Brian Whalen, CPA, CFPยฎ, EA, MST's Avatar

Brian Whalen, CPA, CFPยฎ, EA, MST

@taxaccountant

MS Tax - Bentley University MS Finance - Indiana University Bloomington Veteran ๐Ÿ‡บ๐Ÿ‡ธ Nuclear โ˜ข๏ธ Navy โš“๏ธ #TaxTwitterRefugee #TaxSky

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22.11.2024
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Latest posts by Brian Whalen, CPA, CFPยฎ, EA, MST @taxaccountant

Thank you!

10.07.2025 19:36 ๐Ÿ‘ 1 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0

Correction: CFPยฎ

10.07.2025 15:42 ๐Ÿ‘ 1 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
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#CFP exam tomorrow clutter - I swear Iโ€™m a well organized individual 99% of the time
#taxsky #skytax

10.07.2025 15:38 ๐Ÿ‘ 7 ๐Ÿ” 0 ๐Ÿ’ฌ 3 ๐Ÿ“Œ 0
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Looking forward to it, one of the coolest guys we ever met is in it too, ran into Jon Bernthall while he was on set in Venice Beach a few years ago

22.04.2025 19:41 ๐Ÿ‘ 2 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0
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#TaxSky

22.04.2025 09:11 ๐Ÿ‘ 6 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0
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05.04.2025 15:49 ๐Ÿ‘ 3 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
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Eight years ago today, armed with a shiny CPA license and precisely zeroโ€ฆ | Brian Whalen, CPA, EA, MST, MSF Eight years ago today, armed with a shiny CPA license and precisely zero client experience, I walked away from a Project Manager gig at the largest utility in New England. This was my second major ga...

My unconventional journey to โ€œTax professionalโ€ #TaxBS #TaxSky #SkyTax #CPA

02.04.2025 18:10 ๐Ÿ‘ 6 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0

Iโ€™m looking forward to it. I might just do the weekend up there and leave the other two days for online. Trafficโ€™s tough from New Bedford. Are you in MA?

30.03.2025 23:48 ๐Ÿ‘ 0 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0

July 10th, doing Danko live review in Boston in June.

30.03.2025 23:27 ๐Ÿ‘ 0 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0
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A little Saturday morning CFP exam study because something is wrong w/ me. #TaxSky #TaxBS #CFP #CFPexam

30.03.2025 11:14 ๐Ÿ‘ 8 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0

Even in my sleep lol

29.03.2025 12:18 ๐Ÿ‘ 0 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
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Happy Saturday night #TaxSky #TaxBS

28.03.2025 23:12 ๐Ÿ‘ 10 ๐Ÿ” 0 ๐Ÿ’ฌ 2 ๐Ÿ“Œ 0
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To my fellow #tax pros!
#TaxBS #TaxSky

25.03.2025 19:59 ๐Ÿ‘ 18 ๐Ÿ” 2 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0

I wish Admiral McRaven was in the field.

15.03.2025 10:35 ๐Ÿ‘ 0 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
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New analysis says ~2/3 of unpaid taxes come from the top 10% of households, w/ 28% coming from the top 1%.

The GOP CR would cut $20.2 billion of IRS funding for catching rich tax cheats - because the GOP is laser-focused on helping the rich cheat on their taxes.
budgetlab.yale.edu/research/rev...

13.03.2025 21:37 ๐Ÿ‘ 923 ๐Ÿ” 345 ๐Ÿ’ฌ 21 ๐Ÿ“Œ 11

Is a โ€œVoterโ€ who voted to never vote again a โ€œvoterโ€?

#trump #musk #vote

14.03.2025 00:53 ๐Ÿ‘ 1 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0

The โ€œvotersโ€ who voted to never vote again are no longer โ€œvotersโ€.

14.03.2025 00:50 ๐Ÿ‘ 1 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
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One of these things is not like the other.

11.03.2025 23:40 ๐Ÿ‘ 17827 ๐Ÿ” 5335 ๐Ÿ’ฌ 459 ๐Ÿ“Œ 356

Imagine spending a third of a billion to get trump elected, then yโ€™all fail to extort #Ukraine for $500 Billion in rare earth for your car company, then you lose $100 Billion+ because nobody likes you. #elon #musk #tesla

11.03.2025 09:08 ๐Ÿ‘ 6 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0

#TaxSky has anyone paid for "qualified leads" to obtain CFO Advisory/ Tax Advisory clients?

If so, are you happy w/ the results (and who did you use if so)?

My social media feeds and LinkedIn are inundated with promises of unlimited introductions to $3k+ monthly recurring clients.

02.03.2025 20:00 ๐Ÿ‘ 0 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
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NEW: Senator Marshall (R-KS) RUNS AWAY, fleeing his own town hall after being asked about DOGE firing Veterans. MAKE HIM GO VIRAL.

01.03.2025 18:21 ๐Ÿ‘ 94763 ๐Ÿ” 41112 ๐Ÿ’ฌ 5817 ๐Ÿ“Œ 4845

$16 billion was spent in the last election.

Enough to eradicate world hunger. Twice over.

Our elections now feel like auctions. A contest to corral the most billionaires.

Citizens United put us on the fast track to an oligarchy.

For us to find our way back, it has to be undone.

30.12.2024 18:34 ๐Ÿ‘ 10791 ๐Ÿ” 3122 ๐Ÿ’ฌ 467 ๐Ÿ“Œ 254

Okay, #TaxSky & #TaxBS, time for another recruiting and reposting drive. Please repost this in your skyline so that other tax nerds not already here can be assimilated into the collective.
go.bsky.app/GK2wteb

13.12.2024 20:22 ๐Ÿ‘ 13 ๐Ÿ” 24 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 4

Who is afraid to like this post because Kash will lock you up?

04.12.2024 23:45 ๐Ÿ‘ 1 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
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28.11.2024 11:49 ๐Ÿ‘ 4 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0

๐Ÿ’™

27.11.2024 23:03 ๐Ÿ‘ 0 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0

No comment ๐Ÿคฃ

26.11.2024 15:16 ๐Ÿ‘ 0 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0

Iโ€™m waiting for the MasterClass on grifting

26.11.2024 15:13 ๐Ÿ‘ 1 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0

In due time my friend

25.11.2024 20:56 ๐Ÿ‘ 0 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0

The interplay of Maineโ€™s bonus depreciation add-back and suspended PALs has my head spinning this morning. #TaxSky

24.11.2024 13:33 ๐Ÿ‘ 1 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0