RatherBeGolfing Posted September 17, 2019 Share Posted September 17, 2019 1 hour ago, austin3515 said: OK, we'll all be waiting with baited breath to see what the response is! I won't be able to make it myself. I'll be there Austin. I got a later flight than usual on Wednesday so I'll actually get to stay for the entire last session Bill Presson 1 Link to comment Share on other sites More sharing options...
austin3515 Posted September 17, 2019 Author Share Posted September 17, 2019 Enjoy! Austin Powers, CPA, QPA, ERPA Link to comment Share on other sites More sharing options...
Bird Posted September 19, 2019 Share Posted September 19, 2019 On 9/17/2019 at 4:50 PM, austin3515 said: OK, we'll all be waiting with baited breath to see what the response is! I won't be able to make it myself. Halitosis from having worms in your mouth? RatherBeGolfing 1 Ed Snyder Link to comment Share on other sites More sharing options...
Bill Presson Posted September 19, 2019 Share Posted September 19, 2019 On 9/17/2019 at 5:21 PM, RatherBeGolfing said: I'll be there Austin. I got a later flight than usual on Wednesday so I'll actually get to stay for the entire last session And I'll be there. I'm co-chairman of the conference this year. This is my fifth and final year on the committee. I rotate off after this year. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070 Link to comment Share on other sites More sharing options...
RatherBeGolfing Posted October 23, 2019 Share Posted October 23, 2019 On 9/17/2019 at 4:50 PM, austin3515 said: OK, we'll all be waiting with baited breath to see what the response is! I won't be able to make it myself. @austin3515 the ask the experts panel agreed with you, as the loan is an investment, you can rebalance. They hedged by added that just because it can be done, it doesnt mean that it should be done. There was also a comment questioning whether you really want to put that kind of language in your plan document, leaving open the question of whether additional language is needed Bill Presson and austin3515 2 Link to comment Share on other sites More sharing options...
austin3515 Posted October 23, 2019 Author Share Posted October 23, 2019 Thanks for letting me know! Austin Powers, CPA, QPA, ERPA Link to comment Share on other sites More sharing options...
Bill Presson Posted October 24, 2019 Share Posted October 24, 2019 On 10/23/2019 at 11:01 AM, RatherBeGolfing said: @austin3515 the ask the experts panel agreed with you, as the loan is an investment, you can rebalance. They hedged by added that just because it can be done, it doesnt mean that it should be done. There was also a comment questioning whether you really want to put that kind of language in your plan document, leaving open the question of whether additional language is needed You beat me to this. Thanks for this summary. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070 Link to comment Share on other sites More sharing options...
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