I am not from the US and taxes overwhelm me; the first few years I did them with TurboTax and it was fine but then I entered a domestic partnership and had a baby. I also bought a house (that I don’t live in), so I went to H&R Block to give it a try assuming they could advise me on optimizing my return, it seemed that they are completely transactional as the person is just typing numbers in a form. Any recommendations on how to navigate personal taxes with an actual advisor?

For background checks... who do you guys use and would you be willing to share monthly membership fee/cost per check? I currently use HireRight and have been happy overall... but I don't feel that it's very competitive at $48/check. Thanks in advance!

Any advice in terms of investment to save the maximum tax?

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

How much do you have in savings (cash, 401k, etc.)? And how old are you?

Hey all! I’m 30 years old. About to close on a house with a 5.75% fixed 30 yr mortgage. If you were me and your goal was to maximize your net worth by retirement, would you put a few thousand dollars extra into paying down the house faster or invest that extra money in the market? The 5.75% doesn’t feel that low but also not crazy high so I’m torn. Thoughts? 🙏

Best options (companies that provide) term life insurance outside of work? Please advise - looking to get this done this week for wife and I

Finished Rich Dad Poor Dad and appreciate the emphasis on creating alternative cash flows (vs. just income). Does anyone have book recommendations on creating wealth? I've focused heavily on income + 'safe' investing, but intrigued to learn more.

Buying new home first time in Austin, what you recommend to do 10% down payment or 20%. If I do 20% then saving around 60k in a year. Considering inflation is coming and house prices is going down day by day.

Looking to purchase my first home…yes at 47 years old…single family for me and my 4 daughters. Need a good mortgage with a low interest and a good program for teachers. In Northern California

Hi everyone! I’m a young professional right out of college getting into investing and personal finance management. Trying to better understand and educate myself on personal finance and investment strategies. Can someone recommend some recourses (books, podcasts, experts to follow, etc.) where it’s clearly explained for beginners? Trying to make sense of 401Ks, Roth IRAs, emergency funds etc.
Like I’m looking for someone like Dave Ramsey but for investment and money management advice.

529 Plan VERSUS Prepaid

We live in Florida and currently have a Freshman in High School and a 16 month old. We hear from our friends and family with college bound children "I wish we would have done Florida PrePaid." After obviously ignoring this for years, we are finally trying to do it before "it's too late" for both children.

Does anyone have recommendations on which plan to go with for each child? I once did the pros and cons on a whiteboard and it seemed like 529 was better.

I spent the last 3 months "growing up" & now I'm ready to go. 1st thing is for me to get my own place. I'd like to buy instead of rent because I don't want to pay someone else's mortgage.

I'm thinking of selling my car & cash out some of my 401k to buy a house. My thought is to put down 3.5% for a FHA loan then make a big payment towards the principal to reduce long-term interest.

Anything wrong with this thinking or anything else I should consider?

New to preferred stocks.. any recommendations on what companies to watch out and invest in

I can’t believe I sold my NIO positions after holding for several months right on time at $53 this morning. What is a good price range to buy some positions back? Any thoughts? Thanks!

With NYC legalizing weed, are there any stocks to watch out for?

Anyone purchased gold or silver from Rosland capital ? Would you recommend it?

Hey 👋 is it advisable to invest in real estate / buying my first home with all the looming uncertainty with brexit ?

How to save tax for the money from freelance work? As i already have a full time job.

Random Q unrelated to advertising but is anyone investing through Fidelity? And what mutual funds/stocks are you investing in that show potential?

Want to try out some cocktail bars in Dallas (love Parliament and Atwater Alley)

Looking to get into some volunteer work - any ideas for a good cause in the area?

Hi fishes,
I was wondering if I put down my resignation now. And in case after a few weeks I decide to stay back, can I withdraw my resignation?

Send it 🚀

GDRX dump or hold

Anyone volunteering with the upcoming CFE exam this week?

For M+ folks (or the equivalent level at your firm) - what is your favorite thing about working in consulting? What keeps you going and motivated?

