Blake Smith

@wlthyaccountant @LizMpersonal @wlthyaccountant I know you’re busy, but would love to chat about those clients. Have about 300 returns I’m doing right now. Would love to add another 50 and call it good enough.

@wlthyaccountant @LizMpersonal @wlthyaccountant can you DM me about the no income tax state clients?

The first two weeks of April is the only time I seriously consider full retirement. I am really getting sick of the calls, revisiting the same returns again and again, forcing me to work past 4/15. Make me an offer.

@myersbradley Boglehead solo CPA here in TX accepting new clients 🫡

I get all my paperwork to my CPA by late February and they still haven’t filed. #smh

@br_betting @MrBeast I’m down for this. Dedicated live stream for 365. Let’s go.

Be given $1M right now OR get paid $10 per free throw you make for a year Which you choosing? (via breadbasket303/IG)

@nypost @ZaslowShow

American Airlines passengers shocked to learn their 'flights' were actually bus routes: 'There's no plane' trib.al/Vf75VeJ

@CPATaxTeam @Taxguy33962 Could you DM it to me also? I’ll DM

@Taxguy33962 I'll DM it to you

We have a good intake form that we use for prospective clients. I just used Claude to create an even better one and make it fillable and relevant to a specific client's situation based on our Discovery call. Claude updated it and reformatted it in 5 seconds. Saved me an hour.

@TKopelman Sorry major caveat. In a “specified service trade or business”

@TKopelman @TKopelman gets even better if the person is self employed using a Solo401k and the pretax contributions get them below the QBI phaseout range. I don’t know the exact math, but I’m guessing the benefit of today’s tax rate + full QBI deduction far outweighs the retirement tax rate

Simple 401(k) Example Pre-Tax 401(k): • Single person with $400K taxable income (after standard deduction) • Contributes $20k to 401(k) • Taxable income drops to $380K • Tax savings = $20K × 35% (top marginal rate) = $7,000 federal tax savings today. Then you will pay taxes in the future. Roth 401(k): • Same person, same income, contributes $20k to Roth 401(k) • Taxable income stays at $400K • No tax savings today, but investments grow tax-free forever Pre-tax 401(k) saves money today. Roth 401(k) does not save money today, but then you pay no taxes later Both make sense in different situations

@EricSpitz @money_cruncher Same here. Currently have a 529 and UTMA account for all 3 kids born before 1/1/25. Trying to figure out why I should/shouldn’t do this.

If I already have kids born before 2025 then I don’t qualify for the $1k. What is the benefit of using this account vs opening a costodial brokerage account? Currently I’m contributing with after tax money and they’ll be taxed at long term cap gains. Is there a benefit I’m missing?

🚨 BREAKING: New IRS guidance explains exactly how Trump Account works. If you have kids, you must understand these rules. Here are all the details:

@CrownCPA Hi @CrownCPA. I own a CPA firm in Lubbock, TX and would love to connect. I have available capacity. Thanks!

I’m just a girl, standing here, raking in requests for tax work for high net worth individuals and finding no one who wants to connect to do the tax work. Am I gonna be talked into saying yes to tax work? 🤨

Philip Rivers is back. Patriots have 11 wins. Cowboys are average. Joe Flacco is slinging it. There is drama in Philly. Matthew Stafford is a stud. Seahawks defense is nasty. Aaron Rodgers is the 4-seed. Browns and Raiders are eliminated. Your childhood ain’t over yet.

It’s all about Jesus.

@NotJackKemp @grok where in Lubbock was this video recorded?

Lubbock, Texas: not chill upon Nico's arrival in town

Nothing quite like high school football

@MichiganMattCPA Out of curiosity, smart watches track stress levels? I’m a CPA and would love to be able to track that.

How do I know I shouldn't have agreed to prep a 706? My stress levels left the lowest range on my health app for the first time in 2 weeks while working on it.

@CPATaxTeam @TheJacobTurner Didn’t realize who this was. I’ll reach out next week about what we discussed. Thank you!

@TheJacobTurner @BlakeSmithBS

🚨Moment is hiring 🚨 I will teach you everything I know. You will work with a team that is constantly improving. You will get to be a part of something that is in the 1st inning. ***This is in person role in St. Louis, MO. Job Description Moment Private Wealth is actively seeking a Wealth Strategist to join our team. This is an in person role in St. Louis, MO. In this role, you will develop relationships with our clients through frequent interaction, providing dedicated service to meet client needs. Moment provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management. Responsibilities *Lead the setup and maintenance of all client-facing platforms *Maintain the client service process for existing clients *Support team by ensuring the client review process is prepared in advance with set deadlines *Research unique and complex situations as they arise *Opportunity to be in client and prospect meetings *Execute trades via through 3rd party custodians *Coordinate new client onboarding, which includes account opening, account transfers, and confirmation of incoming assets. *Monitor client cash balances and work with advisors to determine client-specific cash management. *Work with third-party Custodians to meet critical deadlines and industry cut-off times *Help in daily operations and developing a comprehensive understanding of team processes and procedures *Answer incoming phone calls to the firm Qualifications *Bachelor's degree in Finance or a related field *3+ years of work experience *Series 65 or willing to get licensed *CFP or current CFP track required *CPA, or other relevant designations are a plus *Experience working with Fidelity/Wealthscape *Experience executing trades *Experience with social media sites such as X, LinkedIn, YouTube, and Instagram Email resume to info at Momentprivatewealth . com

@CPATaxTeam @TheJacobTurner I enjoy working for myself too much. Also could never leave West TX.

Tom Brady should be the quarterback of team USA flag football in the 2028 Olympics. One last accomplishment for the greatest of all time. And that 12 USA jersey would be sick.

@CPATaxTeam @MichiganMattCPA @CPATaxTeam hi Craig. DM’d you last week. I know you’re very busy, but it’s concerning this. Thank you sir.

@MichiganMattCPA We have one. Adding other advisors. DM me.

Is anyone aware of a CPA owned RIA that is serving as an aggregator or Turn Key Asset Mgmt Provider(TAMP) for other CPAs to get into wealth mgmt? There used to be several but they've all been bought out/merged with larger RIAs targeting all advisors.

Let’s gooo great comeback @DallasStars