Think Outside the Tax Box

Are You a “Real Estate Dealer” or “Real Estate Investor” for Tax Purposes? - Think Outside the Tax Box 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 return is about understanding the definitions of the IRS. Two that seem very similar but have...

Part of getting the most from your return is about understanding the definitions of the IRS. Two that seem very similar but have distinctly different consequences on your taxes, are real estate dealer and real estate investor.

Check out Kim Larsen's article now:
https://bit.ly/3MfGNv2
#taxes #tax

Most tax pros will miss the biggest opportunities in the new Big Beautiful Tax Bill. You won’t — if you know where to look. Discover how to turn OBBBA into your next tax planning advantage with insights from Think Outside the Tax Box.

https://bit.ly/4rCqtEV

Join us TOMORROW December 4th at 11am PST for Building Blocks for Long Term Tax Efficiency with Todd Lofgren from our sponsors Alternative Tax Management!
https://thinkoutsidethetaxbox.com/articles/2025-winter-education-series-event-calendar/
#taxes #skytax #taxpros

Happy Thanksgiving to our Think Outside the Tax Box community! We hope you enjoy time with loved ones and plenty of yummy food. We're truly grateful for each of you, thank you for your support and for being such an important part of our journey😊🦃

The Big Beautiful Tax Bill isn’t just legislation. It’s a roadmap to untapped savings and smarter strategy.

Download your FREE Copy of "How to Turn the OBBBA Into Real Client Savings" Today!
https://bit.ly/4oYOOTw
#taxes #OBBBA

An Analysis of the OBBBA's Trump Accounts (Part 1) - Think Outside the Tax Box The One Big Beautiful Bill Act, signed into law by President Trump on July 4, 2025, added a new tax saving tool for minors, the aptly named Trump Accounts. In this article, I go over the details of th...

The One Big Beautiful Bill Act, signed into law by President Trump on July 4, 2025, added a new tax saving tool for minors, the aptly named Trump Accounts.

In this article, Tyler Menzer CPA, PhD goes over the details of the new Trump Accounts: thinkoutsidethetaxbox.com/articles/an-...
#taxes #tax

2025 Winter Education Series Event Calendar 2025 Winter Education Series Event Calendar Think Outside the Tax Box proudly presents the 2025 Winter Education Series! This October through December, we are bringing our loyal subscribers five webinars featuring some of the brightest minds in...

Winter’s no time to hibernate! Our 2025 Winter Webinar Series is here, featuring five sessions led by top tax experts. Each one is packed with strategies, updates, and insights to help you grow your expertise and better serve your clients.
#taxes #skytax #taxtips
Learn more: bit.ly/46UWcHS

#taxes #taxplanning #taxcredits

10 Key Things Tax Professionals Should Know About State and Local Business Incentives - Think Outside the Tax Box 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 attr...

State and local business tax incentives can lower a company’s tax burden and even shape big decisions like expansion or relocation. From credits to cash grants, every state offers them. Tax pros: know the rules to maximize savings! Check out Garret Wasny’s article for 10 key insights.
bit.ly/4gfU55y

Turning Extra Hours into Extra Cash: What You Need to Know about Overtime and the OBBBA - Think Outside the Tax Box Do you love giving your clients great news? I do. Especially when it is about a tax benefit they can receive as the result of the hard work that they have put in throughout the tax year. That is what ...

Overtime can mean extra tax benefits for your clients—but do you know who qualifies and how to calculate it? Get the full breakdown in Timalyn Bowens’ article: Turning Extra Hours Into Extra Cash! Check it out today: thinkoutsidethetaxbox.com/articles/tur...
#taxes #obbba #BBB

August 19th at 11am PST, Lucien P. Gauthier, Founder of the Boston Tax Institute, will break down the critical tax rules for real estate professionals, covering Sections 469, 1411, and 199A. Get the clarity you need to advise your clients!
bit.ly/4kwexjt
#skytax #taxes

It makes us so happy to know you are able to use our resources effectively and to your advantage!

