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U.S. Tax Code is an "Abomination" - Here's Tips To Navigate It with Former TurboTax CEO Bill Harris

41:15
 
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Manage episode 435568161 series 3594610
Money News Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Money News Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Nicole talks a lot about how investing can help you grow wealth… but you know how you keep wealth? Smart tax strategy.

Sure, tax talk can feel stressful, but the more we can bring ourselves to face it head-on, the more money we can keep in our pockets. Today, Nicole talks taxes with Bill Harris, who has held senior leadership positions at a handful of big fintech companies (PayPal, Intuit and TurboTax, Nirvana Money, One, and now Evergreen Money). In this episode, they talk about the tax tips and tricks the rich use— and you should too.

Check out Bill's new fintech company, Evergreen, here: https://www.evergreenmoney.com/

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Brokerage services for alternative assets are offered by Dalmore Group, LLC, member FINRA & SIPC. Brokerage services for treasury accounts offering 6-month T-Bills are offered by Jiko Securities, Inc., member FINRA & SIPC. Banking services are offered by Jiko Bank, a division of Mid-Central National Bank. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value.

Brokerage services for Regulation A securities are offered through Dalmore Group, LLC, member FINRA & SIPC. Risks at public.com/disclosures/alts-risk-and-conflict-of-interest-disclosure

See public.com/#disclosures-main for more information.

  continue reading

891 에피소드

Artwork
icon공유
 
Manage episode 435568161 series 3594610
Money News Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Money News Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Nicole talks a lot about how investing can help you grow wealth… but you know how you keep wealth? Smart tax strategy.

Sure, tax talk can feel stressful, but the more we can bring ourselves to face it head-on, the more money we can keep in our pockets. Today, Nicole talks taxes with Bill Harris, who has held senior leadership positions at a handful of big fintech companies (PayPal, Intuit and TurboTax, Nirvana Money, One, and now Evergreen Money). In this episode, they talk about the tax tips and tricks the rich use— and you should too.

Check out Bill's new fintech company, Evergreen, here: https://www.evergreenmoney.com/

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Brokerage services for alternative assets are offered by Dalmore Group, LLC, member FINRA & SIPC. Brokerage services for treasury accounts offering 6-month T-Bills are offered by Jiko Securities, Inc., member FINRA & SIPC. Banking services are offered by Jiko Bank, a division of Mid-Central National Bank. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value.

Brokerage services for Regulation A securities are offered through Dalmore Group, LLC, member FINRA & SIPC. Risks at public.com/disclosures/alts-risk-and-conflict-of-interest-disclosure

See public.com/#disclosures-main for more information.

  continue reading

891 에피소드

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