8 episodes
Whose Bottom Line Is It Anyway? april
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- Education
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5.0 • 4 Ratings
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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.
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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.
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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.
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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.
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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.
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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.
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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.