Player FM 앱으로 오프라인으로 전환하세요!
U.S. Tax Code is an "Abomination" - Here's Tips To Navigate It with Former TurboTax CEO Bill Harris
Manage episode 434332858 series 2912692
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.
869 에피소드
Manage episode 434332858 series 2912692
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.
869 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.