Think Outside the Tax Box
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Structured Installment Sales Making Comeback - 11-01-26
Structured Installment Sales Making Comeback - 11-01-26
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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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Épisodes
Les 20 épisodes les plus récents sur 46
- Structured Installment Sales Making Comeback - 11-01-26 · 20 min · Saison 2 Épisode 20Structured Installment Sales (SIS) have been making a comeback. Historically low interest rates starting in 2011 made them go out of favor. Starting in 2018, insurers started…
- The Succession Plan - 10-15-26 · 25 min · Saison 2 Épisode 19I have a friend who has been retiring “in about two years” for the last five years. He is 67, runs a successful practice with about 400 returns, and specializes in tax planning…
- What To Watch Out For With Family Limited Partnerships - 10-01-26 · 21 min · Saison 2 Épisode 18The story of Anne Milner Fields is one of the reasons family limited partnership (FLP) opinions appeal to me so much. Born in 1925, she grew up in a small town in Texas and then…
- Will AMT Make a Comeback After OBBBA - 09-15-26 · 17 min · Saison 2 Épisode 17Following Betteridge’s Law of Headlines, the answer to the question posed in the headline is, “no.” Actually — because we’re talking about taxes here — we can say the answer is…
- Real World Ethics - Bad Judges Happen - 09-01-26 · 20 min · Saison 2 Épisode 16We all know how messy tax returns can get when couples who used to file jointly divorce and there are children (and tax credits) involved. It’s often difficult to explain the…
- Another Conservation Settlement Offer and a Crazy Idea to Beat the System - 08-15-26 · 23 min · Saison 2 Épisode 15The IRS has issued a statement about a new settlement offer that is going out for conservation and historic preservation easement disputes. It is similar to previous offers, but…
- Lessons Learned from Tax Court: What's At Stake - 08-01-26 · 16 min · Saison 2 Épisode 14Astute subscribers of Think Outside the Tax Box may recognize that writer Matt Metras frequently writes on Cryptocurrency and also on Tax Court cases. So, it feels like Christmas…
- IP Partnership Planning - 07-15-26 · 19 min · Saison 2 Épisode 13Many taxpayers have lived with a frustrating mismatch since the Section 163(j) limitation tightened after 2021 – the business may generate plenty of cash, yet its interest…
- Perspectives on IRS Scrutiny of Captive Insurance Elections - 07-01-26 · 20 min · Saison 2 Épisode 12The Internal Revenue Service has made no secret of its increased scrutiny of captive insurance arrangements, particularly those involving the small insurance company election…
- Rolexes From Casino Points Instead Of Paying Taxes - 06-15-26 · 18 min · Saison 2 Épisode 11The Jeffrey Winick tax story is about one of the simplest methods of not paying taxes. That simple method of not paying is simply not paying. Winick is a very successful real…
- When Debts Go Bad - 06-01-26 · 19 min · Saison 2 Épisode 10It is painful when you finally realize that the money you expected to be repaid is never coming back. The tiny silver lining in that cloud might be the tax benefit of “writing…
- Niche Down to Scale Up-How Specialization Drives Visibility and Profitability - 05-15-26 · 20 min · Saison 2 Épisode 9For 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…
- Tax Loss Harvesting with Cryptocurrency - 05-01-26 · 22 min · Saison 2 Épisode 8In 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…
- Pandemic Era Tax Relief: Kwong vs. The United States - 04-15-26 · 17 min · Saison 2 Épisode 7What 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…
- Lessons Learned from the Tax Court: An Olive Branch in Tax Court - 04-01-26 · 20 min · Saison 2 Épisode 6“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…
- Influencer Taxes - 03-15-26 · 22 min · Saison 2 Épisode 5Pre-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…
- George M. Cohan's Tax Triumph: The Rise and Erosion of the Cohan Rule - 03-01-26 · 16 min · Saison 2 Épisode 4The 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…
- Fleeing High Tax States And The Stickiness Of Domicile - 02-15-26 · 13 min · Saison 2 Épisode 3Before 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…
- Reflecting On The Conservation Easement Mess - 02-01-26 · 16 min · Saison 2 Épisode 2As 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…
- The IRS in 2025 - A Snapshot of Reality - 01-15-26 · 14 min · Saison 2 Épisode 1The 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…
