"Tax Patrick" Hoffman (@estatetaxpat) 's Twitter Profile
"Tax Patrick" Hoffman

@estatetaxpat

Estate and Business Planning Lawyer for Financial Reps. Over 20 years of keeping you and your clients between the guardrails.

ID: 1796309373817380864

calendar_today30-05-2024 22:37:37

204 Tweet

38 Followers

36 Following

Craig Hausz, CPA (@cpataxteam) 's Twitter Profile Photo

The key to true financial independence is buying real estate that performs so badly you lose all of your hard earned W2 income.

Jenny Rozelle (@jennyrozelle) 's Twitter Profile Photo

I just learned that an entire family—parents and three young children—were on that Air India flight. It's absolutely heartbreaking. If your attorney does not ask, "What if you and your whole family don't survive—who inherits your estate?" you need better legal counsel. That

Barred and Bearded (@rileedharrison) 's Twitter Profile Photo

Case settled 10 days before trial. My calendar was blocked for a week of prep and then week of trial. I smile because now my calendar was completely wide open and I could relax. 13 minutes laters my calendar is not wide open. There will be no relaxation. This is the circle of

Roger Ledbetter (@rledbettercpa) 's Twitter Profile Photo

Broker: The seller doesn’t want to share tax returns Me: But this is a stock sale of a S-Corp. The returns are just the starting point of what I want to see. Broker: Best I can do is a pro-forma P&L in Apple Numbers Me: ... okay I actually have different questions now

Jenny Rozelle (@jennyrozelle) 's Twitter Profile Photo

In Indiana, and I assume many states have this, we have a statute that protects individuals in these situations. In Indiana, it's Indiana Code 30-5-9-9, Persons Refusing to Accept Authority of Attorney in Fact. (law.justia.com/codes/indiana/…)

Michael Girdley (@girdley) 's Twitter Profile Photo

You'll be ahead of 95% of people by just: • Answering emails/messages in complete sentences • Responding promptly • Consistently doing what you say you'll do The bar is so low.

Gwart (@gwartygwart) 's Twitter Profile Photo

Flight attendant comes over intercom: “your flight is oversold, I need two volunteers to take a flight this afternoon for a $300 voucher.” I spring into action. I was born for these moments. This is why I studied game theory. Literal tingles. I pull out my megaphone and address

Jen The Feisty Librarian (@feisty_waters) 's Twitter Profile Photo

I’ve worked in public libraries for 20 years, today was the first time we’ve had to tell someone they couldn’t bring their chainsaw in the library.

Jenny Rozelle (@jennyrozelle) 's Twitter Profile Photo

Financial advisors upset about users on here shelling out financial advice with 'not financial advice' disclaimers in their bios, while they're out here offering estate planning guidance and documents stamped with 'but this isn't legal advice.' Weird.

Emma Scott (@emmascott) 's Twitter Profile Photo

2FA is seriously like "Using the device you're using, please verify you are using the device you're using by entering the code we've sent to the device you're using into the device you're using."