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Quick Intro

Hello everyone,

I wanted to share a quick introduction in relation to Elaine’s update. As she mentioned, Jonathan has selected me to help moderate the forum.

Some of you may have seen my previous articles:

Breaking down the tax impacts of OBBBA

How the new tax car loan deduction works

Home improvements tax tips

A little about me: I graduated with an accounting degree and became a CPA in 2022. I live in Chicago with my wife. I started investing at 18 and follow the Boglehead principles. Professionally, I began my career at Deloitte and then worked at a few F500 multinationals focusing on tax and data.

I also share tips on X (Twitter), Instagram, and Threads about personal finance, taxes, and investing, and have reached over 350,000 followers in total.

As a moderator, my goal is to help keep this space friendly, informative, and engaging for everyone. I look forward to connecting with all of you, learning from you, and helping HD continue to grow as a positive and supportive community.

I’m excited to be part of the community!

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Stacey Miller
1 year ago

We appreciate your willingness to serve…and educate! I have faith all of us HD diehards will behave so you have an easy job. We have something in common already–I worked at KPMG back when there were “The BIG EIGHT” firms. Yes, I am dating myself.

PS I’ll buy you your favorite beverage if you’re ever in the far western suburbs–we’re fortunate to be able to choose either the Aurora or LaFox stations for Chicago-bound trains!

David Powell
1 year ago

Hi Bogdan. Can you please review/approve the post I wrote this morning? Any HD posts containing embedded URLs get held by WordPress until the admin releases them.

Would be great if you could drop an email to the writers list Jonathan has used, to set expectations, ask for any help you may need, etc. Cheers, -D

Margaret Fallon
1 year ago

Thank you for taking this on & welcome Bogdan.

hitekfran
1 year ago

Best of luck to you, Bogdan. I’m in the Chicago area also. If you ever need any assistance, please let me know. I’m a retired Certified Financial Planner.

Philip Stein
1 year ago

Bogdan, welcome to the HumbleDollar site!

A few questions for you:

How did you meet Jonathan?

What were the circumstances by which Jonathan chose you as moderator of the site?

What is your day job? Do you have an independent accounting practice, or are you employed by a large firm?

In addition to CPA, do you have any plans to become a financial advisor?