Nick Chertock

If you haven't tried a meeting AI assistant yet, here's your sign (and a free month). Paid partnership with Ping Assistant. I'm calling Ping a Productivity Advisory Assistant. Yes, a brand new term. After testing it out in my own firm, the most interesting part of Ping wasn’t even the notetaking. It was seeing how AI can help organize information, surface ideas, reduce admin friction, help firms operate more effectively, and make more money. Here's my in depth video going over all the features in Ping! Check out the link in the comments to get a FREE MONTH of Ping.

I saw someone say this recently and it’s true. When you post a video about Claude, the entire accounting world stops to watch it.

Do you want to know how to increase COMPRESSION in your #golf shots. This thread🧵 explains how 👇👇👇 Bookmark 📑 this, and follow me @adamyounggolf

@frydwia @Accel @viktor__com $100 billion company

Today, we’re announcing Viktor’s $75M Series A, led by @Accel . @viktor__com was supposed to be a small experiment. It became the AI coworker 10x'ing real businesses. $15M in annualized revenue run rate. In 10 weeks. – Small companies saving millions of dollars – Sourcing hundreds of thousands in new revenue in their first 30 days – Whole teams getting half their week back – Companies running 40% leaner without cutting output Viktor is not another AI tool. It’s the first true AI employee. The vision that has been with us since 2023 when we started the company has finally been shipped. Back then, it was just the two of us, with a very small but dedicated team, iterating for years. Failing multiple times. Showing products that users didn't even want to test! But we never gave up. Our decisions were often wrong. Certainly more often than not! We kept trying. Now we’ve shipped something people love. Worth every sleepless night. Every sacrifice. The best employees don’t need to be told what to do. Neither does Viktor. Grateful to @Accel, our team, our earliest users, and everyone who believed this category could be bigger than chat.

I’ve been using Viktor over the last three days as an “AI employee” to do work I’ve been putting off for years (listing out every Open Forum video clip since 2015..about 60 hours of footage) and I highly recommend you try it out inside of Slack. No cost, no credit card required. app.viktor.com/signin?ref=bSg…

@myonlinetrust @BrianDavisTax I doubt it would be obvious and in fact, it would just confuse a non-tax person more because they likely don’t know what the pass-through entity (PTE) regime is, why states developed it, when it should be considered, and what the dangers are.

@golfprogress @BrianDavisTax Would it be obvious from the answer (to someone without much knowledge of taxes) that it was fumbling the VA question? I can ask a followup question if you’re interested.

i asked an ai THAT IS TAX SPECIFIC (you know who you are) what tax forms an S Corporation would file in MD, VA, and DC. I got back a long essay on the filing requirements in VA and MD. But for DC?

@AlfieJCarter AGENTS

I've dedicated 6 weeks to building a full Claude Code GTM agent team covering every function a revenue team runs daily. 67 plugins, 92 AI agents, 52 business skills, and 19 workflow orchestrators across lead research, outreach writing, session management, context compression, and pipeline tracking - installed in 3 commands, no coding required. Here's a complete FREE breakdown for you. To access: 1. Like it 2. Comment "AGENTS" 3. Follow me (so I can send it to you via DM)

@myonlinetrust @BrianDavisTax It’s answering the DC question, but it is fumbling the Virginia question because it is focusing only on pass-through entity reporting, and you did not even mention pass-through entity reporting in your question

@BrianDavisTax Continued

@BrickleyWealth Were you formerly a tax accountant? I see you attend AICPA events. I’m here locally focused on tech executives. If you ever want to compare notes. I used to be a financial advisor. In the 90s.

Combining CPA & advisory services may help align financial and tax strategies throughout the year and mitigate potential tax surprises. #TaxPlanning #FinancialAdvice #WealthManagement

@aaronbrickley @markcecchini @TKopelman I made up a term for this because I talk about it so much with clients.. exercising the NSOs gives them what I call “AMT runway”… some of my clients have started using it as shorthand for “room to exercise and hold more ISOs without having to pay any AMT this year”

@markcecchini @TKopelman Tsla nso and Tsla iso.

