Not Your Father's Accountant

@MJNewfield @jbrendanfrazier I'll bite...and DM

@BestTaxCPA_Jr @jbrendanfrazier Reverence is def not my brand... DM me, happy to hear more.

Elite communication skills aren't born. They're bred. So, let's practice... Client: "I've done a lot of thinking lately and decided I want to retire early." How do you respond? 👇👇

If I just be a "good person" & put myself "on blast"...Do I really need a brand other than that?! I'm here to challenge the status quo. I'm also here primarily to be a "white man" lending himself in support of issues concerning "women" & "POC"--"Patriarchy" requires a father.

@MJNewfield @jbrendanfrazier Yay! A "snarky" one! Still looking for a CFP to play a friendly scrimmage w/... Last 1 thought 16 letters meant a brand & wasn't funny at all--I too am not always! Maybe u would be! (We're in a forum on communication for financial professionals...) Lemme know. DM is cool.

@jbrendanfrazier Awesome. Tell me more.

@thirdgenwidget @jbrendanfrazier this is meant purely as friendly feedback: quotation marks used in this way might tend to lead people to conclude you "sound like an A******", which is then (in my opinion) bolstered by what sounds to be a non-genuine emotional communication regarding you being "glad to hear it"

@jbrendanfrazier “Most people never get to retire on their own terms... so I’m glad to hear it.”

@JohnDiMauro @jbrendanfrazier how do you know that? No one said anything about it.

@jbrendanfrazier Unfortunately you haven't done a lot of savings lately so you can't retire...

@danielmkopp @jbrendanfrazier I give you a like here at the risk of being the hypocrite to tell you it sounds like you care too much....oh...S***....what was I doing again?!

@jbrendanfrazier Interesting! Tell me more about that means to you. … what does early mean to you? What would that look and feel like? Visualize yourself one year after it happened … share what your life looks like, etc.

@cowgasp also let me know if you understand how to knock-off your own brand

@cowgasp nevermind: I was about to offer you a challenge until I saw there are 3 other people on Twitter with the exact same name as you--how's that for sub-par lasagna? Let me know if you are interested in a non-generic brand looking to shake things up in an untraditional way.

Actual physical products paired with Web3 NFT's?! #Litsaber In this case, it's a "vape pen" for cannabis🤔 (510 Industry standard cartridge according to the presentation) What exactly is going on here?? This actually looks pretty cool!! #Web3 #NFTCommunity #HYBRID

Do you remember when you joined X? I don't! #MyXAnniversary is meaningless and social media managers around the world I hope are cringing...one in particular 😘

Does this count towards continuing my streak? @duolingoespanol

@duolingoespanol twitter.com/BestTaxCPA_Jr/…

con el que empecé: 🇺🇸 cómo voy: 🇧🇷🇮🇹🇫🇷🇩🇪

Duolingo @ 3 mo.= talk shit to my "Latina Lover" who refuses to speak Spanish w/ me🤒🤢😲😰👽🤖 Queiro ser un maestro de la vida😌 Siempre estas muy enojada y aburrida😮‍💨 Queires mi dinero, pero cual es esta cita?🧐 Eres una nina—mucho gusto senorita😜 share.icloud.com/photos/073RRd0…

@adammarkowitzEA @tax_birdie (see above reply to the "birdie")--Herr Markowitz, du bist ein bisschen "spicy" ;) Manchmal vergesse ich mein Deutsch in trying to learn Spanish for the proud-Latina "Fortune-100 Girl of My Dreams" who wants trilingual children....better make sure I literally know what I mean

@tax_birdie A compliment of the highest level which I thank you for.

This is another #TaxTwitter zinger for the books. I am never disappointed in the snark level here. I ❤️ #TaxX or whatever it ends up being.

@tax_birdie @adammarkowitzEA ooooo.... ;)

@adammarkowitzEA You do bring it.

@adammarkowitzEA dammit...I heard Orange County and then realized we aren't talking about California.... I still have yet to take a penny from govt assistance programs

Heads up, Orange County businesses! There's one last tranche of COVID-related money out there available to you in the county's newly released BOOST program. Grants up to $10k available for qualifying small businesses. More information here. ocfl.net/EconomicDevelo…

@tax_birdie I hope our understanding is clear regarding why I might ride you a little harder than average ;) I agree with your spin on this...I'm never (i.e. always) disappointed too/either... ...I don't need "Twitter" or "X" to shape a brand...are you "following"?

@SimplyStatedFin thank you for validating my theories here....If we could all pay for "checkmarks" to be heard....for some reason my mind just went to politicians and top 100 companies ...hmmm...

@BestTaxCPA_Jr I pay for the silly checkmark. 😉

What is the difference between tax preparation and tax planning? Tax Preparation - 100% after the fact and strictly compliance focused. You've already earned the money and paid in any withholdings and/or estimates. You're simply paying a CPA or other tax preparer to use the available tax laws to determine how much you still owe the government, or how much the government may owe you in refunds. Options to lower your liability are generally VERY limited after 12/31. Your professional's job is to help ensure you don't miss tax savings or deferment opportunities. What's done is done in many cases. Tax Planning - Proactive conversations and planning with your CPA or tax advisor. Your professional takes a deep dive into your business income and other finances through a specific date and advises you on how to best move forward to take advantage of tax saving opportunities, or even make sure you have enough paid in to avoid penalties and interest for underpayment come tax season. These are separate engagements and will be billed separately as it takes time to do things accurately & correctly in each instance. You maintain your teeth and vehicles by getting regular checkups so other routine maintenance is more manageable. Are you maintaining your business and financial health in the same manner? Make an appointment with your professional before December to avoid surprises during tax season. You'll get more bang for your buck in those conversations.

@jbrendanfrazier @BrendanFrazierr I promise you my response was written before I read the remainder of this thread--I say because I think you are making some points w/ others I don't want to create possibility for you to mistake taking for "learning" vs "me". My name is Brendan F. by the way...

@jbrendanfrazier "I'm listening & heard what you said: now I'm finding myself wanting to know more about your goals and why you are thinking about retirement as something which is important to you...would you like to have a more in-depth discussion? I would be happy to offer any assistance I can.

@DanielYerger3 How many CFP's does it take to screw-in a lightbulb? 3--One to screw the lightbulb, one to screw the client, and one to screw everything else on a tax-deferred basis. How many CPA's does it take to screw-in a lightbulb? 0--CPA's haven't had a lightbulb moment in 500 years.

@BestTaxCPA_Jr The problem with explaining a joke is that it's like dissecting a frog. No one laughs and the subject dies.

Guide to being a finfluencer: 1️⃣ Pick a shtick (Dividends, Real Estate, Crypto, etc.) Talk about it non-stop, even if you don't own it and don't understand it. Pump. That. Shit. 2️⃣ Make dumb statements as questions to trigger Cunningham's Law for engagement. The "?" is your 🛡.