{"id":54629,"date":"2021-03-07T12:04:42","date_gmt":"2021-03-07T17:04:42","guid":{"rendered":"https:\/\/thedisciplinedinvestor.com\/blog\/?p=54629"},"modified":"2021-03-07T12:04:42","modified_gmt":"2021-03-07T17:04:42","slug":"tdi-podcast-avoiding-tax-whammies-dan-pilla-704","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2021\/03\/07\/tdi-podcast-avoiding-tax-whammies-dan-pilla-704\/","title":{"rendered":"TDI Podcast: Avoiding Tax Whammies &#8211; Dan Pilla (#704)"},"content":{"rendered":"<p>And just like that \u2013 things change \u2013 or do they?<a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-257 alignright\" title=\"iTunes Subscribe\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2016\/07\/itunes_subscribe3.png\" alt=\"Itunes\" width=\"275\" height=\"60\" \/><\/a><\/p>\n<p>Hearing a loud crunching sound as high beta stocks are put through the grinder.<\/p>\n<p>Gut check time as key rates continue to move higher.<\/p>\n<p>We are in the midst of tax season and there are plenty of questions to get answered with out guest, tax expert and noted author &#8211; Dan Pilla, CPA.<\/p>\n<p><!--more--><\/p>\n<hr \/>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-52237 alignleft\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2019\/01\/danPilla.jpg\" alt=\"\" width=\"250\" height=\"222\" \/><strong><a href=\"https:\/\/www.taxhelponline.com\/\">Daniel Pilla<\/a><\/strong> is an expert in IRS procedure and advocate of taxpayer rights. Author of\u00a0<a href=\"https:\/\/www.amazon.com\/How-Win-Your-Tax-Audit\/dp\/1884367097\" target=\"_blank\" rel=\"noopener\">\u201cHow to Win Your Tax Audit.\u201d<\/a><\/p>\n<p>Dan Pilla\u2019s primary calling is that of tax litigator. He is considered America\u2019s leader in taxpayer defense, taxpayers\u2019 rights, and IRS abuse prevention and cure. Regarded as one of the country\u2019s premiere experts in IRS procedures and general tax financial-problems resolution techniques, he has helped hundreds of thousands of citizens solve personal and business tax problems they thought might never be solved.<\/p>\n<p>As the author of fifteen books, dozens of research reports, and well over a thousand articles, Dan\u2019s work is regularly featured on radio and television, as well as in major newspapers, leading magazines and trade publications nationwide. Dan is a frequent guest on numerous talk radio and TV programs where he is heard by millions of people each year.\u00a0\u00a0 <strong><a href=\"https:\/\/www.taxhelponline.com\/\">Visit Dan&#8217;s Website<\/a><\/strong><\/p>\n<p style=\"text-align: center;\"><a class=\"twitter-follow-button\" href=\"https:\/\/twitter.com\/danieljpilla\" data-size=\"large\" data-show-count=\"false\">Follow @danieljpilla<\/a><script async=\"\" src=\"\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><a class=\"twitter-follow-button\" href=\"https:\/\/twitter.com\/andrewhorowitz\" data-size=\"large\" data-show-count=\"false\">Follow @andrewhorowitz<\/a><br \/>\n<script src=\"\/\/platform.twitter.com\/widgets.js\" async=\"\" charset=\"utf-8\"><\/script><\/p>\n<hr \/>\n<p style=\"text-align: center;\">Interactive Brokers\u2019 Mutual Funds Marketplace provides low-cost access to more than 40,000 mutual funds, including 36,000 no-load funds and 8,300 no transaction fee funds.<\/p>\n<p style=\"text-align: center;\"><strong>Learn More at <a href=\"http:\/\/www.ibkr.com\/funds\">http:\/\/www.ibkr.com\/funds<\/a><\/strong><a href=\"https:\/\/www.interactivebrokers.com\/mkt\/?src=tdi1&amp;url=%2Fen%2Findex.php%3Ff%3D1338\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-54327\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2020\/12\/InteractiveBrokers_logo1-e1607262448146.jpg\" alt=\"Interactive Brokers - Why IB?\" width=\"393\" height=\"87\" \/><\/a><\/p>\n<hr \/>\n<p style=\"text-align: center;\">OurCrowd\u2019s investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-54123\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2020\/09\/OurCrowd-Rectangle.png\" alt=\"\" width=\"366\" height=\"53\" srcset=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2020\/09\/OurCrowd-Rectangle.png 800w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2020\/09\/OurCrowd-Rectangle-300x44.png 300w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2020\/09\/OurCrowd-Rectangle-610x88.png 610w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2020\/09\/OurCrowd-Rectangle-768x111.png 768w\" sizes=\"auto, (max-width: 366px) 100vw, 366px\" \/><\/p>\n<p style=\"text-align: center;\">Today, you can join OurCrowd\u2019s Investment in Nexa3D, a 3D manufacturing innovator that\u2019s shaping the future of a projected one-hundred-and-fifty-billion-dollar market.<\/p>\n<p style=\"text-align: center;\"><strong>Check it out at <a href=\"http:\/\/www.ourcrowd.com\/tdi\" target=\"_blank\" rel=\"noopener noreferrer\">http:\/\/www.ourcrowd.com\/tdi<\/a><\/strong><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Looking for style diversification?<\/strong> More information on the <strong><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/tdi-strategy\/\">TDI Managed Growth Strategy<\/a> <\/strong>&#8211; https:\/\/thedisciplinedinvestor.com\/blog\/tdi-strategy\/<\/p>\n<p style=\"text-align: center;\"><strong><a href=\"https:\/\/envestology.com\/\">eNVESTOLOGY<\/a> Info<\/strong> &#8211; https:\/\/envestology.com\/<\/p>\n<p style=\"text-align: center;\"><strong>Friday Pre-Market Run-Down Webinar <a href=\"https:\/\/www.triggercharts.com\/webinar-pre-market-rundown-fridays\/\">Registration <\/a><\/strong>&#8211; https:\/\/www.triggercharts.com\/webinar-pre-market-rundown-fridays\/<\/p>\n<hr \/>\n<p style=\"text-align: center;\">Stocks mentioned in this episode: (ARKK), (TSLA), (QQQ), (IWM)<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_1381\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode704.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('1381','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode704.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode704.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=54629-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode704.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode704.mp3\">Download<\/a> (Duration: 1:05:37 &#8212; 60.2MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>And just like that \u2013 things change \u2013 or do they? Hearing a loud crunching sound as high beta stocks are put through the grinder. Gut check time as key rates continue to move higher. We are in the midst of tax season and there are plenty of questions to get answered with out guest, [&hellip;]<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_1382\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode704.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('1382','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode704.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode704.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=54629-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode704.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode704.mp3\">Download<\/a> (Duration: 1:05:37 &#8212; 60.2MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"author":1,"featured_media":54632,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[9,296],"tags":[482,297],"class_list":["post-54629","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcasts","category-shownotes","tag-podcasts","tag-show-notes","et-has-post-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/54629","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=54629"}],"version-history":[{"count":4,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/54629\/revisions"}],"predecessor-version":[{"id":54634,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/54629\/revisions\/54634"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media\/54632"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=54629"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=54629"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=54629"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}