I work at the intersection of tax & estate planning, some tax-M&A, business succession (tax aspects). I’m looking to add some resources dealing with estate/gift/GST taxes. I would appreciate any direction towards relevant books, blogs, online community groups. Thank you so much!

like
Posting as :
works at
You are currently posting as works at

What state are you in? MCLE has great books, but it’s Massachusetts

Virginia.

like

Related Posts

Sold 10% of my ETH @$2,500 to pull out my initial cap investment - so tempted to throw it into btc on this dip. Should I pull the trigger at $50k or wait for $47k?

like

What’s a good, practical tax book to read for someone who knows nothing about taxes? I feel like I should familiarize myself with them but don’t know where to start/find the topic very overwhelming and dense even as a finance attorney. Welcome to other beginning finance book suggestions too! (Already read Kiyosaki and Ramsey)

like

Has anyone seen data on how certain ETFs perform relative to market cycles and to each other? Does that indicate one should own a mixed basket of ETFs or just one or two broad index ETFs?

like

I’m making about $100k a year currently in a MCOL city. I’m single with no kids, no debt, rent is $1k/mo and I’m maxing my 401k and IRA. Would I be a fool buying a $65-70k car? I’m a car guy so I already have a pretty cool car with only 40k on the clock, but have been considering upgrading. Thoughts?

like

If I currently have significant unrealized losses in my Traditional IRA (mostly funded with pretax $), would I be able to use these unrealized losses to offset the tax bill that will be generated after moving my investments from my Traditional IRA to a Roth IRA (i.e., backdoor Roth IRA)? TIA

like

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?

like

starting my first FT job and planning on investing 1k each month. any advice on how and where to invest this money?

** Very Important **

Tax declaration last date is on 15th May 2022.

I would like to know do I have to submit the investment documents now ? Or later in the month of March 2023 ?

Please let me know. Thanks.

like

Hey ENGINEERS, anyone needs any assistance in Income Tax return filing, please DM me.

like

UK - thinking of a buy to let in either Birmingham, Liverpool, Manchester - any recommendations on either /areas where you can get something under £140k.

like

Kindly suggest the best ways of saving maximum tax for this CTC :) :)

Post Photo
like

Let’s say you have two young, high income partners in a couple who want to buy a house together but don’t really care to get married. They already live together in an apartment but both want to move to a house to build equity and have a yard, not share walls, etc. Should one partner buy the house and the other pays rent until they get married, or should they get a mortgage together without being married? I realize there isn’t a “right” answer but I’m interested in people’s experiences here.

likefunny

Any advice on how to building wealth while making $80k a year? I am invested with my company’s 401k and am looking to buy a house. I have been working for a year now and have saved over $40k

like

Does anyone know how to get funds that was in a 401k account years ago into your current IRA?

like

Huge btc short position in market right now, I expect a lot of liquidity issues to come to light soon. Bitcoin should end up below 30k and stay there as new resistance soon. You all doubt my previous posts but all these bumps to 37-39k are fake bounces from retail buying the dip. Defi is gonna unravel. Do you honestly believe the 10-40% defi interest rates were risk free. It’s all paid by stablecoin printing backed by the assumption that crypto prices would keep appreciating

likefunny

I am in my mid 30. Is target fund 2040 a good option to use for my pre-tax 401k account? Thanks

like

Hey beautiful people,
I’m 27Y and work in tech. Unfortunately my carpal tunnel is getting worst slowly. I’m worry that I still have like 45 years more to be retired and can’t stop working because I have a f* mortgage to pay 😭 I have a super ergonomic workstation, but I know my hand needs a long rest, and I can’t do it… Does anyone relate? What do you recommend?

like

Porsche IPO worth buying now amid market and economy turbulence?

like

Single and childless but would like kids. High income and maxing out all tax advantaged accounts I can but was thinking of starting a 529 in my own name to be transferred to future kids. If I don’t have kids maybe transfer it to my nephew. Thoughts, pros, cons?

like

More Posts

Anybody else ready to get back on the road? Ready for a change of scenery... 37/m

like

I got a offer from Shell Bengaluru, And they mentioned it's Hybrid and depends on Team, so approx will it be mandatory 3 days work from office?

Anybody working in Shell can help me understand please.

like

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

like

How much will be Gratuity ?
No. Of years served : 7

Post Photo
like

Openings for Graphic Designer with 5+ yrs of experience.

DM for referral or Suggest your friends as well.

DM for Company name & Other details 🤝

like

Is it permissible to work at a VC firm? From what I understand it should be because both parties are taking risks.

likefunny

Anyone leave Deloitte for Booz Allen? Thoughts or experiences? Utilization and compliance are absolutely doing my head in.

like

For those that left Big 4 after 1 year for a smaller public accounting firm, do you regret your decision or you’re glad that you left?

like

I have been in Risk Advisory for about 5 years but I have been feeling extremely bored with the work and I am currently contemplating my next career move. What are realistic career opportunities for me excluding technical accounting, internal audit and compliance? Would obtaining an MBA help my career prospects?

like

SIL and BIL told us excitedly last weekend that she was pregnant (had literally just found out, so barely four weeks). This week she tells us she’s not pregnant anymore :(. They did not seem super torn up about it and were very practical about it. We said how sorry we were, etc etc. should I do anything else? Should I not mention it again unless they do?

like

35 Female NYC, 🥳

like
like

Tips for doing a first stock pitch? I have a good grasp on what the company actually does, business risks, main competitors. How much do I talk about valuation, and what should I really be mentioning or focusing on here?

like

Tips/advice/things to consider while starting an ERG?

like

** Very Important **

Tax declaration last date is on 15th May 2022.

