Jack George, CFP®, EA

Money, business, & BJJ enthusiast. Owner of Strategic Wealth and Tax

[Jack George, CFP®, EA @jackwiseg]

Got a letter from the IRS in the mail? Don't panic.

Most IRS notices are not audits. They're (often automatically generated) paperwork.

Here's what to actually do, from an IRS Enrolled Agent: 🧵

[Jack George, CFP®, EA @jackwiseg]

@PalmerLuckey you probably get this a lot but when will we see Gundam’s like this?

[Jack George, CFP®, EA @jackwiseg]

Tax prep is archaeology — recording what already happened.

Tax planning is architecture — designing what happens next.

Most people only ever buy the archaeology. Then they're surprised the number never changes.

By December 31, next April's bill is basically locked. Mid-year is when the planning actually works — which is why I do this year-round, not just at filing time.

[Jack George, CFP®, EA @jackwiseg]

GREED EQUALS JUSTICE

[Nick shirley @nickshirleyy]

“The fraud is not real”

Today: 455 fraudsters charged, $6.5 billion exposed

*silent*

Society will never improve until people and the media can look at issues with a logical perspective of: Is this right or wrong to be happening?

EXPOSE IT ALL

[Douglas A. Boneparth @dougboneparth]

Last minute Father’s Day gift ideas for under $400K:

1. Porsche 911 GT3 RS

[Craig Hausz, CPA @CPATaxTeam]

Interesting then because the US collects 800% of his net worth in annual taxes and doesn't do this already.

[Jack George, CFP®, EA @jackwiseg]

Full breakdown of every common notice — what each means, the deadline, and what to do: https://t.co/VYWh0cBNlm

CP14 season is happening RIGHT NOW. If yours arrived this week, you're not alone.

[Jack George, CFP®, EA @jackwiseg]

Got a letter from the IRS in the mail? Don't panic.

Most IRS notices are not audits. They're (often automatically generated) paperwork.

Here's what to actually do, from an IRS Enrolled Agent: 🧵

[Jack George, CFP®, EA @jackwiseg]

The 5-step playbook:
1. Read it twice
2. Find the notice number
3. Note the deadline (usually 30-60 days)
4. Pull your records and compare
5. Decide: handle it yourself, or call a pro

Most panic settles after step 1.

[Jack George, CFP®, EA @jackwiseg]

@matt_gottshall Just niche to people that golf prob more lucrative anyway 😂

[Jack George, CFP®, EA @jackwiseg]

@markcecchini Best we can do is no college degree

[Jack George, CFP®, EA @jackwiseg]

@dscheinm Yes able body and mind need skin in the game

[Jack George, CFP®, EA @jackwiseg]

@InvestingAddict I am here for s&p 10,000 but only include the best companies also crypto and profitable skyscrapers and farmland

[Jack George, CFP®, EA @jackwiseg]

@mkobach I think I would go back to right after my last child was born

[Jack George, CFP®, EA @jackwiseg]

Great non AI post on country club costs

[Matt Gottshall, CFP®, ECA @matt_gottshall]

As a golf fanatic, I knew I always wanted to join a country club, which I did in 2022

But the perception of a club always bothered me, as did the lack of cost transparency

Inspired by a convo with my friend @bryanhasling , let’s talk about all of the things you need to know: