Anyone ever create a THOROUGH estate tax questionnaire for a client to fill out? We have one but it tends to create more questions than answers when it is filled out recently. Want all information possible while making it stupid simple for a client to fill out

Have an acquaintance who is a single mom; she purchased a used car 3 mos ago. Six wks later her 17yo wrecked it, air bags deployed, and estimates have ranged between $10-$18k in needed repairs while $21k is still owed. Acquaintance was switching insurance policies and flubbed the coverage dates and there were a few days where the vehicle was uninsured. No GAP insurance. I'm not seeing many options for her besides to continue pmts, fixing just enough to drive or voluntary repo. Thoughts?

Thoughts on debt finance vs. capital markets for lifestyle?

Hi All,
One of my friends has recently joined capgemini and has following doubts related to tax proof.
Can we edit the tax declarations in HGS portal every month any day?
Does Capgemini asks for rent agreement along with rent receipts as a part of tax proof submission?
Also which proofs needed for,
80c - elss lic
80d - insurance for senior citizen parents
80ccd1b - nps

Every other post on this bowl:
“Should I Roth my 401k or would it be better to backdoor into an FSA retirement fund? I have a net worth of $1M btw. None inherited it’s all from two years working Door Dash in Wichita Falls.”

Have 1M sitting in cash. Would you dump it all into VTI or DCA?

How common are credit checks for roles in accounting or finance positions? Will high utilization on credit card balances and low credit score be a deal breaker? I’ve been irresponsible and made mistakes, but wondering if I can switch jobs now or if I’m best off waiting 1-2 years and cleaning up my credit first.

Recommendations for how to allocate 401k with Fidelity. Just switched jobs and have to move from Merrill Lynch to Fidelity

Buying a new house in the US and have no idea how to go about buying curtains and blinds. Can anyone help with their experience. Chicago based if that matters

I recently got a new job starts on 8/29 and it will increase our monthly pre tax pay to 250k for me and my husband. Will we be able to get approved for a 1M home?

How do filmmakers find investors?

Client's budget is around $300K and would like an apartment on the East Coast / New England. Thoughts on if this is realistic?

Does anyone know how to declare in my individual tax return, RSA and Stock Options from a US Company that I have? Non exercised yet.

Hi Fishes,
Need suggestions on corporate NPS? Considering employer contribution is fully exempted and individual contribution is exempted upto 50k.

Please let me know genuine suggestion
Thanks

Is it too late in our lives to jump into a mortgage?

So my fiancée and I are relatively late in terms of finally landing well paying jobs and being able to save money instead of living paycheck to paycheck. We’re both 36 and currently rent a 2 bedroom in NY and have a combined savings of $35,000 which she wants to use as a down payment on a condo. I kinda just wanna continue saving while renting. I also literally just started contributing to my 401K so I’m also late in the game for that too.

Do you think someone who owns 200 ETH is financially independent?

What is everyone’s outlook on crypto? I have some litecoin from awhile ago and wondering if I should indefinitely hold it. Thanks!

What does 401k match look like at BCG? I know Mckinsey puts 20k in an account regardless of your contribution. Is that similar?

Which is good brokerage account for etf and stocks. Can't use robinhood due to restrictions

Hi, I repaid my student loan today and feel awesome. Want to start saving for a home ($350-400k). Any suggestions if I should invest in something short term or a Roth IRA or let it sit in my bank?

Anyone used/using HMBradley before for HYSA? They have a 3% rate which seems unreal in this economy. Just want to make sure it’s legit. It’s seems HMBradley is the marketer for Hatch Bank (FDIC insured). Any other recommendations for HYSA?

Diversity quota is real: both for B-School admissions/scholarships and MBB recruiting.

Readers be warned. Your skills don’t matter as much as you think.

That is all.

Does anyone recommend working in high pressure better salary(WFH IC Engineer role in a relatively big Financial services firm, but working hands of on many things that builds pressure) vs

job 2 or atleast offer (Senior Manager 3 days a months in office( Banking firm) minimum, people manager for 24/7 infra operations teams and new project)taking a salary cut of 8k in base and with better WLb( hr) says so in interview. I am too confused. On job security we all know we can't guarantee anything.

Rexall or Demarco- which pharmacy should I join as a Pharmacy Assistant? Which one is better??

--KSG--

Is your blood pressure and anxiety rocketing or are you normal?

Brb, still busy refreshing emails

Have 2 $100 Southwest luv vouchers, need to fly before 7/28. Selling for $150 OBO

Any knowledge about Montessori schools in Portland? Childpeace in particular, but info about any would be appreciated. MSB? Sunstone? West Hills? Thank you

Hello, I wanted to mention that I work as a sports commentator, specifically about soccer. I used to be one of the main journalists for Spanish media, but since I moved to Miami I feel the general passion for soccer is very different 🥲 The energy and commitment are not even close to what I felt in Spain, where some businesses would close if the match was too important. I hope this nostalgia goes away soon.

