Long time client with inheritance from Columbia of about $750k. Assets in an acct with his name for about 10 yrs. He has been paying taxes there. Has to bring to US now! Anyone on process, taxes?

Do you think independent agencies will be in better shape to handle COVID-related client budget reductions and/or losses?

Or does it not matter and layoffs are equal across the board?

Bought a 300k end unit townhouse in Atlanta, 14 months ago with 10% down (3.65% interest rate). Prices in subdivision have been increasing over that period. This month 2 non-end units listed for 330k and sold right away. The opposite end unit on my 5 unit building was listed for 340k and is currently pending. What is the best way to stop paying PMI since since I should be at 20% equity?

Recent college grad with ~$25k in student loan debt and no investments. I have about $10k I want to invest but I have no idea where to start. Please help

Good cities/neighborhoods to invest in around Dallas? Looking for a SFH with max price around 300k. (w/ 70k down)

Still using Ally Bank savings account, but the APY had dropped to .60%. Time to move. Any recs on personal savings account? This is my emergency “savings”

Relocating from the west coast in late spring. We have three kids under 6. School system is important to us. Thinking relocating to the Lake Norman area or Fort Mills. Pros and Cons. Looking to purchase a house and sq at least 3250-3500 min. Any advise for the area.

Partners, what are signs/examples that a project’s leadership is prioritizing the clients needs over the team beyond the normal ‘nature of client service’? Is a convo is worth it?

Where is the sustainability sector headed in the Middle East, project wise?

FLORIDA: can an attorney accept services as payment from a client? (E.g: drafting a demand letter for a client in exchange for web design services)

Can anyone suggest if I can make a rental contract with my parents on a 1rupee stamp duty letter for below 1 lakh? If so, can I directly submit that to income tax department while filing the return for claiming refund or should I be disclosing in Deloitte Portal for last FY 2022. Also, I assume 11 months contract doesn't require to be registered with the govt? Please correct me if this is incorrect. Appreciate your suggestions on the above for tax benefit purpose..!!

Has anyone put work in their book that the client denied? I wrote some pretty great lines for a client and it’s like they hate creativity. I really want to put them in my book, is that a bad idea?

Had the CSP for 18 months. Do I upgrade to the Reserve now (no signing bonus) or wait until my 24 months are up and cancel old/apply for the Reserve to get the signing?

I own two small companies, 1.5million in sales combined. Owned them for more that 20yrs. Getting older and thinking of selling, would like to sell by end of 2025.

Not sure how to go about selling. Any ideas?

How do you 100% utilized folks try to network with other folks in at the firm if you’re always at client site? Trying to get some face time with them

What funds are you investing in your 401K? Also, if I change the funds in the 401K by moving all current holdings into another fund, does it count as capital gain since it would sell old and buy new?

Hi all, looking for advice.

I'm a technical writer with background in the hardware and healthcare industry. What would be a better option for me, pivoting into software tech writing or project management.

Which one pays better/is better (any advice appreciated, must be fully remote role)

If software tech writing, does anyone have advice on how to break into a role or learn what it takes to become one?

For PM, I got a cert (not PMP) and am trying to decide which of these two I go with.

Does anyone think there is long-term viability in Cryptos?

What all methods to save tax on a 22 LPA salary (fixed including PF both employer and employee) apart from standard 80C, NPS, insurance and home loan, etc

Hi Fishes,
My total experience is 5 in QA, I attended Deloitte interview. First round was technical and it went quite well, they asked lot of theory questions. I answered few and quite I was not sure of answers. She gave feedback like my communication and confidence level is good and project wise I'm having good knowledge and coming to concept wise it's not upto the mark for experience. So my query is will they call me for next round?I really wanna get selected since Deloitte is mydream company

Anyone who has experience of working in pre launch area, need some help

Thoughts on the 4Runner appreciating in value any time soon? I wanna get a 911 (I know completely opposite) but I’m getting lowballed for my 4Runner

JOBS!!
Neptune Retail Solutions is hiring an Art Director/Senior Art Director. Amazing work life balance! Feel free to DM if you have any questions :)

Good morning! I have a nephew who’s interested in coding (video games, apps, etc.) and I wanted to know if there’s any virtual programs, bootcamps, courses he can do (maybe some that can give him college credits). He’s 14 and just started high school in Atlanta, Georgia! If anybody knows anything please let me know!

