Hi, its me, the August bank rec and I am here helping you September bank rec.

One huge mistake people make when it comes to estate planning documents: They only do documents that deal with what happens after they die. Estate planning is about while you’re living and incapacity, too. That’s when documents like: - Living Wills / Advance Directives -

Got a call today from someone NEEDING to to file their return today. Does make me wonder why of all days 12/23 is the day one NEEDS to get that return filed.

There is this old joke: What is the correct number of [item]? n + 1 Where n is the current number of that item Could be bikes, cars, guns, fishing poles. Doing these books, this person takes it very seriously. I bet my search history is fun. On a list for sure.

I would go to a barber shop and lets just say they had a "style" which was not for everyone. They had a sticker in the window: "People HATE us on Yelp" Not sure what the Grok version would be. But I need that! oh no, I am sure it just went down.

Apparently nation dog day was yesterday, but I will still toss this out there knowing I am a day late. Thank you to my two frenchies, Bentley and Penelope for all the joy and fun they have brought me so far and I hope for many many more years.

Tax pros #taxtwitter argue about plenty of things — from pancakes vs waffles to obscure corners of the code. But one topic brings us together: we hate mortgage comfort letters. They put all the risk on us, benefit only the client, and let the lender shrug if things go sideways.

Gotta say, sometimes one of the most frustrating situations is a couple going through a divorce that wants file joint. Done it plenty of times. Sometimes you just have to send a very long email laying out ground rules to tell them a simple thing, lets all act like adults

Nothing like a client telling me thay did a backdoor Roth and since it isnt taxable they dont need to give me any documents.

Had a new client this year tell me they are happy to pay any and all taxes as their patriotic duty. I cant wait to call them to tell them how much they owe. I hope they have that same energy!

Whelp, thats fun!

𝗡𝗲𝘄 𝗣𝗮𝘁𝗵𝘄𝗮𝘆 𝗳𝗼𝗿 𝗖𝗣𝗔 𝗘𝘅𝗮𝗺 𝗮𝗻𝗱 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 New Pathway Frequently Asked Questions tsbpa.texas.gov/pdffiles/exam/… CPA Exam and Certification Requirements tsbpa.texas.gov/pdffiles/x0036… Election Form tsbpa.texas.gov/pdffiles/x0037…

Wow, allowing people to elect the new pathway BEFORE 08/01/26. Huge. I guess it is time to own my prior statements on this subject. Ill work on my application this weekend.

I just went deep on a 3-hour podcast with Chris Williamson Modern Wisdom — what it’s really like working inside the U.S. government as the CIO of Treasury. If you’re interested in 👇 💰 How the government actually spends money 🧠 Why government tech is so broken (and how to fix it)

I would encourage Tax Twitter to check out this interview. Really good conversation about the IRS modernization. My fav was Sam Corcos still cant find out why Fax is the preferred method and what policy actually underpins this approach.

Nothing like Thomson Reuters Email support with my EXACT issue. 4 days later in their email: "Contact your firm administrator and ask them to reset..." Ask support, Great as administrator how do I reset...? You cant. 🤦‍♂️

Looking over a new clients tax return from another preparer and I see this in the Third Part Designee: