Exploring the golf improvement process. Open Forum cofounder. Tax Firm Owner (CPA). dad of 3 vb players. startups. side hustles. equity comp tax expert
San Francisco, CA
Joined December 2009
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ChatGPT help me create a client letter today. The font choice was preventing me from printing to PDF. It took nine efforts to finally clear out Aptos fully from that document….. I don’t know what I would do if I was still billing by the hour. Hit the client account with “couldn’t figure out how to get your ChatGPT written letter into a usable format for 45 minutes”
I set up Trump Accounts for my daughters yesterday. It was surprisingly easy to do. The website is pretty slick. I was honestly impressed. Was expecting typical federal government ineptitude. Was not interested in Trump Accounts at all.
This is for my 12 year-old Greta. Ideally, she’ll have some money in this account when she turns 18 and we will convert to a Roth Ira. May need to spread out the conversion over a few years.
Tax tip: upon conversion to a Roth, for a teenager, always say no to any income tax withholding to come right out of the IRA. It’s treated as an early distribution subject to penalty.
Nick Chertock retweeted
Strike quality is so underrated.
People will work on things that move the needle much less and almost ignore it.
And improving your strike quality will self-organize other improvements that matter - like face to path.
In The Strike Plan, I go through all the drills you need to see quick improvements, while sowing the seeds for long-term gains too.
Learn more here - adamyounggolf.com/the-strike…
Nick Chertock retweeted
SHE’S BAAAAAAACK 👑
Lucy Chertock brings home America East Player of the Week ‼️
🔗 to press release ➡️ unh.short.gy/6oyROn
#BeTheRoar
Nick Chertock retweeted
4 small accounting firms. Real AI workflows:
One Stop CPA paired Blue J tax research with ChatGPT Enterprise to turn complex multi-state M&A questions into memos in 2 hours instead of days.
Agate CPA used Lovable and Claude to build custom website intake forms, boosting conversions by 25% for almost zero cost.
Public Trust CPA built a Power Automate + ChatGPT workflow to route vendor invoices straight into QuickBooks with signed docs attached.
High Rock Accounting built its own client satisfaction tracker in 5 hours using Claude Code, replacing a paid software tool entirely.
These firms picked one annoying, repetitive task and automated it: youtube.com/live/G2xfT5RT9i0…
Nick Chertock retweeted
To my fellow #TaxTwitter compatriots:
The October 15th offensive has officially ended.
We’ve survived on caffeine, rage, and an unreasonable amount of profanity.
Today, we emerge from our bunkers and reacquaint ourselves with sunlight.
Next March:
“Hey chat, build all of my client’s tax returns by tomorrow morning with open items lists and recap all of my observations…add in strategic advice. No mistakes.”
When we were in school, no one would ever turn in an assignment a week before the deadline… you would turn in that shit at the last possible second. If you go into Tax accounting, you better have been the type of kid who could handle writing a 10 page essay at midnight the night before it was due.
You know you are a Tax nerd if you can see a bank routing number and recognize the bank. Client will try to put the routing number in the account number field and I’m like hell no that’s Wells Fargo my guy I would recognize that anywhere
Nick Chertock retweeted
EY is paying employees up to $25,000 to catch their own AI's mistakes.
They’re calling it a bonus for "human checks". But let's call it what it is: a bounty program for AI slop. This comes right after all four Big Four firms faced major incidents involving fabricated AI citations in their consulting divisions.
We talk about it on Episode 504 of The Accounting Podcast: youtube.com/live/s2wn65xfdsE…
The most common conversation with a client in early October
Me “I need that XYZ K-1 for 2025… you gave me the 2024 K1”
Client “I already gave you that K-1”
Me: Curses choice of profession once again
If you’re going call yourself a high-end Tax planner trashing CPAs in your ads, you better have spent at least a decade actually doing high-end client work…. Otherwise you’re like a golf teacher who has never broken 90.
I say this every single October, but a large portion of the work I do now in 2026 was not required of me in my first tax season in 2001… I just spent a half hour trying to deal with a couple w/ IP PIN issues…. It’s not even something that actually goes on the return.
I think by one biggest pet peeve in all of Social Media is hearing a golfer brag to strangers about how far they hit their pitching wedge…. Literally not a single person gives a damn. nobody is impressed.
Nick Chertock retweeted
The visual model is evolving nicely. Can’t wait to use it to show #golf impact concepts in 3D.
Follow @adamyounggolf
And if you really like nerdy golf topics, get my “7 Advanced Ways to Improve Your Golf” webinar here - adamyounggolf.com/prm-7-adva…
I would like to see a TV show where different Tax strategists debate the relative merits of their different approaches as opposed to only getting to see a constant stream of their advertisements where they understandably have to leave out all the good stuff to get people to pick up the phone
Wondering if @TaxLeverage has made a video on Cordle….#taxtwitter - I know I should be working hard right now because of deadlines, but this guy’s ads constantly pop up in my feed.