Think Outside the Tax Box
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Our podcast shares samples from our exclusive articles, written by some of the top working tax professionals in the industry, voiced in a conversational-style for our valued monthly & annual subscribers who are on the go!
This podcast is AI generated and may introduce errors that the original source material does not have. Further, the audio versions may be lacking citations that the original written materials provide. At all times, refer to the original written source material at our website above.
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Podcasting since 2025 • 26 episodes
Think Outside the Tax Box
Latest Episodes
When 'TikTok Tax Hacks' Backfire: Helping Clients Misled by Social Media Scams - 12-15-25
Jessica, a self-employed consultant, was thrilled when she found a viral TikTok video promising a “little-known” tax trick. The video claimed she could get a huge refund by claiming a special Fuel Tax Credit and even writing off her family’s be...
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Season 1
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Episode 26
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13:30
Lessons Learned from the Tax Court: The Root of the Issue - 12-01-25
When is a business really a business? As Supreme Court Justice Potter Stewart said in 1964, “I know it when I see it.” The US Tax Court, however, maintains a slightly less subjective standard. The Roots were pretty sure they were running a bona...
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Season 1
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Episode 25
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12:41
Is Your Client a Real Estate Dealer or Investor - 11-15-25
Tax law is forever classifying people and making structures that either create benefits or disadvantages on your tax return. Part of getting the most from your clients return is about understanding the definitions of the IRS. Two that seem very...
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Season 1
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Episode 24
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12:33
Another Tax-Smart Way to Save for Retirement - 11-01-25
Most clients are familiar with the well-known accounts to save for retirement, such as the 401(k) and IRA. Some clients might be able to supplement those with a lesser-known vehicle as well.A life insurance retirement plan (LIRP) is a ty...
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Season 1
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Episode 23
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14:03
Student Loans After the OBBBA - 10-15-25
Big changes are coming to the student loan world (yet again), and they’re not the kind you can just skim past. The One Big Beautiful Bill Act (OBBBA) has reshaped how much students will be able to borrow, how they’ll repay it, and which program...
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Season 1
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Episode 22
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14:44