by Fidelity Investments
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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Publishing Since
6/3/2021
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March 17, 2022
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
February 10, 2022
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
January 21, 2022
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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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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