Zach Ashburn
@zachary_ashburn
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Tax and Investment Planning for Consultants and fCxOs CFP® Professional and IRS Enrolled Agent Tweets≠advice
Winston-Salem, NC
Joined November 2019
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Pinned Tweet
I'd like to tell you about my friends Chris and Jessica.
They are crushing it.
Chris left his corporate job a few years ago to go independent as a fractional CRO, he expects to do almost 300k this year through his consulting business.
Jessica has worked across the tech
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My wife invented “veggie points” and my kids are literally competing to eat vegetables. What a 1000 IQ play
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Just when you’re absolutely sure the internet can’t get any better. WSB delivers
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@MorningBrew
Bury it. Host a nation wide treasure hunt, winner keeps it. Charge 20 bucks to enter. EEEEASY.
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@Eli_Albrecht
When you put your family first, you’ll be surrounded by people who put their family first.
They’ll get it, they’ll get you, and they will happily pay you for great service.
What a phenomenal story
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We had a foster child with us almost 5 years ago. We were his first placement, he was 6 at the time. He chose to call me dad.
He was with us about 6 months.
We’ll see him tomorrow.
He still calls me dad when we see him.
It still hurts every time.
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It took me 10 years of learning every possible way to get money into retirement accounts to want nothing but a pile of money in a taxable (non-retirement) account
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529s are overrated and I don’t feel bad for saying it
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@ScottTerrioHMA
I think the rules are:
1) You eat all the veggies on your plate you get a veggie point
2) multiple veggie dinners are eligible for multiple points
3) Second helpings can earn second points
15-20 points gets you a a paw patrol toy (talking entry level paw patrol here)
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So much meat, yet no bbq, wild.
This is what BBQ for a family of 6 looks like. Any guesses on what we paid?
If you go to a bbq restaurant that doesn’t have massive offset smokers like these, turn around and go to McDonald’s (with rare exception).
How everything tasted:
Brisket: 10/10. Full smoke flavor,
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There is no excuse for taking tax advice from someone other than a tax professional. Find someone who has skin in the game and gets paid to give professional tax advice. Not influencers, advisors, business coaches or bookkeepers (who aren't tax pros).
Find a professional.
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My 4 y/o keeps questioning me when I’m just trying to take care of him.
Like he doesn’t even know I’m a fiduciary
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Advisor Friends: Some of us have been asking for this for a long time and
@RightCapitalHQ
just quietly dropped this making it easier to have amazing conversations about money.
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6-11-12
A girl walks into Eddie Bauer.
I sell her a rain jacket she didn’t really like.
The return policy on the jacket is generous. On the salesman? Not so much.
Married 8 yrs now.
Talk about Thanksgiving
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For the last ~6 months I’ve used these 3 pieces as the core for deliverables with fantastic feedback. There’s probably more info to share but I have two toddlers covered in yogurt to deal with…
A short 🧵to keep building in public… 1/5
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My mom raised 3 boys, has an earned PhD, a great career and is an amazing grandma. And today I got to watch her receive an honorary doctorate to a standing ovation. Shout out to incredible women everywhere
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Got word today that I've officially been admitted as an Enrolled Agent!
And the "W" stands for William because I can think of at least 6 of you who will ask.
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There’s a whole generation afraid to talk to a real financial planner because they’ve seen/heard Dave Ramsey berate people when they call with a question
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I don’t have to cook steak and eggs at 7 degrees with no power.
I **get** to cook steak and eggs at 7 degrees with no power
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"My tax person isn't being proactive".
2 Things:
1) Only expect proactive tax planning from your preparer if you're paying for it. It will, and should, cost a lot more
2) Don't be afraid to move tax pros. There are some great ones out there.
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Well it sure took a while but my new sign came in today! Super excited
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Advisors, friendly reminder the bar in our industry is on the actual floor.
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Big News!!
I'm so excited to share
@The_MikeKelly
and I have joined forces to bring a new level of planning to our clients.
Mike specializes in equity comp planning for tech employees and founders and I couldn't be happier to bring that expertise in alongside my work with
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Who's burnt out on tax prep and wants to come work with me instead?
There will still be tax prep but less + snacks
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A lot of my clients are interested in building their real estate portfolios. So we discuss lending, STRs, cost segs, and OZs.