Hey everyone, I'm looking at a new knife as an Xmas gift to myself, looking to spend $200+ on a really great quality knife. My last one was a Global 10" chef's knife (G16) I gifted away, but now looking at a Global Sai 9 3/4" (Sai06), anyone got thoughts / opinions?

Just had year end discussion. Not at all happy with how it went

What are some good online communities (on Discord, Slack, etc) to join as a designer? Want to connect with fellow designers, possibly work on hobby projects together, etc... There seem to be quite a few for newbies in the space but looking for ones that aren't predominantly students/designers in training

Hi fish! Recently free MC here. Looking for a referral to a Big 4, or MBB

MBB folks, I’m a Product Manager (non-tech company) and interested in working at MBB.

Which level/role does MBB can offer me ?

Anyone who has started up a side hustle whilst working in consulting - is it generally a good idea to let your employer know or will they make your life difficult/try to push you out if they know?

(Context - I need the extra income to have a shot at affording grad school, I work for a small boutique, job contract was ambiguous on the issue. Side hustle is selling stuff I make as a hobby on Amazon)

Thanks!

When a consolidated unitary group acquires a TX Corp, does TX follow Sec. 382 and Sec. 383 and apply a limitation on the utilization of the acquired entity's TX R&D credits following the acquisition?

Will states start imposing sales tax on NFTs?

I want to leave tax. But as a salt manager what jobs would I even be qualified for?

Anyone works at KPMG MN office in the SALT practice and can let me know how it is?

My work office is in philly but i wfh in delaware. Why im i paying for both state taxes as well as philly tax. Is that right or do i need to make some adjustments. Im at PwC currently.

I was paid a retention bonus last year which I have to return - couple of questions: Will I get a corrected W2 ? If yes, how much time does it generally to generate a corrected W2? Should I wait for corrected W2 to file the return ? (with the current comp - I owe taxes however with the W2C - I will probably not..) thoughts??

My 2022 w-2 has states tax paid in California. But I was living in Illinois. I have paid more taxes per my w2. Do I need to file state tax for both IL and CA?

I am on H1-B visa, open to relocate and looking for State & Local Tax (Income/Franchise) Experienced Senior/Manager opportunity. Which companies are currently hiring visa candidates? Appreciate the responses, thank you!

Why is it when I owe money to a state from my annual tax filings, if I don’t pay the full amount I get charged interest. But when they owe me, they ask for additional documentation and won’t pay me interest for them stonewalling me. Not much volatility y/y in earnings.

Maxed out Roth IRA contributions when I wasn't eligible for 2021 (got a salary bump mid year). Do I need to recharacterize? It's a very small account that's been open for only two years. That's the only IRA account I own. Do I need to open a traditional IRA and roll over 6k + realized gains into that account and keep the Roth IRA. So confused how this works and got conflicting information from Merrill.

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?

Anyone making career moves out of SALT? Curious to hear where people are going and what career paths people are looking into.

Any big four hiring for indirect tax ?

Why did you choose to work in SALT over other areas of tax?

Anyone who recently started what is starting salary for a new associate in SALT? How does it compare to other lines of services?

New Jersey partnership question.

Partnerships need to use market sourcing for purposes of calculating NR withholding tax (though NJ doesn't even call this withholding anymore).

However, for purposes of calculating the NJ distributive share of income, you apply Gross Income Tax (personal income tax) rules, which is 3 factor and includes COP.

If I end up with 0% apportionment under GIT and 10% apportionment under CBT (withholding tax), the partnership pays tax upfront but NRs get 100% refund?

Looking for a referral to SALT opening with public accounting firms. Please let me know the organization you can help with. Thank you!

Hey Team

I'm on a H1B so I am supposed to pay Medicare and SS taxes, but my employer has not withheld anything- my hnr block advisor caught that but she just completed my returns assuming I don't have to pay those taxes

What is the right protocol in this case? Do I owe SS and fica taxes?

How is leaseholds taxed in Texas for personal property?

Need some help! Currently live in TX but work as an independent contractor (remote) for a NYC based company - do I still need to pay NY state convenience tax on income or would this only apply as a full-time employee?