I just found out I made partner! At my firm this now makes me a K1 earner (starting Jan. 1) and totally changes my tax status. I want to meet with a financial advisor to learn about what changes to make and how to maximize any itemizations, etc. moving forward. Any recommendations? Preferably someone in the DC area if possible.

likeuplifting
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I’d ask your firm if there is someone they would recommend. About 90% of the K-1 partners in our office all use the same tax preparer who advises on the decision whether to set up an LLC, etc.

likehelpful

This

I have no recommendations, I just want to say congratulations!

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I know nothing about finances, but I wanted to say congratulations!

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Congratulations! 🎊

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Congrats!

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Congratulations!!

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Congratulations!!!

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I was just on LinkedIn again and realized I also follow another financial advisor who specializes in helping attorneys and I love his posts as well. His name is John Duggan he is based in New Jersey and with Prudential Advisors.

Congratulations! Yes, ask around your office. You’re a partner now. It feels weird at first, but you’re a peer, so it’s okay to act like one.

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Congratulations! What a milestone!!! ✨

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Congrats! Is your firm announcing promotions in November?

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Yes

Congregations! Agree with asking other partners at your firm - a lot of the partners in my office use the same guy

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Congratulations!!!

Congrats!

Omg!!! Congrats.

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