I would like to know do I have to submit the investment documents now ? Or later in the month of March 2023 ?

Please let me know. Thanks.

like

starting my first FT job and planning on investing 1k each month. any advice on how and where to invest this money?

Is paying a career coach worth it? $4000-$5000. I was looking at Madeline Mann. How true are the success stories?

like

I have got an addendum letter from Wipro today stating that my date of Joining has been extended by 45 days. My joining was in mid August. I have 2 options to Accept or Reject the addendum.
Can i reject the addendum, how will it impact if I reject it ?

like

Did anyone have to interview with McKinsey alumni during the McKinsey interview process and how was the experience. I have an interview in two weeks.

like

What’s the best way to pivot into data analytics role from accounting/reporting background?

Additionally; what’s the best way to do it from the managerial level (I.e. currently FR Manager).

likefunny

Additional Posts in Tax Law

Looking to make the move from big4 to law firm. I am a JD/LLM and a new manager. Any suggestions on networking with COVID, recruiters, etc.? Also interested in hearing experiences of others that have made the move.

like

Any T&E associates in here who I could talk to? I’m a transactional tax associate at a v5 firm doing M&A and capital markets work and hating it. I’m a 4th year with an LLM and a clerkship and I think I regret not pursuing T&E or private wealth.

like

Best DC law firms for tax controversy and litigation?

I’m currently in my fourth year with fed government and thinking of going private, but I have no interest in planning/transactional work

like

Anyone on here looking for a new comp/benefits job? Message me :)

like

Odd request, but does anyone have a post-TCJA international tax law school outline that I can connect with?

like

How difficult is it to lateral to other areas of tax without prior experience in the area? (Ex: Income tax planning to estate planning, corporate tax to exec comp, or estate planning to controversy work, etc.) Assuming you have an LLM or a couple years of experience in your first tax area.

like

Junior biglaw tax associate here. Considering an internal transfer vs lateral to NYC from a smaller market. Any firms in the v20 I should avoid/look into? I have pretty reasonable hours at my current firm and trying to avoid going to a sweatshop. Interested in international tax and hoping to avoid m&a. Firms I’m considering: Latham, Gibson, Sidley, Goodwin, Milbank. Thank you all!

like

Other than general tax and estate planning, what are some practice areas can a Tax LL.M. be beneficial in? I’ve heard it can help you in M&A, but I’m curious if anyone has additional thoughts

like

I'm considering switching my practice from tax to exec comp so that I can work remotely indefinitely. If I dislike it, do you think it would be difficult to switch back? I'm a 4th year that works in biglaw.

like

Has anyone made the transition from law to public accounting or tax in industry? Are you happier? I’ve been thinking about making such a move since there seems to be more remote opportunities in accounting. Advice or talk me off the ledge?
(My background: Big 4 SALT > State AG’s office (tax) > small commercial lit firm > COVID > city attorney > in-house (real estate))

like

Recommendations for a west coast recruiter specializing in tax positions? For someone in biglaw who wants to go in house.

Are there any search firms that specialize in placing tax associates?

like

Well, I believe that being an adult with ADHD and being a Tax Lawyer is not the best combination - currently, I feel exhausted

like

Hi everyone - I am looking for a new role and would appreciate your support. Thank you in advance for any connections, advice, or opportunities you can offer.

like

I'm currently completing a tax LLM (as a foreign trained lawyer) but considering pursuing a JD. I'd like to do it part-time while working. Which firm/service line gives me the best chance to do both? Also, is part-time Big4 work even a thing?

Debevoise Hong Kong is hiring a tax associate (2nd to 5th years, but there may be flexibility in class year), ideally with experience in funds tax. Comp is the latest DPW/Cravath scale plus a COLA each year and moving costs. I'm currently there, and I'm happy to chat if anyone is interested.

like
like

I've decided to enroll in NYU's tax LLM program part-time this fall. I'm currently at a V50 firms and I'm in the middle of lateral interviews. Would updating my application with this news hurt or help my offer prospects?

like

Anyone have any thoughts on a fair salary for a part time virtual tax prep-focused position? I’ve been made an offer for south of 800 hours/year (fluctuating for seasonal ebb and flow, of course), and I’m curious whether it’s a decent offer or not. I have 13 years of experience in a big box franchise where I’ve handled complex returns from day 1. 30% of my workload has been 1120/1120S/1065 and the rest higher-level 1040s and a few 1041s & 990s. I’ll be bringing 75-100 clients with me.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal