Rephonic
Artwork for Taxes for the Masses
Tax Cuts and Jobs Act
IRS
Tax Policy
OB3
Estate Tax
Shohei Ohtani
Tax Compliance
Inflation Reduction Act
Tariffs
LA Dodgers
Donald Trump
Kamala Harris
Child Tax Credit
Earned Income Tax Credit
Income Tax
Taxation
Jeff Bezos
Cannabis
Tax Deductions
CPA Exam

Lisa De Simone and Bridget Stomberg (friends, professors, and tax nerds) discuss tax topics in simple terms.

PublishesTwice monthlyEpisodes132Founded5 years ago
Number of ListenersCategories
NewsPolitics

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Artwork for Taxes for the Masses

Latest Episodes

In this episode, we drink champagne and look back on 100 episodes of Taxes for the Masses. Shenanigans ensue.

In this episode we discuss code section 83(b), which potentially allows employees to alter the timing and character of how their stock-based compensation gets taxed, if their employers allow it.

In this episode, we discuss what taxes undocumented workers pay and recent efforts by other parts of the federal government to gain access to tax return information provided by immigrants.

In this episode, we discuss tax considerations for anyone working in the US and retiring abroad.

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Recent Guests

Scott Hodge
President Emeritus of the Tax Foundation, tax policy expert
Tax Foundation
Episode: On Taxing Tax-Exempt Entities
Amanda Renteria
CEO of Code for America
Code for America
Episode: On the Death of Direct File
Alexander Rifaat
Tax policy analyst covering the White House and Treasury for Taxnotes Federal
Taxnotes Federal
Episode: On Not Taxing Tips, Revisited
Katie Daugherty
Doctoral student in accounting
Indiana University
Episode: On Demand for Tax Professionals
Benjamin Leff
Law professor at American University specializing in tax law and nonprofit organizations
American University
Episode: On the Johnson Amendment
Lauren Laricchio
Investigations Editor at Taxnotes, focusing on transparency issues and government tax policies.
Taxnotes
Episode: On the IRS and Transparency
Shannon Chen
Assistant professor focusing on various aspects of taxes
University of Arizona
Episode: On the Latest Tax Research
Andrew Sutherland
Associate Professor of Accounting at MIT
MIT
Episode: RERUN: Ep 81 On Declining Accounting Enrollments, Redux
Joe Thorndyke
Director of the Tax History Project at Tax Analysts
Tax Analysts
Episode: RERUN: Ep 89 On Tariffs

Hosts

Bridget Stomberg
Host of Taxes for the Masses
Lisa De Simone
Co-host of Taxes for the Masses

Reviews

4.9 out of 5 stars from 58 ratings
  • Great show for everyone

    Making tax interesting and applying to real life is no easy task but Lisa and Bridgette do an amazing podcast!

    Apple Podcasts
    5
    jcbindy
    United States2 years ago
  • Deferred comp and state taxation

    Love the show Would like to hear your thoughts about state mobility and deferred comp like the baseball player

    Apple Podcasts
    5
    Sshef
    United States2 years ago
  • You don’t have to know stuff to learn from this podcast

    Really informative and easy to digest- especially for me- considering that taxes and money and regulations feel daunting and I don’t know anything. Love the equity lens and the focus on people who don’t have all the money and access to those who can figure all this out for them.

    Apple Podcasts
    5
    Isos303
    United States3 years ago
  • Great podcast

    Interesting and energetic discussion about taxes and tax research. Thanks Lisa and Bridget!

    Apple Podcasts
    5
    Tay-Fed
    United States4 years ago
  • Bitter Sweet

    Information is great and timing. Recording is horribly bad and painful. Humor can be over the top.

    Apple Podcasts
    3
    borrego cafe
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Clear, accessible explanations of complex tax topics
Balancing data and narrative makes topics timely and engaging
Guests add credibility and depth to policy discussions
Audio quality can be uneven according to listeners

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#63
China/News/Politics

Talking Points

Recent interactions between the hosts and their guests.

On Taxing Tax-Exempt Entities
Q: What are the two proposed solutions to this problem?
One approach excludes donated income from the tax base and taxes the remaining commercial income; the other uses a commerciality test to distinguish between charitable and commercial activities, with tax applied to the non-donated portion.
On Taxing Tax-Exempt Entities
Q: What led you to propose taxing tax-exempt entities?
Scott explains the rapid growth and dominance of nonprofit income, much of it business-like, and argues that current rules fail to tax this commercial activity adequately, creating an uneven playing field with for-profit entities.
On the Death of Direct File
Q: What should taxpayers do now that Direct File is no longer an option?
Taxpayers, especially low-income individuals, should seek assistance from resources like GetYourRefund.org for self-filing or visit VITA centers for help with their tax forms.
On the Death of Direct File
Q: What did Direct File get right?
Direct File succeeded in making tax filing simpler and more intuitive for users by incorporating user feedback during development and ensuring that the government used the information they already possess to assist taxpayers in their filing.
On the Death of Direct File
Q: Why do you think Direct File was canceled?
The cancellation of Direct File was largely due to political changes and opposition from the private sector, which generally resists government-led tax filing solutions, believing that these services should originate from the private sector instead.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Taxes for the Masses

What is Taxes for the Masses about and what kind of topics does it cover?

A practical, accessible take on tax policy and its real-world effects, with hosts who translate complex tax rules into clear explanations and timely commentary. Episodes cover state conformity, corporate tax interactions, deductions, broad policy shifts, and the social implications of tax rules, often featuring academics, policymakers, and industry experts. Unique strengths include a collaborative host dynamic, data-informed insights, and a knack for turning dense legislation into stories about who taxes and who benefits. Listeners looking for approachable, evidence-driven discussions on how tax policy shapes everyday life and business will likely find it especially valuable.

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How many listeners does Taxes for the Masses get?

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Which podcasts are similar to Taxes for the Masses?

These podcasts share a similar audience with Taxes for the Masses:

1. Odd Lots
2. Money Stuff: The Podcast
3. The Long View
4. Motley Fool Hidden Gems Investing
5. Investing Insights

How many episodes of Taxes for the Masses are there?

Taxes for the Masses launched 5 years ago and published 132 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Taxes for the Masses?

Recent guests on Taxes for the Masses include:

1. Scott Hodge
2. Amanda Renteria
3. Alexander Rifaat
4. Katie Daugherty
5. Benjamin Leff
6. Lauren Laricchio
7. Shannon Chen
8. Andrew Sutherland

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