Tax CPA working with individuals and businesses QSBS, Startups, Equity Comp. #100DaysofTaxes Distribution does not constitute tax, accounting, or other advice
Joined September 2021
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Since there have been so many questions about #CapitalLoss and #TaxLossHarvesting I've gone ahead and created a 2 pager with examples which will hopefully make things easier for everyone. This applies to stocks as well as Crypto.
drive.google.com/file/d/1eib…
@CNBC
What is your current preferred Ai platform and most importantly why?
56%Claude
11%OpenAI
22%X
11%Gemini
9 votes • 4 daysHey anyone at @SlackHQ able to help with a client of mine who's account has been suspended for an unknown reason.
Can we ask @bendingspoons to help fix this for us?
Wispr Flow adds @meetgranola
granola adds @WisprFlow
Grammarly added WhisperFlow and Granola (via Fathom)
Slack added Notion
Notion added Granola
Zoom added Slack and Granola
My head is spinning! 😂😂
We can both get an extra 0.75% on @Wealthfront savings accounts if you use the link below. wealthfront.com/c/affiliates…
Alex Roytenberg, CPA - 🛡️ retweeted
Tonight's World Series Game 2 National Anthem, performed by Kylie Cantrall
Spent the first 6 months of the year with no medical insurance and instead paid cash for visits which was so much cheaper then having medical insurance.
The coming increase in premiums is not going to be fun.
BREAKING: The average cost of a family’s annual health insurance premium in the US is up +$1,303 YoY, or +5%, to a record $28,303.
This marks the 4th consecutive annual increase of at least +$1,300.
Over this period, the average annual premium for family coverage has surged +$5,884, or +26%.
To put this into perspective, CPI inflation has risen +13% over the same period, or half as much.
Since 1999, the average health insurance premium for a family has soared +$22,494, or +387%.
This represents an average annual growth rate of +6.1%, well above CPI inflation at +2.6% over the same period.
Health insurance has never been more expensive.
These numbers are a fair bit off and also purely generalized off Carta data and not real data.
Today on generational wealth. Ramp's first 10 employees may well be sitting on $1B + in stock. Employee #1's initial stake alone could be worth over $300m
In 2019, Ramp was at $0.21 / share. Today it raised at $160 / share.
Startups typically give their first 10 hires ~5% of the company. @sama says it should be 10% minimum, and Ramp is the type of company to be on the generous side.
Especially given the talent density at the company. 1/3rd of its first 60 hires were ex-founders. By 2021, @tryramp had set aside ~1/4th of the company for employees. Most startups set aside closer to 15%.
If the first 10 got ~10% between them and never sold (via secondary / tender), their original grants alone would be worth over $1B now.
Hire #1, ~$340M
Hire #10, ~$41M
That's post-dilution (~80%). Share price still up ~760x from 2019. Not yet fully liquid ofc.
Once again, only from original grants (total could be higher)
We don’t know the true grant values, so these are estimates. Chart and assumptions below.
And it continues. #TaxTwitter
So this is what it feels like having nearly 8 hours of sleep… #TaxTwitter
Happy 10/16 to everyone who celebrates. #TaxTwitter
Also PSA to everyone. Don’t send the email today saying now that tax season is over … at least wait till Monday or Tuesday.
AI Question to the general public - Did you put your tax return personal or business to be reviewed by AI?
5%Yes - Free Version
31%Yes - Paid Version
65%No
62 votes • Final resultsWhy its so slow sometimes for tax professionals to reply.
All of 2025 + the first 10.5 Months of 2026 and then Oct 14th...
Just what #TaxTwitter needs on 10/16
At that part of Midnight Busy season where you just need some chocolate. #TaxTwitter
