BakerTilly people, what application do you use to prepare your financial statements? Do you use word/excel?

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.

Any entrepreneurs here had angel investors actually invest in your company? If so, how did you find them and how did it go?

Any good book for learning about real estate? I live in NYC,23 and I'm interested in getting in it next year God willing...?

I bought a bunch of stonks this morning. How long until I am rich?

Experts - I understand tha LEAPS help with liquidity amd magnify the returns but I am unclear what are the tax implications (Fed LTCG and state tax) when you are ITM and exercise LEAPS. Can someone shed some light on tax implications of the LEAPS? Thanks.

Has anyone here used infinite banking to fund their real estate investments? If so, could u share details about the policy design you got? Is there a way to tell how different insurance agents have different fees before engaging them in discussion?

Does private debt tend to win over banks in rising interest rates environment? Will it compensate the overall decline in borrowing for private debt?

What apps do you use to purchase coins such as XRP

Question on option price in relation to theta, does the theta component recalculate each day, or it changes even every minute? Say if u buy and sell within a day, expect to lose some theta value?

What are some of the investing must-reads that you'd recommend?

I'm a foreign national with a UK work visa, normally working in London. If I end up working from home outside the UK for 80-100% of the tax year does my UK tax rate change?

Anyone got a loan with Guaranteed Rate? Started looking for a condo(Chicago) and keep seeing them pop up. Looks like they charge $1290 lender fee, but wanted to see if anyone had experience with them

I bought my starter home recently. Want to dump everything else i saved into vti (will be about 70k). Would buy a forever home in say 5-6 years. 5 year time horizon is pretty safe right?

Hi guys! Looking to learn about real estate investing! I am a senior in college graduating with a degree in finance so I understand certain aspects, but am looking to learn more on my own about real estate specifically!

What books would you recommend I read?

Is there anyone from Canada here? I’m looking for some information on working out of the country, but selling insurance.
Thanks

How do people feel about Tesla ? Buy ?

Has anyone used individual citi wealth management account?

Any feedback on the same?

I was offered a position at fidelity. Now when I trade on behalf of a client, will I get commissions for that trade?

Considering getting my license and starting off as a real estate agent. I've always loved real estate, house flipping, interior design. What can I expect as income and time commitment as a brand new agent with no book of business? How hard is it to get established and become well known in my area? I'm in the Bay Area. Anything else I should know before I quit my job and persue this dream?

1/3 Question on tax treatment of nonpriority unsecured claims converted into long-term note decreased total liabilities under Chapter 11. An accrual based C-Corp taxpayer completed a Chapter 11 reorganization and converted a total of $1M A/P to suppliers into a $410K LT note (a $590K liability reduction). Should we view this $590K as the Sec. 108(a)(1)(A) excludable income? After reading through IRS Pub 4681, I think it makes sense to view the $590 as "Reduced Price After Purchase", but not

Have any of you used YouTube as part of your marketing campaign? If so, what did you do and was it effective for gaining clients in your region? What did you find to be helpful, or not helpful? Our firm is creating a YouTube channel and the partner who leads the estate planning/probate group is considering having us create and upload biweekly videos. I'm curious whether others have found it worth their time, especially since I may have the main responsibly to create and post content.

Might sound basic, idk what I'm doing. If my home office is in one state but i work for a client in another state for part of the year, should I file taxes as working and living in separate states ?

Told a friend of mine in tech I was considering moving to BCG. He asked me if I would have to move to Boston.

I followed up by asking what he thought the top consulting firms were. "I'd guess PwC and then McKinsey are the best. I've also heard of KPMG, Deloitte, and Bain, but I don't know much about them."

Just a reminder that outside our bubble no-one really cares about firm prestige etc.

Could someone tell me a bit about Yuzu Yellow or Mosaic? Thanks!

I’ve been struggling to find an agency gig for the last six months. freelance seems to have dried up and now I’m considering going for an in-house job. how bad will this move fuck my career?

What are some of your favourite books?

