Latest / The Liquidity Event | Money and Finance with Shane and Ally Jane
Tax Day Confessions, The Upper Middle Class Trap, and the SpaceX IPO — Episode 185
It's Tax Day, and Shane and Kody are in their element. In Episode 185 of The Liquidity Event, they kick off with a behind-the-scenes look at what tax season actually looks like for financial planners, from correcting misclassified stock options to saving clients tens of thousands of dollars that TurboTax Live told them they owed.
They also dig into how Intuit used large language models to compress 900 pages of new tax legislation into weeks of implementation instead of months, and whether a viral Reddit post claiming Claude Code can replace TurboTax entirely is onto something or a cautionary…
The skinny
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