Aug 30, 2021
On this week's episode of The Liquidity Event: AJ and Shane identify their favorite billionaires and why tax policy is so messed up. Our hosts talk about why they love payroll company Gusto and this insane story of remote workers having two full-time jobs. The show ends with some very lukewarm political takes and...
Aug 23, 2021
On this week’s episode: AJ is in Los Angeles for the month and won’t shut up about a burrito. Our hosts discuss the Robinhood IPO, the Barkbox SPAC, and other newly public companies. Shane explains the complexities of state and local income taxes (SALT) and shares a daring tax strategy. And finally, news of a...
Aug 16, 2021
On this week's episode of The Liquidity Event: Bezos went to space for about five minutes and an Amazon exec goes to jail for insider trading. We cover the week’s exciting news in the world of public tech companies. We dive deep into the Peter Theil Roth IRA scandal and come to terms with this brilliant abuse of...
Aug 9, 2021
In this inaugural episode, co-hosts AJ and Shane share some personal background details and define what the Liquidity Event is all about. You’ll learn about how Shane’s tax background and AJ’s journalism background lead them to found a wealth management firm and how that firm has transformed over the years. Our...