Ankur Nagpal
speaker
437 appearances
1 recordings
1 series
first heard Jul 2026
last heard 7 Jul
Ankur Nagpal’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
However, it could take a while for QSBS to kick in because there's typically at least a three-year holding period.
So some of the brand new companies we're investing in today could qualify for QSBS in three years.
So three plus years onwards, we're hoping part of this is potentially tax-free, which adds a little bit of tax alpha juice to this whole thing.
However, it will only apply to the smaller companies we're investing in today because once a company raises over $75 million, they're no longer eligible.
Explain your tax alpha strategy.
Yeah.
So, I mean, the company I ran before this was literally predicated around tax alpha, where I think the US tax code has 150,000 words added every year.
We think of it as our enemy, like the taxes are so complicated.
But within that complexity, there are so many little hacks and features that are frankly there to help people.
And I think for the average person, index the market, get the returns you can, but the real differentiating factor is if you can save money on taxes, that ultimately lets you put more dollars to work.
And over a 30, 40, 50-year career, that's millions of dollars in tax alpha.
What are some of the best tax hacks that you've found?
So varies by the person, but like just easy stuff.
I think user tax advantage accounts like Trump accounts just came out, but tax advantage accounts are a gift from the government.
Two, I'm a big fan of direct indexing versus investing in an index fund.
It's literally the exact same performance as an index fund, but you get usable tax losses that you can use to offset other gains.
Three, and this is very small, but I really like it because I live in New York City and state and pay very high local taxes, is instead of using your high-yield savings account, you could potentially invest in a treasury money market fund.
You get a slightly higher yield, but in New York, you also will not owe New York State and New York City taxes.
Why is that?
Because all the dollars are from treasuries and treasuries have no local taxes.
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