Any chances to move from Europe to the States? How’s the visa situation? Are agencies sponsoring?

Why does it take PA so long to count?

If you still believe the election was stolen, you should be fired from your job because no client deserves a consultant with such poor critical thinking skills.

Anyone have insights on the 2023 IBM Enterprise Strategy, Senior Consultant position(comp package, what they do etc). Looks like it has a Start date ofJune 2023 or later.

Any insight would be helpful!

Trying to get out of consulting. Ux is so watered down and I’m terrified that it’s going to stunt my growth. I’m overall just not happy. Sure, consulting pats decently but I love the field of UX and just get stuck making wireframes that the customer requests. The field is so competitive right now and I can’t seem to land another job. Struggling hard

Anybody here who recently gave biometrics at VFS? Have couple of questions around documentation.

I have a counter offer with more package than the Microsoft. Do they have a policy of blacklist the candidate if I change my mind after accepting the offer?

🐠, need opinions/advice. Persistent recruiter asked me to consider having an exploratory convo with a company for a VP role even though I’m not looking to make a switch. That casual convo has morphed into two interviews this week, one with an SVP and EVP and one with the global head of the practice. It would be a $65k bump in salary. Worth going through with it? Should I mention that I’m not actively looking to leave my current job? Been here 6 months…

Can anybody explain to me the difference between IPE and PBC?
IPE being information provided by Entity vs PBC being Provided By Client.

Just moved to Dallas, looking for a new firm. Any have a particularly big tech/real estate practice?

Hey everyone. I am thinking about leaving PwC for a role at small company with about 40 employees where I'll be working directly for the VP of finance. I'll be implementing netsuite, accounting and

How do you deal with a challenger type of personality? I’m fairly new and I know the senior is trying to teach me the thought process. But she also makes me feel extremely small by the way she phrases her questions. I’m already stressed out not having everything figured out yet and this makes me feel super tense and down.

When you budget for your engagements, what percentage of staff time is your budgeted manager time? I have always heard manager time should be about 50% of staff time but now leadership is pushing back. I have found the 50% to reflect reality. Managers don't reperform the work but have to do a detailed review. Thoughts?

I think I’m ready to leave public accounting. Where do I even begin? (See more in comments)

my stress level peaks when there is so much work to do and the filing day is only 2 weeks away 🙃

What are reasonable exit opportunities from transaction advisory/fdd? I am considering a position in this but am concerned with getting stuck too far down the road.

Manager: “Do that this way”. Manager one month later: “Why did we do it this way? Doesn’t make sense. Fix”

I work at a mid tier firm in an audit group of ~20 people. We’ve recently had two seniors and a manager leave, and I just found out another senior with a ton of big jobs is leaving in three weeks. I also just found out I’m being promoted to senior with a raise of 10%. In light of all these departures though, I kind of want to ask for more.... should I? And what % raise is appropriate? Any insight appreciated!

I am a senior at a top 50 regional firm and have been here for a year. Prior to this was 2 years at a smaller firm. I am interviewing in industry and have not landed a gig yet. I am wondering if it is because industry folks are not familiar with my firm. I am thinking about making a switch to a top 10 PA firm and sticking it out until manager and then reevaluating a move to industry. If my ultimate goal is to move to industry, would you suggest moving to a larger PA firm for brand recognition?

I have a team that just completed an audit, on time, on budget, resulting in a happy client which makes me a happy partner!

There is often a lot of negativity on this site, but I just wanted to give

I'm having anxiety on why my laptop is delayed, is it normal at EY GDS? Will I get paid while doing nothing and just wait until my laptop to be delivered?

Do you regret accepting an early promotion?

Any websites offering free CPE credit courses?

Why do people accrue prepaid expenses?

Any audit folks at midsize and up firms (experienced senior and above only) looking for a role in accounting advisory/consulting at a small firm <100 people (completely remote), reach out to me. Busy season hours are approx 45/week. Comp starts around $105k

So is being an in-charge sitting around doing stuff all day but still feeling like you got nothing done?