10,00 Anthropic ISOs exercised ✔️ (that’s a total AMT bargain element of $2,500,000…) all done tax free because of a concept called ISO / NSO tandem exercise 1) cash out in the tender offer via NSO cashless exercise (massive ordinary income hit) 2) soak up the massive headroom with enough ISOs to get you up to the bargain element max without triggering AMT start the clock on LTCG treatment for ISOs this is the kind of thing that gets me jacked up for equity planning

@bryanhasling @ShakerBall_Cap @StockOperator56 An interesting prehistory question would be to argue what came first between accounting and finance….. I believe accounting and in fact, numerical markings themselves, were created as a response to livestock transactions between cavemen.

@golfprogress @ShakerBall_Cap @StockOperator56 It is certainly a massive backbone of the entire wealth picture. Especially the individual tax component and strategies that follow. But this specific example was horrendous.

Whenever a financial advisor reaches out to try to make me their client, I ask them to walk me through how $10 of depreciation impacts the three financial statements. Gets them every time.

@jordan_ross_8F Brain

Building a second brain for your lead gen agency/SMMA has never been easier. But most agency owners don't have the time to learn Obsidian + claude code or validate it's even worth their time. So I put my team to work for you. 196 pages built to help you install, set up, and start using Obsidian to run your agency with claude code powering it behind the scenes. Inside you'll find: → The 5-folder vault structure that scales (plus the CLAUDE.md file that turns Claude into a collaborator who's been reading your notes for months) → 29 ready-to-paste plays for daily ops, content, sales calls, client delivery, and strategic thinking → The 30-day rollout plan Comment brain and I'll send it. Must be following for the auto DM to send.

@markcecchini This is a bank doing a teaser savings rate. He’s just trying to lock in customers then he’s got to raise prices. Are there any wealth managers offering clients a reduced management fee percentage in the first year? I’ve not heard it done explicitly. Tacky?

There’s a landscaping guy going around our area and *dramatically* undercutting the market rate for spring cleanups and mowing ....charging maybe 25% of what it should normally would cost for mulch etc I respect the hustle. But my guess is that he’s going to either 1) have to take on more and more properties to make his revenue target, thus reducing his time spent and individualized care on each property 2) hire more people and further compress his margins 3) eventually burn out The same goes for cut-rate financial advisory.

@bryanhasling @ShakerBall_Cap @StockOperator56 I don’t think we can separate financial accounting from the overall topic of finance…. It’s a subset of it. I do think a wealth manager is unlikely to ever have a conversation with a client about depreciation’s impact on financial statements. I’m just here to talk about words.

@ShakerBall_Cap @StockOperator56 Embarrassing post my brother

@LoganGrafTax You should be an affiliate

Accountants while on vacation with their family

@LoganGrafTax @MathewP100 Easy plus high income and high fee but client is busy so they don’t even want to chat all that often….. These are the best individual clients.

@MathewP100 It's actually to make more money. I still get "simple" returns at $2,000, but the price point attracts a specific client profile.

A timeline of my firm’s minimum fee to prepare a personal tax return: 2020, firm launch: $449 2021: $600 2022: $800 2023: $1,000 2024, July: $1,800 2024, December: $1,500 2025, October: $2,000 Today: $2,000

@RyanMetcalfePGA @Top100Rick I’m looking at the lead foot GRFv shooting off the page here

@golfprogress @Top100Rick And it’ll allow for a more open body position at impact without compromising path which can help increase speed

What’s the one thing you notice? This video of Cam Young’s swing is going viral. I’m curious what normal golfers see here. What stands out to me is the head movement. It goes so far back on the downswing. No head still here.

@RyanMetcalfePGA @Top100Rick Do you think it also has biomechanical advantages, from a frontal plane moment arm perspective?

@Top100Rick He does what almost all elite players do in the late stages of the downswing. Introduces tilt in the torso to create a less downward blow than with irons

@ryanmouquegolf @IanJamesPoulter 99.99% of players would be steep and over the top with that trail arm backswing move eh?

.@IanJamesPoulter swing analysis His swing is kinda unique in what he does with his trail arm in the backswing, but what he then does with it in the downswing is what makes him world class! This is just a swing analysis to help you learn more about how different golf swings work People... Please do not make this about LIV vs PGA or anything like that. It's just a swing analysis. I've done Scottie Scheffler in the past & there was no hate. Let's do the same here 🙏