8 episodes

This is Whose Bottom Line is it Anyway? a series that reflects on historical moments that altered U.S. income tax history and discusses its impact on American taxpayers today. We’re answering the question, “How did the American tax system get so complicated?”

When we start at the beginning, we can track the evolution of tax law over time and discuss and analyze how we landed in our current state of massive complexity.

We want our listeners to get nerdy with us and leave every episode feeling enlightened and excited to share details about American history, tax, and the potential future of their money with their friends by better understanding how American taxes work.

Whose Bottom Line Is It Anyway‪?‬ april

    • Education
    • 5.0 • 4 Ratings

This is Whose Bottom Line is it Anyway? a series that reflects on historical moments that altered U.S. income tax history and discusses its impact on American taxpayers today. We’re answering the question, “How did the American tax system get so complicated?”

When we start at the beginning, we can track the evolution of tax law over time and discuss and analyze how we landed in our current state of massive complexity.

We want our listeners to get nerdy with us and leave every episode feeling enlightened and excited to share details about American history, tax, and the potential future of their money with their friends by better understanding how American taxes work.

    A Rundown on Retirement: From Pensions to IRAs and What’s Next

    A Rundown on Retirement: From Pensions to IRAs and What’s Next

    We break down retirement planning, the evolution of retirement products and the latest retirement planning trends centered around the financial lynchpin of tax.

    • 29 min
    Intimacy with finance: making taxes a year-round affair

    Intimacy with finance: making taxes a year-round affair

    In this episode, we think beyond tax season and discuss why year-round tax engagement will improve financial awareness. Also, we address how this approach provides an opportunity for your bank to offer better service and support your financial life.

    • 23 min
    Tax Transformation, Wealthy Wallets, and Crypto Crackdowns

    Tax Transformation, Wealthy Wallets, and Crypto Crackdowns

    Marni and Jody discuss how state taxes impact the current income tax situation, tax brackets, and whether the wealthy should be taxed more. Regis reviews the proposed tax changes by the Biden administration for 2023-24, cryptocurrency, and how the IRS is seeking comments on how NFTs should be taxed.

    • 25 min
    Tax Reform and the Future of Tax Technology

    Tax Reform and the Future of Tax Technology

    On this episode we will explore the history of tax reform, how electronic filing was a game-changer for everyday taxpayers and CPAs, and the future of tax technology.

    • 30 min
    The Taxes Behind Love and Marriage

    The Taxes Behind Love and Marriage

    This episode explores the history of the standard deduction and joint filing, situations for married people to file separately, and the tax advantages for UGMA accounts and 529 plans.

    • 23 min
    Reporting Income and the Gig Economy

    Reporting Income and the Gig Economy

    If you made money, but it never touched your hands - do you still report it?

    Jody, Marni, and guests answer this question and more on this episode of Whose Bottom Line.

    • 28 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

Top Podcasts In Education

The Mel Robbins Podcast
Mel Robbins
The Jordan B. Peterson Podcast
Dr. Jordan B. Peterson
How to Be a Better Human
TED and PRX
Try This
The Washington Post
TED Talks Daily
TED
Do The Work
Do The Work