Share the best news you've seen today please!!
I haven't had a good week, but I'm sure this community can make it better :)

Has anyone seen the movie Spotlight? It made me think again about the passion to find the perfect news, the one that would be really helpful and necessary to society.

thoughts on wearing designer to the office? Ex. Shoes, Shirts, Purses/Briefcase/Messenger Bag

Could someone please suggest how to handle this situation?
My manager (Technology Director) sees me as an emerging thread to his position and stopped sharing details / trying to avoid including me in visible projects etc.,
FYI - His manager is the division head and Managing Director.
Why I think my manager tries to move me out?
- I am 18 YOE with a technically strong background
- Upper mgmt is starting to identify me as the backup for all systems. My manager tries to move me out since then

Check me here: other side attorney has already reached out to me directly via email saying that an LOI is coming… Then, she sends the LOI addressed to my client, and CC:s me only. It should have been addressed & emailed to me, and copy the business folks, when an attorney knows the other side is represented by an attorney. Am I overreacting for being annoyed?

Is gap affidavit is mandatory to submit at the time of joining in TCS? I have gap of 1.10 years in my education. Is affidavit is mandatory or They can allow me to join?

Does your office recognize admin appreciation day? Does your executive do anything to show their thanks?

Just put a box of cheese-its in the refrigerator.

Anyone carried 65inch TV to india from US? Anything in particular I should be careful about at check in and customs ?

Hey 🐠 , how do you guys shop for car insurance? Having a hard time finding a true aggregator site for comparison—they all direct me to individual insurers for quotes. My rate at GEICO just went up 40% so want to shop around a bit…

Anything going on in downtown Manhattan this afternoon?

Has anyone dealt with a lack of praise from attorneys? I'm not someone who needs to hear "good job" all the time, but we just got a huge deal closed that I worked really hard on and had a lot of overtime. And once it closed, the lead attorney praised the other attorneys, and said nothing about me or my work. I might just be overly sensitive, but it kind of stung. Thoughts?

Hi everyone. Is it typical for the attorney to take credit for the work a paralegal does? An example: I gave some ideas about deposition questions and some observations I made (I was asked about giving suggestions) regarding a witness and the attorney mentioned that he’s the one that had these great questions/observations. Zero credit or thank you for the work I did.

Hey, does anyone work for Jacobowitz Newman Tversky? Would love to know more about the office and culture .

Any paralegals used Upwork or similar sites for side work/freelance work? Just wondering if it's worth the time investment. All feedback is appreciated!

How can the attorney you work for make your life easier, make it easier to do your job, make you less stressed?

What were some effective tips or resources that helped you to learn the systems of your first firm? We feel like our firm admin/paralegal is not getting acclimated and not assisting the firm as we hoped. So we want to make sure we’re effectively training her and providing the best resources/tools for success.

I’m interviewing with another firm next week. Has anyone made a switch like that before? How did you do it? I work in a small criminal firm now. Interview is with a same size/practice area firm.

I write economic loss reports. Am I allowed to give a redacted sample of my written economic appraisals to a recruiter? If so, what specifically should I redact.

Hello! Are there any traveling paralegals in the group? I’m interested in becoming one.

90% of problems in the legal field would be solved if everyone set internal deadlines 2 days before the actual deadline 😭

Do small law firms have paralegal managers?

Anyone know firms hiring for Litigation Paralegal either in CA or Miami-Fort Lauderdale FL?? How do you like it? Remote, in person or hybrid?

Has anyone ever had an attorney throw work on them at the last minute?

Any paralegals ever switch to a legal tech company? How did you like it?

I hate due diligence requests. Every time my email notification pings I want to cry. I’m already going as fast as I can.

Anyone else at work this week and have zero work to do because of the holidays? 🤣🤣🤣

Any experience working as a corporate paralegal with Cooley, LLP?

I’m getting messages from recruiters for Sr. Corporate Paralegal roles but all of my experience is in litigation. I have 6 years experience as a paralegal. Should I move forward with this? Not sure if I’m qualified.

Has anyone spent years working in one state and offered a remote position for another state? Was it hard to adjust to the new state's rules?

Paralegals: My firm is looking for a paralegal, and I see the job posting advertising the salary as $65-$75k, with benefits. Is this a good salary for a paralegal (Greater LA area)? I’m not the decision maker, but it’s been a few weeks with very few applicants. I’m curious if there’s something hurting the firm in its search.