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Tax Loss Harvesting worth it - if the future cap gains exceed what you may save now? Torn between adding more vs harvesting (gains on individual stocks/etfs are minimal to none this year) lol

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How long do you spend on monthly reporting for your clients?
My 3-person team spends about 15+ hours a month each writing monthly reports for our clients (99 small retainer clients). We’ve received feedback that they’re too complicated and the clients just want to know - are we on the right track, what action items are there, and what any next steps are in their strategy.
How do you simplify without losing value?

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I'm a Canadian on the TN visa working in the US and planning on maxing my Roth IRA (6k) and will have enough left to max my 401k this year, but am not sure if I should just use a taxable account over 401k due to tax considerations when I move back to Canada (likely 1-2 years from now). Any thoughts here? I don't think I'll have enough RRSP room to move 401k>IRA>RRSP and I would prefer to not have to file US taxes every year in retirement for withdrawls if I left the 401k in the US.

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For any real estate investors

22 years old and currently focused on using my left over income to invest and pay off my debt. I am set to pay off my college loans by next year and, when I do, I want to look into investing into real estate. Does anyone have any suggestions on how to get into/learn more about real estate investing? Or how I can have enough knowledge on the topic to be able to invest wisely when the time comes?

Any books? youtubers? etc. How did you all learn about it?

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Is your agency Agency most interested in their DEI initiatives when pitching new business?

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Hello Fishes and Shark, For Murex roles is it better to go for foreign banks as a BA or PWC as BA?
Honest opinions would matter a lot. Thanks.

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Hi everyone,
Need an help in getting referred to a position in Wipro
Please help at the earliest,i have the relavant job ID.

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How long did it take you to find the right position the first time you went in-house? I am 5 months into it and regretting turning down the (lowball) offer I got a couple months ago.

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Anyone else long on AMT?

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Father who’s living in my home country is transferring an apartment ownership to me. Should I be worried if this is some sort of a signal, maybe about his health? Also what do I need yo be aware of legally and financially?

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Hi guys, i am looking for an opportunity in PWC for the position of Document specialsit. Can anyone help me with the reference. I would be great help

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Polling: Salary, location, years in media

VP/Group Media Director

130, LA, 10

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Looking to get back into SaaS sales after a few year hiatus. Any tips or recommendations to ramp myself back into SaaS sales? Any podcast or books, etc?

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Hello, first post here. Outside sales, merchant services/card processing. I’m primarily a welder but I work 4 10-hour shifts typically then I try sales the last three days. I’ve done it long enough to where I’m confident and comfortable going to new businesses, establishing some rapport with business owners. But it seems like a lot of businesses see this as a waste of time, even adding services and cutting costs. I guess either I’m looking for advice or considering not doing this anymore.

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Potential client owns an e-commerce website selling graphic design posters (think college type posters) submitted by a freelance artists. Most of sales are from posters based off of celebrity musicians. Does client need a license from the celebrities to sell graphic posters of the celebrities even though it is from freelance artists?

And happy Fourth of July to all 🇺🇸

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Additional Posts in Ad References

Agency: Simons Palmer Denton Clemmons Johnson (London - UK)
Year: 1996

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likesmart

Diet Pepsi
AlmapBBDO - 1996
Copywriter/Art Director: Marcello Serpa

Post Photo
likesmart

Who wrote the print ads for Lyric Opera of Chicago?

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