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Dec 26, 2024
12:32
:34
pm
Taxrulz
Contributor
I will sometimes give some basic tax advice here, technically some might need to
Put a professional disclaimer that they are not giving tax advice.
But that might be a bridge too far.
I don’t know an CPAs that use a separate cell phone for talking to clients.
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Taxrulz
Bio page
Taxrulz
Joined
Jul 30, 2011
Last login
Dec 27, 2024
Total posts
700 (141 FO)
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Messages
Author
Time
I have a question for tax professonals
BYU71
Dec 26, 12:23pm
What kind of license might you lose?
DirtyWater
Dec 26, 12:23pm
One that Investment Advisors have. I
BYU71
Dec 26, 12:32pm
RE: One that Investment Advisors have.
DirtyWater
Dec 26, 12:32pm
So what do you have, Series 65? CFP(r)? CFA?
RdF3
Dec 26, 1:02pm
All plus Life Insurance, CPA, Real Estate Brokers. Technically I no longer hold
BYU71
Dec 26, 1:12pm
You've come to the right place
SJS
Dec 26, 12:25pm
I will sometimes give some basic tax advice here, technically some might need to
Taxrulz
Dec 26, 12:32pm
IMHO we are regulated by beaurocrats
BYU71
Dec 26, 12:42pm
That rule is ridiculous.
crack
Dec 26, 1:09pm
I am guessing it is meant to catch the
BYU71
Dec 26, 1:16pm
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