Jonathan Lopez @SMBplanner
15 years helping small/medium-sized business owners pay less in taxes and build their wealth. Co-Founder: Glide | Breaking 100 | Truvize. Tweets ≠ Advice truvize.com Texas Joined July 2009-
Tweets2K
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Followers2K
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Following484
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Likes1K
Jonathan Lopez retweeted
buddy that guy don’t seem real
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@CoachSWUTEP @TheFCATeam @FcaPaso Thanks for being there coach!
The most impressive part of this climb is how easy Alex makes it look 😂 #skyscraperlive
@TKopelman Congratulations man, there’s nothing better!!
@eugene_ego 👍🏼 Gotta have a direction and some end points
“Am I even on track?” “I have no idea what is feasible or not“ Both are common things heard from potential clients who are already saving for retirement. If you don’t know the answers to these questions you need a financial PLAN!
@matt_gottshall No wayyyy So jealous man… got the denial email yesterday Gotten used to it now 😂
@T_Gatzemeier The better comparison would be comparing a pre 2017 tax cut or a 2026 if the bill wasn’t passed scenario…
@markcecchini Nothing better than finding out friends haven’t seen a classic …. Unless they don’t pay attention while it’s on 😂
Jonathan Lopez retweeted
Another day, another highly-educated/successful professional who thought Northwestern Mutual did “financial planning” and is switching to us.
@TKopelman And hiring the property manager opens a whole other set of potential issues… first being: finding one that will actually be more of a help than a financial drag… which takes time!
Big changes to buying a business using an SBA loan 👇🏼
🚨 Doge Declares War on SBA: Trump’s New Rules Shake Up Business Buying ! If you're planning to buy a small business with SBA financing, major changes are coming. Effective June 1, 2025, SOP 50 10 8 introduces new rules that could impact your deal. Here's what you need to know
@practicalgolf Sounds a lot like the finance industry!
“He is not here; he has risen, just as he said…”
@cmrejunki @realEstateTrent Yes for sure
Every month, we bring together real entrepreneurial experience and over 15 years of financial planning expertise to help thousands through The Truvize Newsletter. Check out our latest edition on proactive tax planning here: truvize.com/blog/tax-day-s…
Any reason this wouldn’t be all of them soon? Amazing stuff
Y Combinator CEO Garry Tan has said that for about a quarter of the current YC startups, 95% of the code was written by AI.
It’s Tax Day. Sometimes the real stress isn’t writing the big check, It’s not knowing how big it’ll be… Or how much smaller it could’ve been with better planning. Business owners: Tax season shouldn’t be a surprise. Sound, proactive planning can relieve the stress!
Rory McIlroy just won the @TheMasters after a decade+ of close calls. Talent got him there - discipline and resilience got him across the finish line. Financial planning is the same: It’s not about getting everything right. It’s about staying in the game long enough to win.
Scotty Walden @CoachSWUTEP
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MARIA ALEJANDRA VILLA... @maria_alejand_
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