10 episodes
Getting Taxed Fidelity Investments
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- Business
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5.0 • 26 Ratings
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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.
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#10 – Jared Walczak, VP of State Projects at the Tax Foundation
Jared Walczak is a VP of State Projects at the Tax Foundation and joins us to discuss the something that impacts most of us…state taxes. Jared is an influential thought leader and we get into the work he and the Tax Foundation are doing to influence policy makers to reform their inefficient and at times antiquated tax codes to reflect a modern environment. For Transcript, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/Getting_Taxed_Episode_10.pdf
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#9 – Emily Cervino, Head of Industry Relations and Thought Leadership at Fidelity Stock Plan Services
Emily Cervino, Head of Industry Relations and Thought Leadership at Fidelity Stock Plan Services, joins us to discuss the “hidden gems in a crowded benefit landscape”, employee stock purchase plans. This topic not only highlights an exciting opportunity for young investors to build wealth, but also a unique financial planning consideration that should be thought through. Oh, and of course we get into taxes. For Transcript, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/Getting_Taxed_Episode_9.pdf
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#8 – Prof. Blaine Saito, Assistant Professor at Northeastern University School of Law
Blaine Saito, Assistant Professor at Northeastern University School of Law, joins us to have an interesting discussion about how taxes and social policy intersect. We also hit on recent innovation in tax code due to the Pandemic’s impact of society, the impact of taxes on small businesses and some useful tips if you were to ever get audited. For Transcript, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/Getting_Taxed_Episode_8.pdf
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#7 – Andy Reed, VP of Behavioral Economics at Fidelity Investments
Andy Reed, VP of Behavioral Economics at Fidelity, joins us to provide insight into some of the ways investors make decisions surrounding their emotions and frames of knowledge, and how these factors can impact tax-efficient decision making for the investor. For Transcript, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/Getting_Taxed_Episode_7.pdf
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#6 – Alice Joe, VP of Federal Government Relations
Alice Joe is a VP of Federal Government Relations and we discuss the recent passage of the Bi-Partisan Infrastructure Bill, the future of the Build Back Better Act and how they may impact investors. For Transcript, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/Getting_Taxed_Episode_6.pdf
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#5 – Shahira Knight, Managing Principal of Policy & Government Relations at Deloitte
Shahira Knight, Managing Principal of Policy & Government Relations at Deloitte, joins us to discuss the discussion taking place in Washington DC around the potential tax policy changes needed to support the Infrastructure and Reconciliation Bills being proposed and how those changes may impact investors. For Transcript, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/Getting_Taxed_Episode_5.pdf
Customer Reviews
Thank you Erol!
Great job and pace in walking through complex tax dynamics.
Loaded
Thank you Erol. I’ve learned so much listening to this show, not just about taxes, but a lot of other things that intersect with taxes, which seems to be everything! Keep it up, these are important discussions to consider.
Getting Taxed
I enjoyed listening to this episode featuring Alice Joe. She was very knowledgeable about the social programs and bills that have recently passed by Congress, and how it benefits Americans. It was interesting, informative, and relatable. I would highly recommend listening to this episode.