Also I call them every night for a week at 2 am asking them to come fix my toilet to see how serious they really are.
That's service right there.
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The percentage of people, besides life insurance salesmen, for whom permanent life insurance is the best way to BUILD wealth, rounded to the nearest whole number…
…Is 0
Infinite banking? Anyone familiar with this?
I watched a video on it and it’s interesting but I want to hear who has actually done it and how did it work out
Premise is you over fund a permanent life policy and borrow from it when you need money
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Two tools have pretty much eliminated all re-scheduling issues from our firm
1) Everything runs through
@Calendly
. If you're hesitant to send a link, this phrase is a miracle,
"Please feel free to suggest some times that work for you or if it's easier, use this link to
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Another day another 401(k) that was just sitting in a Money Market. Still work to do
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A few folks asked about the prospect presentation I mentioned the other day. I trimmed what I was using WAY down and used few simple pieces to talk through core ideas only after asking the prospect if it would be helpful to see how I work. Building in public and what not 1/2
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@Austen
Over the summer I got out some wrenches and just set them on the table.
Only rule was “take care of your tools” and put them back
They took care of the rest
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Twice in my career I've seen couples work and save diligently for their retirement goals only to have a partner receive a terminal diagnosis shortly after retiring.
I think about them with nearly every conversation I have and recommendation I make.
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@RobertMSterling
@rossiadam
You just don’t know until you hear a guy talk unironically about fighting a horse
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Idea: 4-5 Solo Firm owners who are actively making their own content meeting monthly(?) to help each other workshop, outline, and script content.
An actual writers room to make the content doable, entertaining, and excellent while also providing accountability
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@benfitterman
Such a racket, this is what I usually tell clients:
1) you can continue COBRA or spouse coverage when available
2) you can buy through the exchange and get the self employed health insurance deduction
3) you can pay for a medical cost sharing program (which since you asked
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@mbontrager5
There is nothing ordinary or necessary about a jet or Japan to make a video about tax evasion
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Your regular reminder that starting an LLC for your consulting business saves you $0 in taxes.
That's not how that works.
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Everyone’s a genius until they have to put string on a weed eater
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@ashjeanmason
Some good advice I got “Feel free to suggest some times that work for you or grab a slot on my calendar **here**”
Everyone uses the link but a little softer than sending link alone
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@olsonplanner
My rule is:
-I work for full price
- sometimes I work for free
- anything in the middle is on fire
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Your brain remembers bad things with no problem
So take pictures of happy things.
Here’s me almost 6 years ago with a 3 month old foster child that now has my last name.
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I told my 4 y/o he was doing a great job and he said “you too”
It was an accident but Man I needed that
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I did it.
I found the most knowledgeable person at Schwab and I’m keeping him all to myself
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In my first 30 minutes as a foster parent:
- a boy I’d never met hugged me and called me dad
-3 social workers stood around attempting to figure out how to install a car seat
-when I asked if any of these 3 children had food allergies (it was dinner time) I was handed ~200
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While y'all bicker about fees I have once again answered the question "What is safer, my 401k or a mutual fund?"
Get back to work
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Quick personal update:
We’re moving and this is my new morning coffee view
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Starting tomorrow I have 3 days alone in the mountains devoted solely to building systems and deliverables. Don't remember the last time I took a solo trip.
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Friendly reminder stress impacts your sleep which impacts your stress which impacts your sleep.
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I don't mean to brag but I'm way more behind on CE than you are
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5 years ago this boy packed a backpack for a pretend trip to the beach
He said “bye Zach”
Somewhere over the next few years I became “Daddy” instead
What is now, is not what will be.
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Reflecting on Adopting Our Kids – 1 Month Out
One month ago, after over 5 years in the foster system we got the call that the adoption of our two boys was complete. Here are the things dominating my thoughts one month later
1) Is that it?
When I saw we got a call telling us
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After over 5 years
If you’re low on beauty is some extra I have today
There will be more battles in the future but for now we’re going to celebrate and rest.
To my sons: you are known, you are loved, you belong.
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5 second reminder to put a solo stove by a creek, grab a lime topo chico, and throw an audio book on the speaker
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I just lost an opportunity that would have been big revenue. I will learn from it but I won’t lose sleep.
And that’s how I know I’m blessed.
