2 episodes

Fidelity’s Erol Senel hosts discussions on important tax-related topics so you can make more informed and impactful decisions.

Please note: Fidelity doesn't give tax advice, and nothing we discussed today should be interpreted as tax advice. The information provided is going to be general in nature, and it may not apply to your specific situations. If you have questions about your specific situation, you should speak with a tax advisor.

Getting Taxed Fidelity Investments

    • Business
    • 5.0 • 8 Ratings

Fidelity’s Erol Senel hosts discussions on important tax-related topics so you can make more informed and impactful decisions.

Please note: Fidelity doesn't give tax advice, and nothing we discussed today should be interpreted as tax advice. The information provided is going to be general in nature, and it may not apply to your specific situations. If you have questions about your specific situation, you should speak with a tax advisor.

    #2 – Matt Connor, VP of National Fundraising at Fidelity Charitable

    #2 – Matt Connor, VP of National Fundraising at Fidelity Charitable

    Matt Connor is a VP of National Fundraising at Fidelity Charitable, and we discuss giving with more tax savvy, strategy, and focus, aka giving like a philanthropist. We also explore the unique developments that are changing the face of giving.
    For Transcript, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/Getting-Taxed-Matt-Conner-2.pdf

    Fidelity Charitable® is the brand name for Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo and Fidelity are registered service marks of FMR LLC, used by Fidelity Charitable under license.

    • 19 min
    #1 – Alice Joe, VP Federal Government Relations

    #1 – Alice Joe, VP Federal Government Relations

    Alice Joe is a VP of Federal Government Relations and we discuss the political landscape, budget proposals, and the potential tax impacts this may have for investors. For Transcript, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/Getting-Taxed-Alice-Joe.pdf

    • 24 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

Creative Wine-o ,

Taxes aren’t interesting, but this is…

Understanding how tax policy is negotiated and manipulated is pretty fascinating and infuriating. Aren’t we spending enough? Thanks for having a respectful discussion so we can understand this stuff better. Knowledge is power.

SF_Muse ,

Alice Joe was great!

All the crap going on in DC is confusing and deceitful. It was useful to hear such a balanced and informed perspective on what will have a big impact on all of us.

Bruh0208 ,

Interesting and surprising

It’s crazy that Erol can make such a boring topic really fascinating, now if Biden would stop trying to raise taxes...

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