Free sampler · 5 tax planning strategies
Better strategies.
Better results.
The Tax Moves Your Clients Aren’t Making (Yet) brings you five practical tax planning strategies for your next client meeting — on us.
Practical tax planning. No purchase required.
find answers before clients
even ask.
THINK OUTSIDE THE TAX BOX
Five actionable articles
Expert-written & Peer-Reviewed insights
Designed for client meetings
Free — Tax Planning Tips Designed to Put to Work
For the working tax planner. Built for the next conversation.
We built Think Outside the Tax Box for the working tax planner. See what it can do for you. Enjoy five free tax planning articles that you can put to work in your next client meeting. From strategies for accumulating wealth to newly available tax savings, each one helps you uncover opportunities, deliver more value, and answer your clients’ biggest questions before they even ask.
Inside your free sampler
Five smart moves.
Real-world value.
Fresh angles and timely topics to explore with clients — start with the opportunity most relevant to your practice.
Business Strategy
Make C corps your own corporate vault.
Explore a different perspective on accumulating capital for the future.
Marital Tax Planning
Make a more perfect union.
Align your clients’ filing status choices with their broader financial goals.
Unleash New Benefits
Unlock dependent care savings.
Understand the 2026 changes that could open new planning conversations.
Advanced Planning
Use captive insurance strategies to keep businesses healthy.
Get perspective on captive insurance planning and increased IRS scrutiny.
Lay the Tax Foundation
Unleash huge savings for construction firms.
See how Section 460(e) may create opportunities in construction tax planning.
The value behind the sampler
This is just the beginning.
These five articles, written and peer reviewed by the tax pros who do the work, offer a small taste of what Think Outside the Tax Box can do: fresh strategies, actionable insights, and tax planning ideas that make a world of difference for your clients.
More insights. More opportunities. More value for clients.
The next step
Discover what’s possible when you think outside the tax box.
Finding value in education and strategies? Becoming a Think Outside the Tax Box subscriber is now more affordable than ever. Both Basic and Pro annual plans are available at significant savings — up to $395 off. For added flexibility, new monthly subscription options offer additional savings, too.
Free Sampler
The Tax Moves Your
Clients Aren’t Making (Yet).
Five tax planning strategies ready for your next meeting.
A small sampler to help you find the answers your clients are looking for before they even ask, courtesy Think Outside the Tax Box.
Free – Tax Planning Tips Designed To Put to Work
The Tax Moves Your Clients Aren’t Making (Yet) is a free sampler of five practical tax planning strategies ready for your next client meeting. See a small part of what TOTTB can do for you – on us.
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