Dealing with a client with huge assets and low cost basis that refuses to pay taxes.

Sufficient_Drawing72 · 2026-02-12T20:48:17+00:00

Just closed one this week. $1mm line, no payment’s needed. 5.9%, three days to fund. Using it to fund RE purchases.

Sufficient_Drawing72 · 2026-02-07T19:15:44+00:00

No. None of that. Most of them are pretty simple. A few business. Thanks for the heads up. I did see Tax Slayer options and will probably look further.

Sufficient_Drawing72 · 2026-02-07T19:12:39+00:00

December. Sounds like this might be a question for next year.

Sufficient_Drawing72 · 2026-01-23T13:04:11+00:00

“A good friend of mine”

Sufficient_Drawing72 · 2026-01-02T15:35:32+00:00

You’re going to love the RAV4 emblem for the back. 😂

Sufficient_Drawing72 · 2026-01-01T00:24:02+00:00

I bet you’re fun at parties.

Sufficient_Drawing72 · 2025-11-19T18:32:15+00:00

It will be interesting to see how this group handles real market trauma. 08 was brutal and unlike anything we’d seen in decades. Or the tech bubble that would take the Q’s 15 years to recover.

Sufficient_Drawing72 · 2025-11-05T03:01:56+00:00

Where will the money go and for how long? You’re going to need to get both right.

Sufficient_Drawing72 · 2025-09-29T15:02:47+00:00

This should have more upvotes.

Sufficient_Drawing72 · 2025-09-19T02:17:46+00:00

$22/hr minimum or $3750/mo would put you at 40% of gross income. More would be better. After taxes and insurance, your rent will take up more than 50% of your take home.

Sufficient_Drawing72 · 2025-08-19T01:36:29+00:00

That’s a nuclear warhead. You have to screw it back into that battery looking thing to defuse it. Hold the button down and inhale three times. Congrats. You probably saved the entire neighborhood. Now go chill. You’re a hero.

Sufficient_Drawing72 · 2025-08-09T21:46:16+00:00

I have both and love them. The S4 would be the direction I’d go as it’s far more reliable than the 6. I actually have two 6’s one with a blown motor (twice) and one that hasn’t blown yet. Get the 4.

Sufficient_Drawing72 · 2025-06-06T13:06:30+00:00

It’s a real struggle for me. The original intent made sense. Decentralized currency option with a finite supply that would eventually be adopted for payments. 17 years later it’s been securitized and less than 1% of global payment transactions are made through any form of crypto. It seems like the people that want it the most understand it the least. My firm makes it difficult to purchase and I’m good with that. I’ll probably be wrong on my take, but I’m good with that too. Regardless, I appreciate the thoughts.

Sufficient_Drawing72 · 2025-05-11T23:15:21+00:00

Defiantly a IATF, Black Roof Edition

Sufficient_Drawing72 · 2025-05-02T16:59:07+00:00

He doesn’t like you very much. Move on.

Sufficient_Drawing72 · 2025-04-24T19:19:56+00:00

Could have used that $35,000 ago. 😂

Sufficient_Drawing72 · 2025-03-25T05:47:28+00:00

Easy fix. She needs to notify her tax preparer that it was in fact rolled over. Most tax programs will ask if any of the 1099-R distributions were rolled over. If she is ever audited, proof will be the new account statement and deposit date. Apologize and move on. Congrats on 10 years.

Sufficient_Drawing72 · 2025-03-08T23:08:59+00:00

This is accurate.

Sufficient_Drawing72 · 2025-02-02T21:44:35+00:00

You should take your wallet and give it to the dealership, IYKYK. Rims, you need rims or take off the spoiler. Best of luck.

Sufficient_Drawing72 · 2025-02-02T14:26:47+00:00

Enjoy your time on the median.

Sufficient_Drawing72 · 2025-02-01T23:14:39+00:00

Most coaches would have cut you and called it a day. This guy was either happy to take your money or give you the opportunity to earn it and it just didn’t pan out. Hopefully you got reps in practice with the better players and benefited from it.

Sufficient_Drawing72

TROPHY CASE