DJ Windle

Dad | Husband | Investment Nerd | Adventure & Travel Lover | Musician | Flip Flops are 🔥

[DJ Windle @djwindle]

@brian_armstrong You mean into an account with zero estate planning ability. No beneficiaries, no joint accounts or trust titling capability?

The only ability is to deal with probate court.

Sounds like a nightmare. Fix it.

No one with real money is going to risk this.

[DJ Windle @djwindle]

@CPATaxTeam Hilarious hearing you repeat me after years of nay saying it lol

[DJ Windle @djwindle]

It's funny how the lane you leave always clears up right after deciding to change lanes.

....and the people that were behind you, quickly leave you behind.

The universe rewards patience.... mercilessly

[DJ Windle @djwindle]

@elonmusk So disappointed in Tesla for this

[DJ Windle @djwindle]

@CPATaxTeam @TruNorthAdvice The S&P had averaged 18% the last 6 years.

You need a better advisor.

This was 100% achievable

[DJ Windle @djwindle]

@reallyoptimized @immasiddx This part annoys the piss out of me

[DJ Windle @djwindle]

@CryptoWendyO We literally aren't in a recession

[DJ Windle @djwindle]

@CPATaxTeam Tell me you've never had to deal with the consequences of large deferrals later in life without telling me...

[DJ Windle @djwindle]

@CPATaxTeam That's a shitload of pretax money that's going to fuck him up later....

[DJ Windle @djwindle]

@CryptoWendyO The stock market is the single greatest wealth creator in the world.

So no, it doesn't only benefit wealthy people.

[DJ Windle @djwindle]

I still love the hate or love of AI like this, when the results come from the input. Not the AI.

The fact that no one really understands this and still blames AI, is quite insanity.

"Go find my pencil"

"Go find my pencil in the storage unit on 12th street, Unit 3B, pencil is located in the top drawer of the shelf on the south wall."

Those are 2 very different outcomes. The sooner people understand this the better.

[DJ Windle @djwindle]

@FortWayneCPA Bomb

[DJ Windle @djwindle]

I don't understand how CRMs, Portfolio Reporting and Financial Planning software survives.

We are 100% moving into a world where your data lives in spreadsheets, stored in a central location and we will perform whatever task, research, and create whatever report we want from the agent which will fetch the data and present it in whatever format you want.

Fixed software is dead.....

[DJ Windle @djwindle]

Spencer Pratt: "She's an incredible liar"
Moderator: "No name calling"
Spencer Pratt: "She just lied though"
🤣

[DJ Windle @djwindle]

It's amazing that people confuse online validation with wisdom.

[DJ Windle @djwindle]

We're currently testing 100% entirely automated AI driven Bookkeeping for our clients with businesses. A year and a half of transactions imported, categorized, and reconciled in less than 10 mins.

Things are getting wild.

[DJ Windle @djwindle]

@JosephOnions @grok Based on the returns we looked at this year prepared by other "Tax Professionals" very few were done correctly.

[DJ Windle @djwindle]

AI Agents can now handle the entire tax prep workflow from intake to deep review, savings opportunities, to filing. Human is required only to review and send off for signature. With a 98% accuracy.

1040's already being done. Business returns coming this summer.

This is not even a diss to CPA's, but just a reality of where things are.

[DJ Windle @djwindle]

@JosephOnions @grok You're arguing 2 different things.

I said 90% accuracy rate for humans.

[DJ Windle @djwindle]

@MaxxJay_ I've been warning them about this for 3+ years. But it's a circus of responses.

[DJ Windle @djwindle]

@JosephOnions @grok can you explain to him what 98% accuracy means in terms of AI ratings.