Debra A

⚾️fan. hopeless homer, proud terp, former philly girl. looking for hi-yield to fund retirement. CPA. Worried about our democracy. 🇺🇸 🎗️🇮🇱

[Debra A @debraamoses]

@DividendMil I would be interested.

[Debra A @debraamoses]

@BrianDavisTax We do batch processing for all clients who are not paying. Big time saver.

[Debra A @debraamoses]

@FortWayneCPA I believe we were able to file extensions electronically for deceased individuals. I’ll know tomorrow if they got rejected. Could it be a software issue?

[Debra A @debraamoses]

@Alice_MiaX I just moved my fidelity margin acct to RobinHood. It was crazy to pay 12.075% on margin vs 5.75%

[Debra A @debraamoses]

@AdamBLiv Brilliant explanation.

[Debra A @debraamoses]

To my High Yield ETF friends, do you hold the underlying stock along with the ETF?

[Debra A @debraamoses]

@T_Hernn @bsuecannon I responded to these requests for my entire 35+ year career. I provide the information requested, add the usual disclaimer, and both client and bank are happy.

[Debra A @debraamoses]

@DevotedDividend Have you looked at DIVI? Any thoughts?

[Debra A @debraamoses]

@kingpriyom Thanks for pointing that out. I was considering moving margin acct from fidelity to RH to save on interest. But you bring up a great point. Now I will reconsider.

[Debra A @debraamoses]

It’s very common for brokerage houses to send corrected 1099’s through March. I recommend you hold off on filing your tax return until close to the deadline.

[Priyom Haider @kingpriyom]

$msty and $cony investors using @RobinhoodApp make of what you will with this info regarding missing ROC of these funds. @YieldMaxETFs has not updated on their site the prospectus also beyond Oct 2024. My Batman style deduction / investigation of this isn’t over yet 🤞

[Debra A @debraamoses]

@nickmeals I love accounting jokes 🤣

[Debra A @debraamoses]

@Tyler_Menzer @ShaynaCPA Work for a small firm. Might give up some salary, but you’ll get well rounded work experience and exposure. Hopefully fast advancement too.

[Debra A @debraamoses]

@dakini_fire @Isaac0370 I wish I had stated this as clever as you did!!

[Debra A @debraamoses]

@Tsizzle244 @Isaac0370 👊

[Debra A @debraamoses]

@Isaac0370 I wouldn’t advise this 4 children. I don’t think the intent of the law is for kids to be paid W-2 wages for HH chores. If parent has a business and employs kids to do age approp tasks, then I think it has merit. But people can read the pub and decide for themselves

[Debra A @debraamoses]

@Isaac0370 Does the IRS explicitly recognize family employment arrangements when the family member is a 7YO child?

[Debra A @debraamoses]

@Isaac0370 I’d be skeptical, but everyone can decide for themselves.

[Debra A @debraamoses]

@southside_1969 @Isaac0370 Very doubtful that strategy would pass an IRS audit

[Debra A @debraamoses]

@RolfOptions Yes. Thanks!