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Defending and Debunking Credit Unions’ Tax Status

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Manage episode 473294479 series 98310
Content provided by Ed Gonzalez, Best Innovation Group's John Best, and 154 Advisors' Glen Sarvady. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Gonzalez, Best Innovation Group's John Best, and 154 Advisors' Glen Sarvady or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Glen connects with the Defense Credit Union Council’s Jason Stverak to discuss the dual threats- not-for-profit tax treatment and CDFI designation- facing the industry, and the bizarre misrepresentations surrounding each. Also- Klarna’s IPO parade, and an acclaimed entry in the Credit Union Film Festival. Links related to this episode: The Defense Credit Union Council: https://www.dcuc.org/ Jason’s CU Insight article on the tax issue: https://www.cuinsight.com/banks-tax-hypocrisy-will-hurt-main-street-not-credit-unions/ CU Strategic Planning President Stacey Augustine’s article on CDFIs: https://thecudaily.com/cdfis-the-impact-is-obvious/ Don’t Tax My Credit Union website: https://www.donttaxmycreditunion.org/#take-action This month’s GAC interview with Americas Credit Unions’ Economic Team: https://www.big-fintech.com/a-taxing-week-in-washington/ “The Barber of Little Rock”: https://www.youtube.com/watch?v=1amOPUn49aM Fintech Business Weekly’s coverage of Klarna’s IPO filing: https://fintechbusinessweekly.substack.com/p/klarna-files-ipo-paperwork-puts-pr Join us for our next CU Town Hall- Wednesday March 26 at 3pm ET/Noon PT- for a live and lively interactive conversation tackling the major issues facing credit unions today. This session will feature cyber defense evangelist Roger Grimes on quantum computing and his latest book about combating social engineering/phishing. The Town Hall is free to attend, but advance registration is required: https://www.cutownhall.com/ Join us on Bluesky! @bigfintech.bsky.social @154advisors.bsky.social (Glen) @jbfintech.bsky.social (John) And connect on LinkedIn for insights like the Friday Fintech Five: https://www.linkedin.com/company/best-innovation-group/ https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/

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148 episodes

Artwork
iconShare
 
Manage episode 473294479 series 98310
Content provided by Ed Gonzalez, Best Innovation Group's John Best, and 154 Advisors' Glen Sarvady. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Gonzalez, Best Innovation Group's John Best, and 154 Advisors' Glen Sarvady or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Glen connects with the Defense Credit Union Council’s Jason Stverak to discuss the dual threats- not-for-profit tax treatment and CDFI designation- facing the industry, and the bizarre misrepresentations surrounding each. Also- Klarna’s IPO parade, and an acclaimed entry in the Credit Union Film Festival. Links related to this episode: The Defense Credit Union Council: https://www.dcuc.org/ Jason’s CU Insight article on the tax issue: https://www.cuinsight.com/banks-tax-hypocrisy-will-hurt-main-street-not-credit-unions/ CU Strategic Planning President Stacey Augustine’s article on CDFIs: https://thecudaily.com/cdfis-the-impact-is-obvious/ Don’t Tax My Credit Union website: https://www.donttaxmycreditunion.org/#take-action This month’s GAC interview with Americas Credit Unions’ Economic Team: https://www.big-fintech.com/a-taxing-week-in-washington/ “The Barber of Little Rock”: https://www.youtube.com/watch?v=1amOPUn49aM Fintech Business Weekly’s coverage of Klarna’s IPO filing: https://fintechbusinessweekly.substack.com/p/klarna-files-ipo-paperwork-puts-pr Join us for our next CU Town Hall- Wednesday March 26 at 3pm ET/Noon PT- for a live and lively interactive conversation tackling the major issues facing credit unions today. This session will feature cyber defense evangelist Roger Grimes on quantum computing and his latest book about combating social engineering/phishing. The Town Hall is free to attend, but advance registration is required: https://www.cutownhall.com/ Join us on Bluesky! @bigfintech.bsky.social @154advisors.bsky.social (Glen) @jbfintech.bsky.social (John) And connect on LinkedIn for insights like the Friday Fintech Five: https://www.linkedin.com/company/best-innovation-group/ https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/

  continue reading

148 episodes

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