Welcome to Episode 146 of The Liquidity Event!

This week AJ and Shane talk FinTech corporate espionage and then focus on the proposed GOP tax plan.

To wrap things up, they address a listener's concern about preparing for a "coming economic storm," offering insights on why fear-based financial decisions are rarely the best approach.

Key Takeaways:

00:00 - Intro & What's Shane doing in AJ's house?

01:52 - Spies Are Everywhere: The Cutthroat FinTech Industry

04:54 - Remote Work & Cybersecurity: The New Frontier of Corporate Risk

06:07 - Non-Competes: Enforceable or Not?

06:33 - Decoding the New House GOP Tax Plan (Draft Details!)

06:53 - AJ's Favorite: 529 Plan Expansions for Certifications!

08:14 - Shane's Take: Standard Deductions, AMT, and the SALT Cap Saga Continues

12:23 - No Tax on Tips? Or Overtime? The Complications!

15:14 - Radical Tax Idea Corner: Capital Gains & Lifetime Exclusions

18:58 - Estate Tax Exclusion: Permanent and Higher?

19:48 - Listener Question: Preparing for the "Coming Economic Storm"

21:26 - AJ's Hot Take: Don't Make Decisions Based on Fear!

25:01 - Outro

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