NJ Personal Income tax question:
My wife and I file a joint return. We were part time residents in 2020z unfortunately, we both filed our joint tax return. My wife sent via paper and I sent electronically. Any idea what happens now? Can't get ahold of anyone.
To make matters worse - NJ doesn't have a paper part time resident return - so you file a resident and non resident separately. Ours net to a refund but the resident one shows a large amount due and the non resident shows a large cont...

So my offer letter says I have return back the signing amount if I leave within a year. How does the math work-full rerun of 20k or post-tax deduction the any that I received ?

For those that are currently investing.. Did you have an emergency savings first then started investing or did you just take $$$ and start buying?

Buying a condo with an HOA - what’s the average reserve % you’ve seen? My HOA is 23% funded, and recently raised dues.

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

Best credit card for travel?!? And, why? Never really used airport lounges.

I have the Marriott Bonvoy, SW rewards and CSP.

Any Amex employee here with an Amex card? Could you guide me on the process and eligibility of cards and what benefit do we get as employees?

Hey Desi Fam. I am in California but looking to move to the East Coast to be closer to my wife’s and my family as our kids are growing up. Started looking at northern suburbs of Atlanta and that area ticks all the boxes we are looking for - great schools, family based neighborhoods, and diverse population. Are there any Atlanta natives here who can help us narrow down the city and neighborhoods we could target. Would like to buy a medium sized home < $700k. Thanks

I am doing a back door Roth IRA through Vanguard and while everything makes sense to me, I am unsure if an additional $6000 be invested for a non working spouse. We satisfy the criteria but two questions - 1) Is this still valid I.e., $12k can be invested for 2021? And 2) Any insight into how this is done - Vanguard doesn’t let me add more than $6k as it’s above the individual limit. I tried searching the bowl for specific answers but wasn’t successful. Inputs appreciated.

Bi-annual plug to say I’m a realtor in Charlotte, NC if anyone needs help buying a home or investment property. DM me!

My play for next week:
Sell the SPY 200 puts since the market would plummet. Look for opportunities to buy back, probably when the stim bill passes. Would love to hear your thoughts on it

For rent paid below 1 lakh there is no need to submit landlord's PAN. I have calculated based on my HRA and if I show rent paid as around 96k my tax refund will be around 13k.

However there is no rent agreement or rent receipts.

Will it be a problem later on if I show this in my ITR?

What other cards to add to my collection? I have AmEx Platinum and Chase Sapphire Reserve. Fly Delta so AmEx is handy for lounges. Use Sapphire for dining/travel. Should I add Chase Freedom Unlimited?

Once you get promoted to manager, what stocks and commodities are you prohibited from buying for independence purposes? Does this apply if you are in tax as well?

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

I work for a company that gives me RSUS as part of my compensation. Am I allowed to short the companies stock to minimize my downside risk in case stock price drops? I value certainty of my RSU payments over any potential upside

Can everyone stop asking to raise taxes? People don’t deserve 24/7 handouts. Let’s take some responsibility, pls and thx

Anyone here with a negative net worth (excluding 401k) in their 30s? Or am I an outlier?

Any recommendations on credit cards with lounge access? Currently have the Chase Sapphire Reserve which has Priority Pass, but have been turned away from lounges not accepting PP at peak times

At what income level should one be comfortable to spend 2400/mo on rent in HCOL? Assuming single, no kids, no debt or major expenses.

Still don't understand how they will ever be profitable:

Kunal Shah's Fintech unicorn CRED has raised $80 million of fresh capital as part of its Series F funding round from new & existing investors.

Valuation jumps by 60% to $6.5 billion.

Which is better to join @capgemini or @BNY?

I got power and internet back last night but I have no pressing matters so my bosses don’t need to know that 🫣🤫

What is a challenge you’re going through this week?

I removed the F1 key from my keyboard and life has been so much better since

How competitive is the Oracle BDC role? Is there a difference between BDC, BDR, and sales rep?