Here are a few more highlights from the AICTP Tax Planning Summit and Reunion. From insightful sessions to spontaneous laughs to spectacular dance moves and everything in between, our Reunion was full of connection, inspiration, and a whole lot of fun 😁✨
#taxes #taxplanning

The End of the Green Road? The One Big Beautiful Bill and Energy Credits - Think Outside the Tax Box Just when many believed green tax incentives were firmly established, the One Big Beautiful Bill (OB3), formally designated as Public Law 119-21 and enacted on July 4, 2025, delivers a sudden and swee...

Green tax incentives just changed overnight. With the new One Big Beautiful Bill (OB3), key energy tax credits--from EVs to rooftop solar--are being rolled back immediately.

Joshua Youngblood's latest article breaks down the impact and how your clients can still save.
bit.ly/4mesmoh
#taxes #OB3

Campaign Promises and the OBBBA: Always Read the Fine Print - Think Outside the Tax Box The One Big Beautiful Bill Act makes good on several promises President Trump made on the campaign trail. Of course, tax legislation, unlike campaign sloganeering, rarely lends itself to sound bites. ...

The One Big Beautiful Bill Act delivers on several of President Trump's campaign promises but as with most tax legislation, it's far from a simple sound bite.

Subscribe now and read the wonderful Amber Gray-Fenner's article to make sure you stay ahead of the curve: bit.ly/3GQGwMI
#taxes #OBBB

“You know the business. I know the tax law.”
Walter White built an empire—but failed to cook the books legally.
On July 15 @ 1pm PST, Dominique Molina breaks down real tax strategies inspired by Breaking Bad.
Avoid evasion. Reduce taxes the right way.
thinkoutsidethetaxbox.com/articles/202...
#taxes

Networking Events for CPAs: Making the Most of Conferences and Seminars - Think Outside the Tax Box 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...

Networking is vital to any profession and is no different for Certified Public Accountants (CPAs). Attending conferences and seminars can be a game-changer, offering opportunities to learn, connect, and grow your professional network.

Make sure to read Marie Torossian's article!
bit.ly/40sXZRW

GOOD NEWS: SALT cap jumps to $40K starting 2025 THE CATCH: Brutal phaseout above $500K income creates 45%+ effective rates

Your clients need proactive planning, not reactive compliance.

Complete planning playbook with revenue strategies coming 7/15!
#taxes #OBBB

Networking Events for CPAs: Making the Most of Conferences and Seminars - Think Outside the Tax Box 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...

Networking is vital to any profession and is no different for Certified Public Accountants (CPAs). Attending conferences and seminars can be a game-changer, offering opportunities to learn, connect, and grow your professional network.

Make sure to read Marie Torossian's article!
bit.ly/40sXZRW

Charleston gave us the sneak peak last week of its great food and beautiful community. Join us July 24-25 for two days of networking, sharpening your skills, high-level strategies, and recharging your passion!

There's still time to join us, register today:
taxplanneracademy.com/reunion/
#taxes

Maximize Your Tax Deductions on Business Repairs - Think Outside the Tax Box When you own business properties, they will occasionally require repairs; that’s just a fact of business ownership. So, whether you need to make repairs on your place of business or your rental buildi...

Owning business property means repairs are inevitable. But how you classify those costs can make a big difference. Learn how to maximize deductions and avoid costly tax mistakes in Kim Larsen’s latest article on business repair strategies.
#taxes #deductions #repairs
bit.ly/444nYQG

Freelancer Deductions: What You Might Be Missing and What You Need to Remember - Think Outside the Tax Box Even savvy freelancers often miss deductions that could significantly reduce tax liability. The IRS offers legitimate ways for freelancers to deduct business-related costs, but it’s not always obvious...

