot of high net worth individuals and family company structures.

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

I’ve got my 7, 66, CFP, and CIMA with roughly 3.5 years industry experience. I started a new role at the paraplanner level… is this a bit of an undersell? Or is that along the industry timeline?

33 year old with MBA thinking about a career change from financial services consultant to certified financial planner. Any advice?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

I’m looking to hire a producing FA in the Allen, Tx.
Must be self motivated and willing to earn CFP.
Base salary provided the first year.

Anyone know of a good tutor for CFP exam? Thx.

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

Best study guide for CFP?

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

Thoughts on getting CFP when done with CPA (1 test left) and pivoting from audit to personal financial planning? Estates, taxes, savings, etc. Or should I just stick the OG plan and go into industry FP&A when I make senior/CPA?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

I’m looking for a fully licensed FA with 3-5 years experience in the North Dallas,Tx area. Small BOB preferred.
The position is salaried with discretionary bonus. The advisor must be people oriented and desire to obtain the CFP designation.

Average salary for a Senior Associate who’s in the process of getting their CFP?

Any 🐠 in the Nova/Dc area?

Hello all. What questions are generally asked during system design round in case of interviewing for Frontend Developer roles (YOE 3 - 4 years, tech stack: React Javascript, React Native)?

Searching for power and utilities consulting opportunities and renewable energy. Please get in touch

CapG Folks, What should be average CTC of C2 Manager grade at CapG in FS domain. Have received offer. YOE 3.8 CCTC 11.10

What are some high paying companies for Data Science roles?

Yoe - 4 yes
Offer in hand 16 lpa
1 month notice period is left

If I skipped the outbound leg of a r/t, but want to take the return and have a boarding pass on my phone, does that mean I slipped by? It was a weird booking with chase points on 2 codeshare airlines

Can anyone provide a good office chair recommendation? Looking to spend somewhere between $200-$300, but willing to look into pricier options if it is really worth it!

Anyone working in metaverse tech?

Who here have abs 😬

All - what do you guys tip on a haircut? I have two places I go to one charges 25 and just an average cut. While the other is $50 but they wash hairs and all.

I am looking for jobs in the fintech industry.Any reference?

🐅 Cougar power 🐅🐅

Selling 2 tickets to Billy Joel at Notre Dame Stadium for this Saturday June 25th at 8pm. Please dm me for details!

Is there a shuttle service from DIA to Aspen? Or am I better off just flying into Aspen?

£200 for WFH equipment , what are you fishes getting

Any BCG consultants or knowledge experts willing to chat? Super interested in the space and role but unsure what the best fit would be. Have 2 YOE in sustainability.

👀 Can we talk smack about auditors? Trial balances based on filed financials are still trash once it comes time to do returns, so all I’m saying is materiality can kiss my a**

Went from a big firm to work for a smaller firm. The people in the smaller firm are protective of their work and are good by their work too. I no longer feel chaos or stress. I am treated with respect and my schedule is more normal. I am even working more billable hours than before, but it feels like a seamless experience. I don’t work then past 5pm or anything out of the ordinary for this time of the year. I am so grateful!

Anyone moved from big 4 to CohnReznick? Even worth it?

Anyone on here familiar with California’s treatment of a conservation easement deduction for individual taxpayers? I’ve found a bunch of research indicating it’s limited to 30% of AGI, but the people who orchestrated this whole deal think it’s 50% of AGI.

Will firms promote to manager with passed exams but no certificate?

Need advice. I may have an offer coming from a private accounting firm to be a Senior Staff Accountant very soon. While I had my final-round interview this week, a top-10 public accounting firm

Recruiter is telling me that fund administrators pay more than private funds at SM/Director levels. Are people seeing this? I always thought it was the other way around

First-year tax staff that started end of Q3, and just had my first year-end performance evaluation meeting. Still a blank slate in terms of tax experience, but I honestly do have a slight interest in international tax. Brought it up and I was given some names to find some work opportunities in that area. Besides SALT, any other specialized areas I should try to get some experience in? Also open to any tips and tricks to help tailor my workflow and experiences for the months to come.

Through a lot of comp discussions I heard a lot of talk of “making you whole” when things get better. Am I drinking the kool-aid by believing this? Is this just meant to prevent further questions that the firm does not know the answer to?

I interviewed for KPMG on 11/15 for a Senior role and the HR emailed me on 11/16 that everyone liked me but they think I should be hired as an Experienced Associate. I had a call with the HR on 11/17 wherein we discussed about my salary expectations and the HR said he will get back in a day. It’s been more than 10 days and multiple follow ups but still no response. I don’t think I was rude while talking to the HR, I just told my current salary and asked for min. that no. Did i miss the chance ?

NJ Personal Income tax question:
My wife and I file a joint return. We were part time residents in 2020z unfortunately, we both filed our joint tax return. My wife sent via paper and I sent electronically. Any idea what happens now? Can't get ahold of anyone.
To make matters worse - NJ doesn't have a paper part time resident return - so you file a resident and non resident separately. Ours net to a refund but the resident one shows a large amount due and the non resident shows a large cont...

Does anyone have any good self created templates they’re willing to share for use in the context of stock option planning?

What is the average senior tax salary in the south Florida area?

I am curious how Onesource Income tax stacks up against it's competition.

Working for a senior who is beyond horrible. She talks to you like you’re stupid and makes it sound like you’re absolutely terrible at what you’re doing. She’s made 5 other associates cry during her 5 year career. Got someone fired and made another person quit. It’s known around the office that she can no longer have a female associate, because she talks down to females more than she does males. I came along and thought I could deal with it but she literally makes me want to not log on tomorrow.

Pay your fair share!

Are there any tax professionals in the Lancaster, PA area that are looking to leave public? The recruiter for my company says there's no one out there and I get that a LCOL area in Pennsylvania won't have the applicant pool as a bigger city but I find it hard to believe there are no tax people available for the jobs we have.

How much should a senior manager specializing in State and Local Tax working at a top 10 PA firm with 15 years of experience be making? Any thoughts?

For a 2-year associate now tasked with senior-like roles such as reviewing and training, does anyone have advice on how to review individual hnw tax returns?

Any public accounting firms in Albuquerque?