Are all 529 plans not allowed if one makes partner at PwC? Seems like everything is showing up as not permitted on independence checkpoint.

What’s everyone using instead of Robinhood? I just learned of WeBull recently but am not sure it’s for me.

Any good book recommendations for profitability and performance management for banking industry? Or books on best practices for calculating economic capital?

I got married in 2021. Before my wedding I lived in State#1 and after the wedding I moved to State#2. My spouse lived in State#2 the entire year.
Can I file as Married Jointly in such a way that State#1 only calculates my income for the portion of the year I lived there?
Or do I need to file Married Seperately?

Does LTA and phone allowance are processed each month as a taxable income if we do not produce the bills ?

Does anyone here have a Tesla? Should I do it???...

I joined KGS 4 months back. I am taking home loan now. Do I need to inform about my home loan to any one in our company? Any one please help me with this query? Infosys KPMG Tata Consultancy Accenture PwC Wipro EY Cognizant

Qualified Dividends: I’m expecting $650-$750 qualified dividend in 2021. Salary and base about $250 total. Questions: what tax rate will the qualified dividend be taxed at? The 15% or 20%? Also, since it’s technically a long term gain, do I have to pay an state and local on the income? Been reading for a bit and I can’t seem to find a clear answer. Thanks fishies!

Significant other and I crossed the combined $1M net worth mark this quarter! Mostly in RE and 401k so we will not be FIRE-ing but still excited to be in the 7fig club.

Sorry, need someplace to celebrate and you guys are awesome.

Thoughts on living in Bushwick or Ridgewood, is it worth the cheaper rent/more space?

Does it take 3 quarters of the year to reach 3% (tier 3) interest rate at HMBradley? If so, does it make sense to deposit a large chunk of fund until I reach tier 3?

Home reno financing question. Have a big project coming up in the $120-150k range. Funding sources are:
- 90k from a heloc around prime
- 10k from a credit card that offers promo checks at 2-3% for 12-18 months
- 375k in a brokerage
- 5-6k per month cash that I can put towards the project, loans, or brokerage

I don't want to stop funding the brokerage because my FIRE plan is less numbers based than "hoard like dragon until it's enough" but maybe I should... How would you optimize?

First time investing:

1) When I sell my stocks and have capital gains, how much do I pay in taxes? %?
2) Are Boeing shares worth it?

We bought a condo in February 2022 then as you know prices are going down while rates are flying up 😭 We're quite worried about the value of our home and can't really enjoy it. What's your thoughts about this? PS. First time home buyers 🤫

Hey Guys,

Can anyone please suggest sectors i can rent a 1bhk in and what will be the cost.
Please help me.

Suggestions on the best credit cards that I don’t have to pay for?

Trying to avoid paying an accountant, can I actually write off home office space/mileage if I was just permalancing for 3 months last year? Shouldn’t the 7 months of W2 take care of this 1099 shit?

I'm working on a Fintech startup related to commercial banking pricing. We would like to do some "expert interviews" with current RMs (we would compensate your time.) We want to better understand the friction points when it comes to price C&I or CRE loans. Please DM me if you are interested.

We are not looking for any private information, but more anecdotal evidence of issues that can be improved.

I’m leaving my job soon but I’m wondering if I should be truthful when I hand in my letter of resignation. There’s a ton of reasons but it boils down to: I’m worth more than they can pay me and I need to pay off these student loans. What should I say?

I’m graduating undergrad in May and want to do real estate investing long term. Is it worth it to get my brokerage license in the state that I’m moving out of (I would want to do out of state investing) or should I just take a general real estate investing class. The goal would be to grow in knowledge about all things real estate. Also, any advice on real estate investing for a beginner would be appreciated!!

What do you think is an appropriate base salary for someone with 12 years various marketing and IR experience across the alternatives industry and 2 years PE/VC fundraising experience? Looking in the broader NYC metro area.

Need a recommendation for a contract analytics service provider. Don’t need the lifecycle or repository bells and whistles, just need something I can feed 10k documents and it provides me with data points, preferably individually and in aggregate. Does something like this exist??

How does it work when you live in one state but represent & work in house for a company with operations in another. For example, if I live in California but I’m licensed in NY & working for a company with NY operations. Is this ok?

