PSA for $lyft employees, the corrected W-2 you just got may still be wrong. If you sold ISOs in a disqualifying disposition, the taxable amount is now included in box 14 as “ISODD” instead of box 1 as income. Tax software won’t pick up the error & will under report income.

When you catch a company misreporting a private company stock transaction on tax docs and the correction reduces client’s tax bill by more than the fees you charged over the last year.

Access to handmade tortillas during a lock-down/apocalyptic scenario was not a factor in choosing my life partner, but this is where I find myself and I'm here for it.

Spoiler alert: the new W-4 is worse than prior years at facilitating a successful/intuitive taxpayer experience. Should not be difficult to implement a 1 question form... What % do you want withheld from gross pay on each paycheck? (minimum 10%)

13 years ago my dad passed away from cancer. He didn't make a lot of money or have an impressive career, but who he was means more than any of that ever could. Strength through struggle was his last act, and I am eternally grateful for his legacy as inspiration. Love you, pops.

People who are most interested in feedback are the ones that need it the least.

Been dreaming of a dope home gym since I was a kid and it’s wild that I’m finally in a position to deliver on that promise to myself. 2022 is the year physical well-being gets the intention necessary for me to operate at my best. Time to see what I’m really capable of.

You become an overnight success by being overlooked for a long time.

Risk capacity is way more important than risk tolerance.

Who are the young planners/career changers making waves despite being newer to the advisor space? Bonus points if launched their own RIA, leading a small firm, or kicking ass in a non-traditional way. Please tag folks or link to websites. Thanks 🙏🏼

Posting for accountability. Feel free to check in as I dig myself out of this hole. I set ambitious fitness goals for 2024 but health stuff set me back 2 months. Goal 1: row 1,000,000 meters Goal 2: run my first marathon After a big push in June I’m still 90k meters behind on

Another 150,000m logged in July but still ~23,000m behind pace.

140,000m for August and now ~33,000m ahead of schedule. Rowed more in the last 3 months than either of the last 2 years to get out of the hole.... now to focus on this half marathon.

Was sick for a week so a lighter month than planned. Currently 20,000m ahead on rowing but only ran 33 miles.... A LOT work to do before this half marathon in 45 days.

2024 turned out to be the most demanding year of my life but I hit my goal of rowing 1,000,000 meters and PRed a half marathon at 8:19/mile (undertrained for my 8min target). Still a big gap to close with where I want to be physically and professionally, but this effort set a