Anyone successfully switched from UHNW/FO individual tax to being a financial advisor?

Abandoning Green Card
Has anybody experience in giving up the LPR status after leaving the US for work and residency in another country/homecountry? I come from a low tax country and wonder whether Uncle Sam will send a final tax bill or penalty fee or even make it difficult/impossible for me to abandon the GC once I will leave the US again. This is crucial for me to apply for the GC.

Looking to buy Rolex OP. Thoughts on new vs used? Is the additional ~2k worth it for new?

The only thing I truly care about is money and I’ve tried hard to not be this way but I can’t help it. My parents came from nothing and I refuse to ever “feel poor” again

How can I lower my taxes? I feel like I pay a LOT (30%+) but don’t get many benefits in return.
Single with no kids

Building out private investment platform for a growing company. Where can I find example docs of allocation policies, expense policies, etc. in order to create my own? Are there any good resources?

Anyone here willing to connect/talk about buying a house in Toronto. Would really appreciate it. I am just overwhelmed thinking about it and not taking any action.

If you could right now, would you buy a house in full cash or invest in the market?

How much percentage of your Salary do you Save/Invest?

Anyone took personal loan from HDFC !!
What are their interest rates and charges ?
Which bank is best for personal loan considering all charges/ interest rates and all ??

Hey 🐠, crowdsourcing opinions: what are your thoughts on housing prices in Toronto. Im looking to invest and was thinking of a detached home around $1M in the city. You all think its better to wait another quarter or so before pulling the trigger?

Moving to Austin end of this year, with a new baby.

With ~$500k HHI and almost no debt, in which neighborhood can we practically afford a house? We do outdoorsy stuff (mtb biking, kayaking etc.) and also have a dog that likes to run.

Any suggestions are appreciated! 🙏🏽🙏🏽

Looking at getting out of consulting and buying a business using an sba loan. The business in interested in has been around for over 20 years.

Asking price is 800k
Gross revenue is 1.3M
Net profit is 260k

How difficult would it be to secure an SBA loan for the entire amount?

My hidden talent is finding houses I love that are way outside my price range.

Got 150k saved up, can I buy anything worthy with this as a down payment at the moment?

Not sure if this has been discussed yet, but do you charge tax on your freelance, 1099 invoices? Trying to accommodate for taxes being taken out and inflation 😪 would love to know if this is common practice - I’m in NYC. Thanks!

Need to urgently find a 500k job. Can't keep up with mortgages with anything less. Any advice?

What is everyone’s top 1 or 2 favorite books on personal finance? I’m always looking for a new one to bring into the fold of what I’m doing

Fixed ctc 2435000 Lpa with gratuity 3.5k pm and pf including both employer and employee 16k pm. Any estimated what will be take home pm post tax?

Hi Guys,
I've provided all the details related to my employment, Qualifications and CCTC to HR very correct but I've miscalculated fixed and variable pay, will there be any issues on BGC?

Please help!

Does a 20 year long career at Deloitte hold much value in the marketplace in light of the current economic situation? Started as a change leadership Consultant, but ultimately spent majority of my career in Resource Management and Global Mobility.

Whenever I got promoted to digital ACD a few years ago, I noticed my pay was much lower than I expected for the market I’m in, hard to find skillsets, performance, and visibility I’ve brought to the agency. I’ve brought this up a few times and was told HR would do research into salary equity, but the convo always fades. I put my foot down with my GCD, and she supports me, but I would like to come to the table with my own research. Where should I be looking for accuracy?

Who owns renewals at your company? Customer Success? Renewal specialists? AEs?
There are a lot of articles out there but doesn't seem to be a consensus on this topic. My company is struggling with this and curious as to how others handle it.

Anyone working at coinbase i need referral

Is there a difference between strategy & operations and business operations & strategy?

For July 4th does google only give one day off?

Hi sharks, looking forward to switch Job. I work in operations. YOE 2 years. Any referrals ?

