Think Outside the Tax Box cover art

All Episodes

Think Outside the Tax Box — 34 episodes

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Title
1

Tax Loss Harvesting with Cryptocurrency - 05-01-26

2

Pandemic Era Tax Relief: Kwong vs. The United States - 04-15-26

3

Lessons Learned from the Tax Court: An Olive Branch in Tax Court - 04-01-26

4

Influencer Taxes - 03-15-26

5

George M. Cohan's Tax Triumph: The Rise and Erosion of the Cohan Rule - 03-01-26

6

Fleeing High Tax States And The Stickiness Of Domicile - 02-15-26

7

Reflecting On The Conservation Easement Mess - 02-01-26

8

The IRS in 2025 - A Snapshot of Reality - 01-15-26

9

When 'TikTok Tax Hacks' Backfire: Helping Clients Misled by Social Media Scams - 12-15-25

10

Lessons Learned from the Tax Court: The Root of the Issue - 12-01-25

11

Is Your Client a Real Estate Dealer or Investor - 11-15-25

12

Another Tax-Smart Way to Save for Retirement - 11-01-25

13

Student Loans After the OBBBA - 10-15-25

14

Tech Stack Essentials to Streamline Your Practice - 10-15-25

15

Vibe Preparing: Ignoring Partnership Agreement Impacts on K1s - 09-15-25

16

10 Key Things Tax Professionals Should Know About State and Local Business Incentives - 09-01-25

17

Deducting Gambling Losses - 08-15-25

18

Everything Old Is New Again—In Many Ways OB3A Is a Return To Obamacare 1.0 - 08-01-25

19

Big, Beautiful, and Oh So Salty! A look at the new SALT CAP Rules - 07-15-25

20

Helping Elderly Clients Avoid Tax Scams - 07-01-25

21

Networking Events for CPAs- Making the Most of Conferences and Seminars - 06-15-25

22

Beyond Borders Essential Tax Planning Insights for Advising Foreign-Invested Partnerships - 06-01-25

23

How to Help Your Clients Maximize College Financial Aid - 05-15-25

24

Just How Hot Should Section 751 Be - 05-01-25

25

The Ultimate Business Upgrade - 04-15-25

26

Breaking Down Tax Benefits for Higher Education - 04-01-25

27

10 Ways Tax Planners Can Prepare for Increased IRS Focus on Documentation During Audits - 03-15-25

28

DeFi-nitely Confusing: Final Regulations for Digital Asset DeFi Brokers - 03-01-25

29

Tax Credits for Historic Buildings - 02-15-25

30

Is Student Loan Forgiveness Taxable? It Depends... 02-01-25

31

2025 Tax Surprises You Shouldn’t Overlook - 01-15-25

32

A Compendium of Year End Tax Strategies - 12-15-24

33

Lowering Student Loan Payments Through Tax Strategies - 12-15-24

34

CTA on Pause - What Tax Pros Need to Know About the Nationwide Injunction and BOI Reporting - 12-15-24