Even savvy freelancers miss legit tax deductions. Confused about what qualifies? You're not alone—bad advice online doesn't help

@joshyoungblood.bsky.social breaks it down in his latest article: common missed write-offs, real examples & tips for pros. Don’t miss it!
#taxes #deduction
bit.ly/3FnRsAO

2025 Summer Education Series Event Calendar 2025 Summer Education Series Event Calendar TOTTB proudly introduces our 2025 SUMMER EDUCATION SERIES! That’s right! Every month through August we will be bringing you a FREE, live webinar event to help educate and inspire you on all things tax...

Summer's heating up and so is our tax game! Think Outside the Tax Box's 4th Annual Summer Series kicks off on June 26th, and it's hotter than ever.

We're bringing you a fresh, dynamic lineup of webinars designed to keep tax pros informed, inspired, and ahead of the curve.
#skytax
bit.ly/4kwexjt

2025 Spring Fling Webinar Event 2024 Summer Education Series Event Calendar TOTTB proudly introduces our 2025 SPRING FLING Live Webinar Event, sponsored by Sandy Bay! As a monthly or annual subscriber, this webinar is 100% exclusive, and free to you! Every webinar comes with ...

Spring Fling is here--and so is the tax talk everyone needs! We're thrilled to welcome the amazing
@emdeeem.bsky.social for our first ever Spring Fling webinar.

Don't miss out, click our article for more information!
thinkoutsidethetaxbox.com/articles/202...
#taxsky #skytax #taxes

How to Overcome the Fear of Delivering Bad News to Clients - Think Outside the Tax Box We’ve all been there. Breaking bad news is one of the hardest parts of being a tax professional. But avoiding these conversations only makes things worse. The good news? There are ways to make this pr...

Delivering bad news to clients is never easy—but it doesn’t have to be paralyzing. @joshyoungblood.bsky.social shares practical tips to navigate these tough conversations with confidence: bit.ly/4cXP6Vz
#skytax #taxsky #taxes

Best Practices for Surviving (and Helping Your Client Survive) an IRS Audit - Think Outside the Tax Box Few things strike fear in our clients’ hearts more than an IRS notice, especially one that says a client's tax return is being examined or audited. While this must be dealt with on a timely basis, it ...

Few things scare clients more than an IRS audit notice. But don’t panic—timely action and smart strategy can make all the difference. @joshyoungblood.bsky.social shares key best practices for handling audits and what to do when things go sideways. Check out his article!
#taxes #skytax
bit.ly/4jqwW1c

YouTube Content Strategy for CPAs: Educating and Engaging Audiences through Video Content - Think Outside the Tax Box Video content continues to be a strategic and powerful tool for engaging audiences and establishing a brand's authority. According to VideoScribe research, 65% of people prefer visual learning. For Ce...

Don't miss Marie Torossian's article on how YouTube, as a marketing tool, benefits accountants and how compelling video content can increase your reach and visibility.
#skytax #taxsky #taxes
bit.ly/42WwT7n

Today, we raise a (very large) coffee to you. It's time to recharge, reset, rest...and when you're ready, we've got more fresh strategy waiting for you on the other side. Congratulations on all your hard work and accomplishments this tax season😊🎉
#taxseason #skytax #taxsky

Pig Butchering Can Slaughter Your Clients’ Finances - Think Outside the Tax Box People use the online space to look for love, make business and financial decisions. And all of these decisions can have serious tax implications. That is why as trusted financial and tax advisors, it...

Tech makes life easier—until it doesn't. It boosts efficiency but can leave us vulnerable, especially when it comes to scams. Ever heard of "pig butchering"?

It's a brutal new online investment scam that’s wrecking people’s finances. Don’t let your clients be next.
#taxes #skytax bit.ly/3FH4hWD

A special message is on its way to you... ✉️✨🌊

Keep an eye on your mailbox because something exciting is headed your way! What golden opportunities will you uncover at AICTP this year? Make sure to join us for incredible insights and business-boosting strategies. ⚓💼 #taxes #skytax #taxtwitter