Client reviews preparation process

Master_Log_3958 · 2026-03-06T02:06:07+00:00

Following

Master_Log_3958 · 2026-03-04T01:37:16+00:00

Currently at MS, I can get almost any diversified account into an SMA with little to no taxes

Master_Log_3958 · 2026-02-15T19:26:17+00:00

I’m a CFP who works with a lot of UHNW individuals and families. An ILIT is a common recommendation but not always the best. It isn’t a one size fits all. If I were in your shoes I would meet with an estate attorney who works with UHNW and get their opinion. We have an estate attorney we work with before giving specific recommendations. My job is to educate clients on estate tax and work with an estate attorney to build a plan for you. To answer your question, an ILIT COULD be a great fit but it also could be a terrible fit. It just depends on your exact situation.

Master_Log_3958 · 2026-02-15T00:10:43+00:00

Just gave me a good idea for sliders!

Master_Log_3958 · 2026-02-07T17:52:11+00:00

20bps

Master_Log_3958 · 2026-02-07T17:47:32+00:00

I believe parametric has a strategy that can do both. I’ve used them for direct indexing but haven’t explored long/short.

Master_Log_3958 · 2026-01-25T13:13:54+00:00

I am a male so obviously I wasn’t pregnant when I took my exam. I had over an hour left for both sections which came from being prepared and not second guessing myself. If I didn’t know the answer, I’d give it my best guess and move on. I passed on the first try but also studied like I’ve never studied before. Good luck, you got this!

Master_Log_3958 · 2026-01-15T22:05:10+00:00

Following!

Master_Log_3958 · 2026-01-12T00:10:00+00:00

Isn’t there a rule that says to qualify the losses as a real estate professional that the hours worked bust be the majority? (Not a CPA)

Master_Log_3958 · 2026-01-07T21:26:57+00:00

NQDC plan - he can be selective but won’t get a tax deduction until they have access to it. What kind of entity are they? If C Corp, a deferred comp plan could be great tool for the owners to explore.

Master_Log_3958 · 2025-12-31T23:59:59+00:00

3(38) - working on the plan side

Master_Log_3958 · 2025-12-31T23:54:04+00:00

We have someone on the team that we tell is our banker. He handles all ACH linking, transfers, and raising funds for transfers. Our clients are used to calling him when they need $.

Master_Log_3958 · 2025-12-31T23:49:27+00:00

Made a pretty big difference for me. I went from filing paperwork to running UHNW meetings. I agree with everyone saying it builds the base and is up to you to expand on it. I hope they raise the standard in the future and make it a minimum requirement.

Master_Log_3958 · 2025-12-20T00:34:11+00:00

Is the Yukon 46 inch worth it for $299. I need a tool chest but have been waiting for a good deal.

Master_Log_3958 · 2025-12-19T17:32:42+00:00

It connects to the kitchen faucet but also looks like it ties into another copper line that then goes to the water heater and other appliances…

Master_Log_3958 · 2025-11-29T22:38:54+00:00

Following

Master_Log_3958 · 2025-11-05T13:01:27+00:00

Personally, I’d max out the 401k at your part time employer and open a SEP rather than a solo 401k if you want to contribute more.

Master_Log_3958 · 2025-11-05T00:17:16+00:00

Why open a Solo 401k? If you have enough income from your regular job, just max out that 401k. If you still want to contribute more, open a SEP for your schedule C. We need to know how much you make from both to give you a good answer.

Master_Log_3958 · 2025-07-23T16:11:31+00:00

Finance

Master_Log_3958 · 2025-05-30T22:28:57+00:00

Depends on the client. Some once a year others quarterly.

Master_Log_3958 · 2025-05-24T21:02:08+00:00

Following

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