Brian Whalen, CPA, CFP®, EA, MST
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taxaccountant.bsky.social
Brian Whalen, CPA, CFP®, EA, MST
@taxaccountant.bsky.social
MS Tax - Bentley University
MS Finance - Indiana University Bloomington
Veteran 🇺🇸 Nuclear ☢️ Navy ⚓️
#TaxTwitterRefugee #TaxSky
#CFP exam tomorrow clutter - I swear I’m a well organized individual 99% of the time
#taxsky #skytax
July 10, 2025 at 3:38 PM
April 22, 2025 at 9:11 AM
April 5, 2025 at 3:50 PM
A little Saturday morning CFP exam study because something is wrong w/ me. #TaxSky #TaxBS #CFP #CFPexam
March 30, 2025 at 11:14 AM
Happy Saturday night #TaxSky #TaxBS
March 28, 2025 at 11:12 PM
To my fellow #tax pros!
#TaxBS #TaxSky
March 25, 2025 at 7:59 PM
Reposted by Brian Whalen, CPA, CFP®, EA, MST
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...
March 13, 2025 at 9:37 PM
Is a “Voter” who voted to never vote again a “voter”?

#trump #musk #vote
March 14, 2025 at 12:53 AM
Reposted by Brian Whalen, CPA, CFP®, EA, MST
One of these things is not like the other.
March 11, 2025 at 11:40 PM
Imagine spending a third of a billion to get trump elected, then y’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
March 11, 2025 at 9:08 AM
#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.
March 2, 2025 at 8:00 PM
Reposted by Brian Whalen, CPA, CFP®, EA, MST
NEW: Senator Marshall (R-KS) RUNS AWAY, fleeing his own town hall after being asked about DOGE firing Veterans. MAKE HIM GO VIRAL.
March 1, 2025 at 6:21 PM
Reposted by Brian Whalen, CPA, CFP®, EA, MST
$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.
December 30, 2024 at 6:34 PM
Reposted by Brian Whalen, CPA, CFP®, EA, MST
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
December 13, 2024 at 8:22 PM
The interplay of Maine’s bonus depreciation add-back and suspended PALs has my head spinning this morning. #TaxSky
November 24, 2024 at 1:33 PM
A Client just sent me the BEST TESTIMONIAL EVER 😁

When we took them on, they had multiple entities with IRS issues, and after over a year of letters, faxes, forms & phone calls to the IRS, the Client received the final resolution they were looking for in Friday's mail.
#Taxsky #Taxtwitter #IRS
November 24, 2024 at 10:13 AM