Database for M&A precedents? Trying to look for a share purchase agreement from a 2021 acquisition. Didn’t find it on EDGAR. Is there anyway to make sure the document is not publicly available? How can I get access to this agreement?

How much money do you have saved up?😳

What’s happening with the Chinese stocks? Do you think it’ll continue going down or will it go back up?

Hi everyone!! Got an offer from Healthplix, Bangalore based start up. Any thoughts on this?

I think my 12 week old labradoodle has play aggression. I get puppies around this age may have biting tendencies, but i dont know where to draw the line. Is this normal? * viewers discretion is advised* see next post

Hi Fishes,
Considering recent news about credit Suisse and it's fall in shares in this year ,is it good decision to join CS ? In Finance (FP&A) profile.
Please help to make decisions. Thanks in advance

What is your favorite Caribbean destination for a group trip (all adults, 3-4 couples)? My husband & I usually do an all-inclusive resort in Jamaica or a beachfront condo in St. Martin, but we’d love to go somewhere new. I think renting a beach house with a pool makes the most sense, but I have no clue where to look. Our priorities are great food & drinks and beautiful scenery.

I got a offer from HCL as a Process Lead , Can someone let me know what would be my Key responsibility Areas and Profile.

Area- Applications

Context: suit shopping for a wedding.
Having to buy an off the rack suit for a wedding, the only options are 40 or 42, when I normally measure 41. Do I buy 42 and just get tailored more heavily?

Favorite jeans brand for wearing to work in a business casual environment?

Cuff links without a blazer? Yay or nay?

Someone please tell me salary range for a Sr. Associate. How much I can negotiate with hr?

Hiya! I was wondering if anyone here has any good recommendations in terms of books or learning material that I can pick up to learn about sales and marketing relevant to the consulting industry?

What was the first thing you did once you become partner? I am assuming heavy pressure on selling more than what you were selling before?

Big4 Partners: could you provide some insights into how the Big4 pensions work. Assume one becomes partner at 40, and then retires at 50 after full vesting, how much annual $$ you get after retirement?

Partners, what is your advice to folks who are currently on bench on how to best utilize their time and what value add activities (personal/professional) that they can/should do.

What has been more beneficial to your career and why: specializing in a service offering or an industry?

Looking for advice in context of being a EY SM that will be part of NewCo if it goes through. Would I be better off shooting for MD this year vs waiting 2-3 years for Partner?

/x-post from the Consulting Bowl/

Hello, Partners. Can anyone recommend fantastic courses, videos or training for a new manager like myself? I’ve come from a tech background and looking to be C-Suite

How did you find out what you want in life? Feeling lost mid-career..

All else equal, is it easier to become direct admit PP rather than promoted to that role from SM or MD? Seems less obstacles. Thoughts?

Who has started business travel? How many trips have you made post lockdown?

Partners/Principals - how do you focus and continue to work at the same rigor, if you have made your numbers or 75% of your numbers? Do you take it easy or continue to grind/ work long hours as usual?

PMDs: what’s year 1 ACN MD TC? How would an ACN MD comp trajectory compare with a B4 Partner trajectory 5 yrs down the road? What are the pros and cons of both?

Hi Fishes,
A friend of mine is trying to return to work after 2 yrs of break. She is a CA with over 7 yrs of experience in Investment Banking and Debt syndication and is looking for opportunities in Bangalore.. Any leads would be helpful.
Thanks

Partner 🐠 - what are some traits of top candidates for final round partner interviews?

Partners, how have you managed to balance the work, obviously substantial, and your family? I see many with stay-home SO, but wondering if it is possible to prioritize family if your SO has a demanding career

Partners: where do your clients come from? Do you spend more time acquiring new clients or using your network from past projects/peers?

Have any of you considered FIRE? I'm sure some of the partners are young and rich enough to retire. So why not say screw working until 60 and to hell with the pension? Travel the world and live life while I can?

Anyone got the skinny on Alix consulting?

Got pinged by a recruiter for an MD role in digital transformation

He claims they compete with MBB and Alvarez.

Thoughts?

Just heard FY23 partners at PwC are getting only 40 shares vs.60 last year. Looks like new partners are being shown the middle finger by Tim Ryan in favor of increasing stock price and getting more catalyst hires. Sucks!!

Heard that partners at MBB that focus on public /social sectors (higher education institutions, government, non-profit orgs) get lower salaries than peers. Is that true and by how much?