Tax Talk
Tax Talk
Tax Talk is a discussion with our resident tax guy Brian Nielson and host, Jenni Alvarez, where we cover things you need to know about taxes and how they relate to your experience as a donor.
Tax Talk explores concepts and ideas at the federal level to help you when you seek advice specific to your circumstances. Federal law is passed by Congress hoping to achieve policy outcomes. Tax Talk doesn't explore the validity or strength of the policies, instead we talk about the impact of the tax laws for individuals. We invite you to explore and learn by browsing the various topics below!
Also available on Spotify and Google Podcasts!
Tax Law Basics
In this episode, you will learn the tax basics you need to know including income versus assets, progressive tax brackets, deductions, and how these all come together into what you know as the tax system today.
Links mentioned in this episode:
Capital Gain
In this episode, you will learn about capital gains – unrecognized gain, long term gains, capital gains tax, the step up in basis, and when capital gains do and do not apply.
Retirement Plans
In this episode, you will learn how retirement plans are built on the premise that our tax rates will be lower in the future because we will both have and need less income in retirement. We will explain why that is as well as discuss the things you need to know about your retirement plans.
Links mentioned in this episode:
What is the difference between tax evasion and tax avoidance?
Estate and Gift Taxes
In this episode, you will learn all about how the IRS views your estate as it relates to your taxes, capital gains, and how estate and gift taxes are related.
Links mentioned in this episode:
What is the difference between tax evasion and tax avoidance?
Charitable Solutions
In this episode, you will learn ways you can reduce your tax liabilities and make a difference with solutions offered by ASU Foundation like charitable remainder trusts and bequest gifts to your preferred causes.
Links mentioned in this episode:
Charitable Remainder Unitrusts
Questions?
Contact us via email at TaxTalk@asuep.org