More CEs should have fun titles like this one from @ForemanTaxLaw It will be fun to see "bobbleheads" and "beanie babies" listed in my IRS PTIN account at some point 😊 And he showed off his bobbleheads! Y'all really missed out.

Today I learned IRS Form 15620 for 83(b) elections. I have only seen customized letters. https://t.co/b7z9R0ZZgS

I am in @StockCompGuru's continuing ed on stock compensation. Getting stock compensation "right" is so important!

I have never understood why some treat clients poorly. The real long game is putting in the work to get the right clients, who in turn refer more of the right clients, etc.

@alindeman I completely agree. It’s why we have an EA on our team Huge value add

🤖 I asked Google Gemini AI (Deep Research) to summarize my recent blog post @ https://t.co/zIgBmjf64e 📕 You should read the original post because Gemini produced MORE words than I wrote, but it did a good job at understanding my argument.

My Twitter/X account did not start on #TaxTwitter, but it is here now 🎉 Anyone else have an earlier join date? 😅

In the year 2025, high-quality financial planning should include tax planning and a team approach 👍🏻

I will take my beta = 1.0 index fund all day, every day. Anything else will likely lose over the long run. My alpha is intentional financial planning, low fees, time in the market and tax efficiency.

I have learned lots about Employee Stock Purchase Plans (ESPPs) over the years. Do they still make sense when stock prices are crashing? Absolutely! https://t.co/JZwAb4Tlvv

A financial planner with an EA or CPA is such a green flag ⛳️ Is it feasible to do quality financial planning without tax expertise these days?

Would anyone on financial or #TaxTwitter like to beta read a blog post I am writing on Employee Stock Purchase Plans (ESPP)? Reach out in a DM or LinkedIn:

I asked for advice about a business opportunity and someone suggested asking AI what @patio11 would do, and you know what? Huh.

Happy Tax Extension Day! If you do a bit of tax planning, WHEN you file is not so important because you won't be waiting on that giant refund. Giant refund = bad Owe a little + extension = good

📈📉 Are you rebalancing your portfolio because of market volatility? 🔢 Have you tried complex tools to sort out your asset allocation and transactions? My humble Google Sheet may be able to help instead: https://t.co/Z6axcGeWnG

If stock prices drop 10%, it takes an 11% gain to recover. If stock prices drop 20%, it takes a 25% gain to recover. If stock prices drop 50%, it takes a 100% gain to recover.

🌶️ It is not good for a financial advisor to look at daily stock prices, and especially not on a day off. What kind of example is this?

🎲 Volatility, even of the footgun variety, is unfortunately normal. 👨🏻‍💻 I will write more about what I am doing in response to market volatility on my blog: https://t.co/urOjyD7lrv (spoiler: it's not very much, but it's not nothing)

💰 A diversified portfolio of stocks makes people a lot of money over long periods with little-to-no fees. 💸 But there is a cost. The value on any given day is essentially random. The cost is the fortitude to stay invested even so.

iykyk /cc: @rledbetterCPA