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!
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Episodes
35 episodes
Niche Down to Scale Up-How Specialization Drives Visibility and Profitability - 05-15-26
For many accountants, narrowing our focus can feel risky. We are trained to serve anyone who needs help and provide stability in any financial situation. Choosing a niche often raises concerns: Will we turn away good clients? Will we limit oppo...
Tax Loss Harvesting with Cryptocurrency - 05-01-26
In the Fall of 2025, Bitcoin reached an all-time high of over $120,000, since then it has fallen over 40% to under $70,000 in the first quarter of 2026. With the steep drop in the price of Bitcoin and other cryptocurrencies, a common question f...
Pandemic Era Tax Relief: Kwong vs. The United States - 04-15-26
What if millions of dollars in IRS penalties and interest assessed during the COVID-19 pandemic were never legally owed in the first place?What if the deadlines we all relied on such as filing dates, payment dates, statutes of limitation...
Lessons Learned from the Tax Court: An Olive Branch in Tax Court - 04-01-26
“Everything is deductible until the audit” is an adage frequently repeated in the tax preparation industry. Generally, it’s mentioned tongue-in-cheek, but today’s taxpayer (and her tax pro boyfriend) may have taken it a bit too literally. Addit...
Influencer Taxes - 03-15-26
Pre-Covid I had an influx of new clients who felt that their tax professionals were not taking them seriously. They were making money on the internet. This was still fairly new for individuals who weren’t modeling, selling their own products, o...
George M. Cohan's Tax Triumph: The Rise and Erosion of the Cohan Rule - 03-01-26
The Cohan rule is named for George M Cohan. George Michael Cohan (1878 – 1942) was a theatrical producer. Cohan was appealing a net deficiency totaling $238,102.28 from 6 returns from 1918 to 1923. One was for a short period as he switched to a...
Fleeing High Tax States And The Stickiness Of Domicile - 02-15-26
Before Zohran Mamdani was elected, Richard Pollina of the New York Post reported that nearly a million New Yorkers were ready to flee the Big Apple because of fears about his administration. And they would not be fleeing just the city, but the ...
Reflecting On The Conservation Easement Mess - 02-01-26
As we discuss this topic, the most recent Tax Court opinion on a syndicated conservation easement deal is Jackson Stone South LLC. Good chance there will be another before we finish. Estimates indicate that there are over a thousand docketed ca...
The IRS in 2025 - A Snapshot of Reality - 01-15-26
The IRS is not the same agency we dealt with a decade ago, or even three years ago. The pandemic accelerated operational strain, exposing long-standing infrastructure weaknesses while also prompting overdue investment and modernization. Some ar...
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...
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...
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...
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...
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...
Tech Stack Essentials to Streamline Your Practice - 10-15-25
In every tax Facebook group or conference session, there's always that one pro excitedly talking about the latest app they've added to their "tech stack." But here's the dirty little secret: most of us aren't running integrated tech stacks. We'...
Vibe Preparing: Ignoring Partnership Agreement Impacts on K1s - 09-15-25
Nothing derails a busy season schedule like being forwarded emails from client’s investors asking “are you sure the loss is allocated correctly?” It can expose a weakness in technical expertise – especially when it’s a partnership K1. Whether t...
10 Key Things Tax Professionals Should Know About State and Local Business Incentives - 09-01-25
State and local business tax incentives are powerful tools that can significantly reduce a company’s tax burden and influence business decisions. Every U.S. state offers some form of incentive to attract or retain businesses, from tax credits a...
Deducting Gambling Losses - 08-15-25
The tax code is not kind to gamblers. All gambling wins are reportable as income. Losses are only deductible to the extent of wins and even that has limitations. Expenses of gambling, such as travel, meals, and lodging, are not deductible for c...
Everything Old Is New Again—In Many Ways OB3A Is a Return To Obamacare 1.0 - 08-01-25
The good news is that none of the changes to the Affordable Care Act, Medicaid, or other health-insurance-related tax items in the One Big Beautiful Bill Act (OB3A) were retroactive to the beginning of 2025. The bad news is that the first set o...
Big, Beautiful, and Oh So Salty! A look at the new SALT CAP Rules - 07-15-25
This episode takes a sharp, accessible look at one of the most debated—and misunderstood—tax issues of our time: the SALT cap. With tax year 2025 looming, our hosts unpack the origins of the $10,000 deduction limit, explore the proposed increas...
Helping Elderly Clients Avoid Tax Scams - 07-01-25
Taxes are scary enough before crooks get involved. And just like any tool ever invented by humans, it wasn’t long before technology became the plaything of scammers looking to pull off cons. Elderly clients who often have large life...
Networking Events for CPAs- Making the Most of Conferences and Seminars - 06-15-25
Networking is vital to any profession and is no different for us Certified Public Accountants (CPAs). Attending conferences and seminars can be a game-changer, offering opportunities to learn, connect, and grow your professional network. These ...
Beyond Borders Essential Tax Planning Insights for Advising Foreign-Invested Partnerships - 06-01-25
So, your client is planning to welcome a foreign partner on board—or maybe one’s already landed. International partnerships can be a thrilling journey filled with opportunities, but let’s be honest: they also bring a fair amount of turbulence.<...
How to Help Your Clients Maximize College Financial Aid - 05-15-25
College tuition continues to climb, and for many families, financial aid can make or break their ability to afford their child’s higher education dreams. What most don’t realize is that their tax return — filed long before students even begin a...
Just How Hot Should Section 751 Be - 05-01-25
Tax rules are generally designed with a purpose in mind. Most rules serve to define the tax base and tax rates. Many others serve to serve a behavioral purpose to encourage or discourage certain activities. The focus of this podcast stems from ...