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Everyone’s a genius until you have to use ratchet straps with someone watching
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One of my best clients just randomly said,
“we’ve been working together a while I don’t mind if you tell me we need to raise my fees”
That’s the new vibe
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My two closely held financial beliefs:
1) SIMPLE IRA is always wrong
2) Buying a camper is always wrong
I’ll negotiate on everything else
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One habit I'm developing is thanking my clients for reaching out with their questions. Most of us feel some shame in our relationship toward money and this is one simple way to lower the hurdles to growth and education.
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Many couples have a, "if we're going to spend more than X we talk about it first" rule
My wife and I are both natural savers so we have a different policy
If we've heard the other bring up a purchase 3-4 times and we're on board we'll say, "I don't want to hear about this again
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Shout out to
@robertsofia
for going out of his way to hype me up for no other reason than to be an absolute gem.
That's the Twitter I'm in for.
@zachary_ashburn
I just checked out your website for the first time and I feel like it could be a case study for what a niche-focused advisor website should include.
Who did this for you?
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Bought a minivan this week.
Broke every Dave Ramsey rule in the book and made my life better in the process.
That's the difference between generic financial advice and financial planning. Get excited about your money
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If you’re low on beauty here’s some from my day.
Truth is it felt really expensive to be out of the office this afternoon.
But I couldn’t afford not being with him.
No hustle/anti-hustle rhetoric. Just us out here figuring out real life
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6+ months no daycare. The playground moms have finally started to accept me
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Got new pics taken recently. Impossibly awkward but you better get a zippy sweater or get out the way. (stranger in the window for scale)
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What an exciting and humbling list to be a part of!
Congratulations to all the amazing advisors included this year!
We are so excited to announce this year’s Investopedia 100 Top Financial Advisors list honoring the most influential FAs in the U.S. See the 2022 winners here:
#INV100
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In the year of our lord 2024 it’s time for you to admit it.
Edge pieces are the only brownies that matter
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“Please mail a check to…”
Me: oh sorry I can’t mail a check where I’m from
“Where are you from?”
2023. I’m from 2023.
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10 years ago today a girl walked into my
@eddiebauer
.
Both the rain jacket she bought and our relationship have weathered all storms so far. Receipt as proof.
#lifetimeguarantee
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I don’t endorse being at your office when there’s no sun. But if you’re gonna do it put some dope lights on it.
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Earlier today I flipped a medium sized rock in the creek to look for crawdads
Both my sons (5/7) said, “whoa how’d you lift that rock you’re so strong”
I won’t be a hero forever.
But today I am.
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Oh I have some super powers
Ex: I can spot the Edward Jones rep with the legal pad walking into a fast-casual restaurant to sell the latest A-shares from a clean 150 yds
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I'm so excited to share the launch of my monthly letter Taxes for Consultants!
A simple monthly message to help make sense of your taxes, improve your finances, get back to your business and your life.
You can find out more and sign up at
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What I wouldn’t give to be able to watch Burn Notice for the first time again
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Consultants with S-Corps:
S-Corp owner's health insurance premiums should show up as income on your W-2
Then you can deduct the premiums on your personal return if you qualify
If you pay your premiums personally your S-Corp should reimburse you (in a nicely documented
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@mountainwesttax
The 401k is depleted by accounting costs well before paying the audit defense or back taxes
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@rossiadam
Last night we cut a local watermelon from the market
Wife said “this is the juiciest melon I’ve ever seen”
…which seemed like clear instructions to me.
Does that answer your question?
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Im a man of faith.
I made a rollover call to a custodian from my cell with only 12% battery left
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Hey guys
Q: How do you knock Dave Ramsey out of his chair?
A: all it takes is a little…leverage
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Dads, walk a little further
Last night we finished our walk, it was too late, getting too dark, we were too tired, mommy away on a work trip.
Youngest begged me to walk a little farther.
Man, I’m glad I caved because it got us here
Walk a little further
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In Jan. I moved into a beautiful office space downtown. It's laid out exactly how I wanted it to be to have in-depth and productive conversations about money.
What feature do people comment on way more than any other?
I have an easy parking lot.
Listen to what people want.
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We axed daycare on 1/1.
I’m on dad shift today. Anyone want to talk foster care, adoption, RIA startup, tax planning, or treasure hunting hmu below ⬇️ and I’ll respond after the next toddler crisis
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