I’m starting my PhD in environmental engineering and would like to know what jobs there are to apply to after I complete my degree. Is it true that companies are hesitant to hire PhD-degree holders, and if so, what can I do to advocate for myself in job applications?

I’m a female who lives with my SO. We’ve been dating for years and we fight a lot so it’s possible a breakup is near. Do you think it would be difficult to date while living with my ex as roommates in a 2br/2ba? We have a lease that’s not even halfway done. In other words, would a man be uninterested in a woman who’s living with her ex (but of course being appropriate after the breakup)?

Dear Men - Need your perspective.

11.2 YOE .net- Barclays Giving 32.5 Fixed and TechM providing 37 with 10 पर्सेन्ट variable?
Which one to choose Barclays is not ready to match TechM offer. Suggestions?

Can a relationship survive with two tops/bottoms? I met a guy I really liked but we are… on the same side

Is anyone aware that new joiners at HSBC will be working from office in the month of June?

How do you know that you want to spend the rest of your life with one person?

Hi everyone,
One of my friends, he made a switch just 6 months back hoping he would get a better work environment a better package, but now he is just frustrated with the working environment, being a backend developer he has been asked to just fix bugs for almost 5 months now and that too in javascript without any KTs or any other trainings when he clearly did mention in the interview that he does not have prior knowledge on javascript.

What should he do? Any suggestions?

What questions should you ask during a phone screening with a recruiter?

Has anyone made a pivot from PA to finance/IB? I’d like to hear your story if you’ll share. Thanks.

Anyone gone from PA to CBRE ? Do you like it ?

What is the courtesy of withdrawing an offer you already accepted?

What’s going on FB friends,

I am contemplating a move to industry working at a VC, Tax Director role east coast. Looks like it will be primarily overseeing compliance with some aspect of advising on structures etc. There is another tax reporting head above me.

The potential comp is the low 200k with a 10% bonus (still higher than what I am making). I feel this is pretty low for VC standards but maybe my standards are also too high. I have generally seen 25% bonus with carry.

Any thoughts?

Has anyone heard of Lurie LLP I’m seriously interested in their private client service/wealth advisors

Is there a role for a CPA that wants to get into data analytics? Senior audit associate now that wants to exit to get experience with SQL, Python etc. but don’t want to start all over. What roles can I look at where I could leverage my CPA experience but still learn about analytics?

Is it just me or are behavioral questions really stupid? I always feel like they're either way too open ended or they're asking about something that's never happened to me

Is applying a few days before the “Apply by” date too late? Do most decisions get made early on/they don’t wait for all applications before interviewing/hiring?

How much would the expected salary be for a Senior 3 in NY TAS be at EY?

Has anyone actually gone through with accepting an offer from the Siegfried Group? I hear from a recruiter representing them probably once a week. How is it?

Accounting advisory big4 or IA at F100. Both senior roles. Roughly same base pay.

Big4 has clear trajectory and interesting work.

F100 has 14% bonus, perm remote, and immediate vesting 401k over 7%.

What would you take?

If anyone is looking for opportunities in NYC - I have an amazing and honest recruiter whom I can connect you with. DM me.

Anyone had good multiple offers and had one the hiring managers pressure you into taking the offer after asking for additional time to think about it?

Hit me up if you want me to refer you for a pwc role 🙏🏻🙏🏻🙏🏻🙏🏻

Hi 🐟. Feeling ready to jump Public Accounting and thinking of roles to apply for in industry. Would be really helpful if anyone could share their experiences or thoughts on SEC Reporting. WLB, comp, benefits for HCL location (west coast). Aiming to start off at Senior level

Do you write cover letters? I usually write them but it feels like a waste of time.

Thoughts on going from a national firm to a smaller one with ~200 employees and $65M in revenue? I’m a first year tax manager and can get a 33% raise by going to this firm.