Current senior in undergrad here, previously looking at consulting but now very interested in tech sales.

Hi all,

Any Australian EAs on here? Or am I the only one so far 🥺

X

No one wants to be “that account guy”. What’s that phrase mean to you? How do you avoid that label?

Any account management processes/docs that are worth sharing?

Thoughts on moving into (dream) industry 1 year and 9 mo in consulting: entry level analyst role for comparable pay and 9-6? Vs senior analyst, which seems to require 2-3 yrs of experience... (con’t)

Any reccs for lesser known Italian reds that you love?

Is PE Ops a good starting point if you want to learn more about entrepreneurship and prepare for your own start up?

What’s the average project delivery specialist compensation in GPS like?

Can anyone help me with a referral in big4?

Skills: Devops & AWS
Yoe :4.5

Nobody asked, but here I share the best 5 tools that will ease your job as a community manager:

👉 Canva
👉 Hootsuite
👉 Google Drive
👉 CapCut
👉Qoob Stories

Would you add or change something?

How is Tell Day shaking out for everyone? Any good surprises? My bonus was smaller than I thought, but did get promoted to Consultant!

Difference between Vodafone India services and Vodafone Intelligent Solutions? Are these two different companies?

Are allies helpful or hurtful in the office? I feel like allies want to help, but end up not being effective...would like to know your thoughts.

I am having climate anxiety about the upcoming winter. Feeling like this winter is going to be pretty bad...

Can anyone tell me if Marcum drug tests experienced hires?

Anyone in HNW 1040/trust/family office at Marcum? What’s culture like? Pros/cons?

International tax senior associate- Deloitte

I have an interview with Deloitte next week for senior associate Internacional tax in California. How much salary I should expect? I am sure this question will come up and I don't want to underbelly myself. Currently I am a senior at other Big4.

Pay your fair share!

Do you play phone games during busy season?

I am going way over budget but 1. Even s seniors have admitted some unique circumstances have happened and 2. I’m working like insane hours 3. I’m trying - I can tell by tone management is not happy with me. I’m legit trying the best I can ....

Does anyone have any good self created templates they’re willing to share for use in the context of stock option planning?

I miss BNA 🥺

How hard or easy is it to transfer groups within EY?

In Texas & my CPA CPE hrs are due this month. The corona virus has really impacted my work/plan to finish them and I’m worried I won’t get them done. Anyone know anything about possible extensions?

At any level above Senior, how do u manage the relationship between utilization and realization, which is an inverse relationship. Seems to be either blow the budget (and write it off), or eat a lot of time.

Recruiter is telling me that fund administrators pay more than private funds at SM/Director levels. Are people seeing this? I always thought it was the other way around

Intl Tax folks, how long did it take before you were confident in your role? I've worked for the past 3 years in a practice that is heavily consulting based (inbound and outbound structuring) and I feel like I'm only just starting to understand the foundational concepts (where I can explain them clearly to clients) and offering a shred of value. Then I'll have calls where partners discuss complex tax, legal, treasury and other related concepts that all go over my head.. it becomes overwhelming

I am curious how Onesource Income tax stacks up against it's competition.

International tax manager looking to move to industry in Bay Area or remote. JD background. I’ve been seeing that job postings for “managers” in industry ask for 8 years - I have 4. Is this normal? Advice on applying? Also what to expect for comp?

I’m at EY and my time is split between provisions and compliance. At other firms do people focus solely on one? I prefer provisions and would like to focus solely on them.

Have people been going through year-end and seeing sizable raises due to inflation? Or are raises being kept in check due to slumping economy?

How long does it take for PwC to send out rejection email? I interviewed with the team like a month ago, the recruiter called me the next day and told me that congrats, everyone likes me and told that they were working on my official offer. 3 weeks later, nothing. I followed up 3 times already and got the answer that I should expect to hear by the end of the week. My last follow up email, no response lol. Should I just move on now?

Has anyone made the switch from public accounting to a tax role at private equity firm?