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Tax Analogies and 2026 with Derek Mazzarella
Manage episode 383499992 series 2940942
Content provided by Prajin and Steven Jarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Prajin and Steven Jarvis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode Steven is joined by Derek Mazzarella, CFP and the two share ideas on how to best articulate complex tax planning in a way that resonates with clients. Derek shares how he is already incorporating tax law changes that won't happen until 2026 into his planning with clients and why he is such a big fan of having analogies for everything he does (bonus: he shares several of his favorites). Steven and Derek also touch on the tax implications around equity compensation and the inevitability that spending and income will not be linear in retirement.
114 episodes
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Manage episode 383499992 series 2940942
Content provided by Prajin and Steven Jarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Prajin and Steven Jarvis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode Steven is joined by Derek Mazzarella, CFP and the two share ideas on how to best articulate complex tax planning in a way that resonates with clients. Derek shares how he is already incorporating tax law changes that won't happen until 2026 into his planning with clients and why he is such a big fan of having analogies for everything he does (bonus: he shares several of his favorites). Steven and Derek also touch on the tax implications around equity compensation and the inevitability that spending and income will not be linear in retirement.
114 episodes
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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