Does your organization make you feel like your work is only a support function to their more profitable businesses?

Hi Fishes,

Anyone knows any CA who can help me in saving TAX by showing in donation or Other deduction.

New to gds. is today salary day? Or tomorrow?

Can you be on more than one project at a time? Like if you have a project that only takes up like 10 hours a week, can you get onto another project to fill the remaining hours? I know your coach is supposed to be your project manager which is why I wonder if it’s maybe not allowed?

Can anyone please share the experience to allocate the project after joining. Experience in Java backend. Is there any tips to allocate project before joining or after joining. Thank you. @

My girlfriend: *starts joking about something dumb she did* Me: *starts joking along and laughing about it with*. Her: “how could you do this to me?”

“Keep costs down”???? I am happy to keep costs down by not working on this ducking matter anymore. Maybe stop saying yes to matters that are too small to justify our rates and staffing an expensive senior person on them when you’re already dying trying to get anything staffed. You didn’t have to do shit on this matter, didn’t hear you complaining about my taking the lead and managing everything for you when that was happening. >.>

I’ve seen this rant a lot so I know we all have that one partner—but for the love of god can you just forward me the emails when you get it?? I see you got this urgent request over 10 days ago 🙄🙄🙄🙄🙄

Hi everyone,
Anybody need any referrals for -

1. Java (3+, 6+Y Noida)
2. QA lead (2-3Y BLR)
3. ReactJs (5+ Chennai)
4. Devops (8-10, Nagpur)
5. C++ (Nagpur)

Sunday Fun Day!
Wordle 547 4/6

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I just finished YSOM's behavioral assessment....what the hell...

Seriously.

What is the fair range of S1 Tax big4 salary?

Location : Chicago, IL

I got an offer 78K, and just got a new one from another firm. (80K)

I am trying to negotiate the salary to 82K as my target...

Am I asking too much?

Do you always need an MBA to get into MBB?

So how does the Uber PIN thing work at LGA? Whenever I request an UBER there, it just connects me with a driver. I don’t get a PIN for the cars queuing up.

Can someone please advice me how to get into Managerial positions or similar positions with little to no coding… as coding takes most of my time and i start to hate it recently. I wish to manage people and move forward into higher position’s holding accountable and receiving recognition which can solve business issue than breaking my head why my code breaks. I am right now in SE II

I would like to take this time to sincerely apologize for calling people in there 30s old, I finally turned 30 and we are young af, unlike the old geezers in their 40s

What time do you arrive at your office on Monday morning?

Best coaching company to help focus on client service model and bringing in new assets?

Have an interview coming up. Am nevous about bombing. What usually trips you up and what should I look out for?

What are some good networking clubs, organizations, or groups to get involved in?

I’m feeling really discouraged. I’m in the merrill lynch fa program and I’m prospecting a lot and going to tons of high end networking events. I have good convos but then struggle to get meetings...

We have been utilizing a third party asset manager. We have grown to the point where we just don’t think it makes financial sense to continue to do that and need to bring the portfolio management in-house. Have a few questions for the group:
How many models do you run?
How much time do you devote to this weekly?
What advice would you give to someone who has had total reliance on TAMPs but making a complete change to investment management style?

Anyone familiar with the payout structure at PNC Financial?

Do any of you guys use Microsoft Excel or anything like that when doing financial planning? Like for example having an excel spread sheet where you type in clients income, and income when retired

Looking for an investment that will produce current income and has a small minimum investment size. This would be for myself just to have more income. I'm willing to take any amount of risk

Where do you all get your CE credits? I know that there are some lunches that I get invited to from wholesalers, but I don't have time to go to 27 fucking lunches.

Does anyone think there is long-term viability in Cryptos?

2019 Hot Take #1: Mutual fund outflows will continue and accelerate if the market pulls back.

Tradeshow tips? Any ideas on good promotional items or games/raffles that make prospects approach and leave an impression?

Does anyone know about fidelitys platform, base, compensation and goals?

What software does your firm use and how do you like it? CRM, scheduling, virtual Meetings, Client Portal, consolidated statements, etc.

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

I just finished the book I was reading. What should I read next?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP