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<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> Made more than $600. Company does not issue 1099-MISC's. Enter income as general income? [/INST] I'm not sure how this gets entered in TurboTax, but this income from...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> Trying to understand Return on Capital (Joel Greenblatt's Magic Formula version) [/INST] I've spent enough time researching this question where I feel comf...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> Trying to understand Return on Capital (Joel Greenblatt's Magic Formula version) [/INST] Just to clarify things: The Net Working Capital is the funds, ...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> My employer doesn't provide an electronic pay stub and I need one to get a car loan [/INST] You have a few options and sometimes challenges help us improve our situation. First, you can not borrow to buy a car...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> In your 20s how much money should you have and how to properly use & manage it? [/INST] You need a budget. You need to know how much you make and how much you spend. How much you earn and wh...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> In your 20s how much money should you have and how to properly use & manage it? [/INST] If you are just barely scraping by on your current income, then you shouldn't...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> Credit Card Points from Refund [/INST] Because your friend isn't going to like the ~2% charge they have to pay to the credit card company on the $10,000 pu...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> Credit Card Points from Refund [/INST] That transaction probably cost the merchant $0.50 + 3% or close to $5. They should have refunded your credit car...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> Can I open a bank account in the US remotely? Will I pay taxes for the money on it? [/INST] Answering for US tax only: The bank account makes absolutely zero difference. If you are not a US national and not re...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> What is the name of inverse of synergy? (finance) [/INST] You could call it "multiple streams of income" a la Robert Allen and others. Or you could call it "Do once, sell many" or something ...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> What is the name of inverse of synergy? (finance) [/INST] I'd probably call it an intangible or indirect benefit. Not sure what the trade term is. </s>
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> My Boss owes money but I am named on letter from debt collection agency (UK) [/INST] I would not be overly concerned unless they started contacting you dir...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> My Boss owes money but I am named on letter from debt collection agency (UK) [/INST] You havent signed a contract, so you are only an authorised contac...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> Income Tax and Investments [/INST] The $50k is subject to the appropriate income taxes, which may include FICA taxes including the employer share if you are self employed. The after tax money can then be inves...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> Income Tax and Investments [/INST] Unless you make those investments inside a tax-deferred account, you will have to pay income-taxes on that money this year. Because you made that money thr...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> Record retention requirements for individuals in the U.S.? [/INST] Here is an IRS Publication 552 covering records retention The publication covers many areas, inclu...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> Record retention requirements for individuals in the U.S.? [/INST] Indeed the IRS publication references the 3-6 year time span. And no limit for fraud. Bu...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> Are Investment Research websites worth their premiums? [/INST] Anyone who claims they can consistently beat the market and asks you to pay them to tell...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> How do I claim HST compensation on my personal Ontario income taxes? [/INST] Your income and expenses for the business should be independent of HST. That is, if you charged somebody 100 + 13 HST, you have reve...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> Legal requirements to sell design content, artwork and also freelance in India? [/INST] There is no requirement to open a company. You can work as freelancer. You need to report income and f...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> Paying estimated taxes in a quarter with losses [/INST] Yes, if you're caught up you can skip the quarter. </s>
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> How do I receive payment from the USA to my current account in India [/INST] There is nothing called best; Depending on the amounts there are several optio...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> Insider trading in another company? [/INST] This information is clearly "material" (large impact) and "non-public" according to the statement of the pr...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> Is robinhood backed up by an insurance company [/INST] robinhood is a member of finra, just like any other broker. as such, they can't legally "lose" your assets. even if they file bankruptcy, you will get you...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> Can a husband and wife who are both members of the same LLC file a joint tax return? [/INST] Since from the question it seems that you're talking about the US taxation, I'll assume that. You...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> I am a contractor with revenue below UK's VAT threshold. Should I register for VAT? [/INST] I love the flat rate VAT scheme. It's where you pay a percentage based on...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> I am a contractor with revenue below UK's VAT threshold. Should I register for VAT? [/INST] If I remember correctly, once you're about to exceed the thresh...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> I am a contractor with revenue below UK's VAT threshold. Should I register for VAT? [/INST] (1) Should I register for VAT? – If it is below the thresho...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> I am a contractor with revenue below UK's VAT threshold. Should I register for VAT? [/INST] The most important thing to remember is that being VAT registered, you must add VAT to every bill, so every bill will...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> I am a contractor with revenue below UK's VAT threshold. Should I register for VAT? [/INST] If you are providing VAT-liable services (you probablly are) and you register normally for VAT the...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> Was on debt..can I now enter UK on visitor visa [/INST] Whether or not you'll be allowed to enter the UK is a topic for a different forum (and really more a topic fo...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> What securities is Return of Capital applicable to? [/INST] Off the top of my head, I don't know of any publicly-traded companies that routinely earmark di...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> How to save money on currency conversion [/INST] If you want to convert more than a few thousand dollars, one somewhat complex method is to have two in...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> Buying a house 50/50 [/INST] This question is really a variation of rent vs buy. Try looking at it this way - If you bought it 50/50 and rented it out, what would you both get? Now, moved in, you are effective...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> Buying a house 50/50 [/INST] I don't like it using percentages makes no sense. Find out what market value is for rent and pay 1/2 of that to your partner, adjust annually. You partner should...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> What do I need as documentation in order to pay taxes in the Netherlands? [/INST] The Dutch tax office is pretty decent, although slightly overburdened. Don't expect...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> Can you sell a security through a different broker from which it was purchased? [/INST] I'm in the US and I once transferred shares in a brokerage account ...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> Can you sell a security through a different broker from which it was purchased? [/INST] Many brokers allow you to transfer shares to another broker wit...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> Investment options for f1 visa students in USA [/INST] There's no limitation on what you can invest in, including trading stocks (as long as trading is not a business activity, like day-trading or investing fo...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> Are American Eagle $20 gold coins considered “securities”, requiring dealers to be licensed to sell them as such? [/INST] No. Securities brokers/dealers in the United States are licensed to ...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> Why UK bank charges are not taken account when looking on interest for taxation? [/INST] When I left the UK four years ago, free banking is still an option and I'm p...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> Why UK bank charges are not taken account when looking on interest for taxation? [/INST] Because your profit from the capital IS 100 quid. Capital gains is...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> How are days counted when funding a new account within 10 days [/INST] If the wording is "within 10 days" then its 10 days. Calendar days. Otherwise th...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> How do I evaluate reasonability of home improvement projects? [/INST] If you're looking for some formula, I don't think one exists. People talk about this all the time and give conflicting advice. If there was...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> How do I evaluate reasonability of home improvement projects? [/INST] The exact answers depend on what you're going to do and what you started with and what your local market is like ... But...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> Pay Yourself With Credit Card Make Money With Cash Back [duplicate] [/INST] This is basically a form of credit card kiting, it's not necessarily illegal but it can b...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> Pay Yourself With Credit Card Make Money With Cash Back [duplicate] [/INST] The idea is old as dirt, and some millions of people had it before you. Credit ...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> Need your help and suggestion [/INST] How much amount can we transfer from India to the USA? Is the limit per year? As I understand your father in law ...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> Once stock prices are down, where to look for good stock market deals? [/INST] Indexes are down during the summer time, and I don't think it has something to do with specific stocks. If you look at the index h...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> Once stock prices are down, where to look for good stock market deals? [/INST] Something you might want to consider, instead of going out bargain hunting in hopes of picking something up on ...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> Once stock prices are down, where to look for good stock market deals? [/INST] Keep in mind, that bargain hunting will fail you from time to time. I know a lot of gu...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> Once stock prices are down, where to look for good stock market deals? [/INST] Do your own research There are hundreds of places where people will give you...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> Corporate Coverdell ESA Tax Liability [/INST] Not sure how authoritative it is, but according to this site, yes: Can a corporation, partnership or othe...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> How to Transition From Employee to Employer? [/INST] Having been both I see the pros and cons Employers: I personally hated all the paperwork. Government forms, legal protection, insurance, taxes, payroll, acc...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> Where are all those unsold vehicles? [/INST] When the 2016 models come out, the dealership marks down the 2015 model and then it sells pretty fast. The process doesn't take that long in the ...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> Where are all those unsold vehicles? [/INST] Other than being reduced to clear as others have suggested quite a few get sold to large motor stores. You can often go ...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> What are the options for a 19-year-old college student who only has about $1000? [/INST] The "$1000 is no money at all" people are amusing me. Way back in ...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> What are the options for a 19-year-old college student who only has about $1000? [/INST] $1000 is not that much, and I think the best you can do with t...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> What are the options for a 19-year-old college student who only has about $1000? [/INST] At that sum, it essentially doesn't matter what you do, unless you just want to outright gamble the money. Let's look at...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> What are the options for a 19-year-old college student who only has about $1000? [/INST] If you're looking for ways to turn $1000 into more, don't just think of ways it can make money -- als...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> What are the options for a 19-year-old college student who only has about $1000? [/INST] Put them in Cds. Better than a savings account, you won't lose capital unlik...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> What are the options for a 19-year-old college student who only has about $1000? [/INST] Kid, you need to start thinking in thresholds. There are several m...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> Won an incentive trip in 2013, left employer in 2014, received an earning statement with no cash but a huge tangible bonus listed [/INST] I had experie...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> Accounting for reimbursements that exceed actual expenses [/INST] I've been in a very similar situation to yours in the past. Since the company is reimbursing you at a flat rate (I assume you don't need to pro...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> What is the contribution limit for a SEP-IRA? [/INST] Both are saying essentially the same thing. The Forbes articles says "as much as 20% [...] up to a maximum of $50,000". This means the s...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> Who maintains receipt for employee expense reimbursements? [/INST] In the normal course of events, you should receive a separate check for the amount of the purchase...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> Dalbar: How can the average investor lose money? [/INST] It appears that there's a confusion between the different types of average. Saying "the average in...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> Dalbar: How can the average investor lose money? [/INST] How is it possible for the average investor to underperform the market? The "average" investor...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> Dalbar: How can the average investor lose money? [/INST] I think you are mixing two different concepts here. The average investor, in the quoted reference, means an average single investor like you or like me....
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> What will my taxes be as self employed? [/INST] Whether you're self-employed or not, knowing exactly how much tax you will pay is not always an easy task. Various actions you can take (e.g.,...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> What will my taxes be as self employed? [/INST] The amount of the income taxes you will owe depends upon how much income you have, after valid business expenses, als...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> Where do large corporations store their massive amounts of cash? [/INST] You can find out the general types of investments by reading the public corporatio...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> Where do large corporations store their massive amounts of cash? [/INST] Short term investments, treasuries, current accounts. </s>
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> Where do large corporations store their massive amounts of cash? [/INST] They are using several banks, hedge funds or other financial institutions, in order to diversify the risk inherent to the fact that the ...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> Where do large corporations store their massive amounts of cash? [/INST] For tax optimization, cash is stored mostly overseas, according to the New York Times. For Apple, everytime a song or...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> Does renting a room on AirBnB make all interest taxable? [/INST] What theyre fishing for is whether the money was earned in the U.S. It's essentially an interest she...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> Does renting a room on AirBnB make all interest taxable? [/INST] It says that you are exempt "as long as such interest income is not effectively connected ...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> Is it bad practice to invest in stocks that fluctuate by single points throughout the day? [/INST] Yes. There are several downsides to this strategy: Y...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> Is it bad practice to invest in stocks that fluctuate by single points throughout the day? [/INST] Eventually, you'll end up buying a stock at or near a high-water mark. You might end up waiting a few years be...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> Is it bad practice to invest in stocks that fluctuate by single points throughout the day? [/INST] Its hard to write much in those comment boxes, so I'll just make an answer, although its re...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> Is it bad practice to invest in stocks that fluctuate by single points throughout the day? [/INST] The strategy has intrinsic value, which may or may not be obstruct...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> Any reason to keep around my account with my old, 'big' bank? [/INST] From my experience, payments from banks and other financial entities, such as loyalty...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> Any reason to keep around my account with my old, 'big' bank? [/INST] I'd add that bigger banks tend to have experience doing more complicated things. ...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> BoA Closed my Accounts and Froze my Funds. How can I get money back besides cashier's check? [/INST] I'd suggest you contact the Office of the Controller of Currency, who regulates BOA and file a complaint. Th...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> What are the advantages/disadvantages of a self-directed IRA? [/INST] There is nothing wrong with self directed IRA's the problem is that most of the assets they specialize in are better don...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> What are the advantages/disadvantages of a self-directed IRA? [/INST] This type of account will sell you just enough rope to hang yourself. Gold is at $1400 or so. W...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> What are the advantages/disadvantages of a self-directed IRA? [/INST] The main advantage and disadvantage I can see in a scenario like this are - how savvy...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> What are the advantages/disadvantages of a self-directed IRA? [/INST] Our company does a lot of research on the self-directed IRA industry. We also pro...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> Why use accounting software like Quickbooks instead of Excel spreadsheets? [/INST] I would say that all of the reasons you list in your question are valid, and I would add the following... You are in the lands...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> Why use accounting software like Quickbooks instead of Excel spreadsheets? [/INST] I think your reasons are good. Fundamentally accounting software is built to ensure you record your account...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> Why use accounting software like Quickbooks instead of Excel spreadsheets? [/INST] I would add to your reasons: Would you mow an entire lawn with a string trimmer ju...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> Why use accounting software like Quickbooks instead of Excel spreadsheets? [/INST] Since this is a cooperative I'm guessing your partners may want to be ab...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> Why use accounting software like Quickbooks instead of Excel spreadsheets? [/INST] Why use spreadsheets rather than writing your forms and formulas dir...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> Why use accounting software like Quickbooks instead of Excel spreadsheets? [/INST] Here are the few points: Hope that helps, </s>
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> Do shares purchased on FTSE AIM move with company to other markets? [/INST] Any shares you buy when a company is listed on one market will remain yours if the company moves to another market...
<s>[INST] <<SYS>> Utilize your financial knowledge, give your answer or opinion to the input question or subject . Answer format is not limited. <</SYS>> Contribute to both a SEP IRA and solo Roth 401(k)? [/INST] In addition to the normal limits, A Solo 401(k) allows you to contribute up to 20% of net profits (sole pr...
<s>[INST] <<SYS>> Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering <</SYS>> How to protect myself against unauthorized recurring CC charges? [/INST] The bank SHOULD be able to issue you a new card without letting vendors roll over ...
<s>[INST] <<SYS>> Based on your financial expertise, provide your response or viewpoint on the given financial question or topic. The response format is open. <</SYS>> How to protect myself against unauthorized recurring CC charges? [/INST] There is no way to stop any merchant from setting a recurring charge flag on a...
<s>[INST] <<SYS>> Share your insights or perspective on the financial matter presented in the input. <</SYS>> Employer no longer withholds, how do I self administer 401k [/INST] You can't be doing it yourself. Only your employer can do it. If the employer doesn't provide the option - switch employers. The only way for...
<s>[INST] <<SYS>> Offer your thoughts or opinion on the input financial query or topic using your financial background. <</SYS>> How to move (or not move) an LLC from Illinois to New Mexico? [/INST] Why not just leave it as is and register as foreign entity in New Mexico? You won't avoid the gross receipts tax, but ot...