Getting Taxed

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

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

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

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

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

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

Nick Yoo, VP of Personalized Wealth Management, joins us to discuss how Fidelity approaches tax efficient investing and other factors that investors can consider to potentially navigate the dynamic tax environment with more purpose. For Transcript, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/Getting_Taxed_Episode_4.pdf

Economists Michael Keen (Deputy Director of Fiscal Affairs, International Monetary Fund) and Joel Slemrod (Professor, Univ. of Michigan) join us to discuss the occasionally quixotic history of taxes, especially our unique story in the US, and how we can learn from that history. For Transcript, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/Getting_Taxed_Episode_3.pdf

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.

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