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Around the Tax World- September 23, 2025
In The HeadlinesTikTok and trade talks: What’s the latest in the U.S. relationship with China?
What's New In The Tax World?Could a wealth tax be the next step for New York City—or the U.S.?
State-By-State-UpdatesIndiana considers a pause on utility bill taxes.
Tax Planning TipsHow have the new Trump tax policies affected companies?
READ MOREAround the Tax World- September 9, 2025
In The HeadlinesMeta’s flirtatious Taylor Swift and Scarlett Johansson chatbots were created without permission.
What's New In The Tax World?Could a second federal tax and spending bill be in the works?
State-By-State-UpdatesAlabama shoppers can enjoy two new tax breaks starting this September.
Tax Planning TipsWhich jobs are covered by the new “no tax on tips” rule?
Around the Tax World- August 26, 2025
In The HeadlinesCould the U.S. government become a shareholder in Intel?
What's New In The Tax World?The clock is ticking on expiring clean energy credits—and it’s causing a major spike in sales
State-By-State-UpdatesWill Florida finally pull the trigger on property tax cuts?
Tax Planning TipsThe “One Big Beautiful Bill” includes a largely-overlooked remittance tax that will affect those who support family members overseas
Around the Tax World- August 7, 2025
In The HeadlinesTech stocks may be making a comeback as design tool Figma sees a 250% gain on its IPO day.
What's New In The Tax World?The end of Direct File, leadership investigations, and staffing shake-ups: What is the future of the IRS?
State-By-State-UpdatesFlorida’s hurricane season is also a tax-free season this year.
Tax Planning TipsSummer means tax-free holiday season! Which states can save consumers the most money?
Around the Tax World- July 24, 2025
In The HeadlinesCould your caffeine consumption take a hit with the increased tariffs on Brazil?
What's New In The Tax World?Will the newly-passed tax and spending plan help or hinder Republicans in 2026?
State-By-State-UpdatesGeorgia makes moves toward eliminating the state income tax.
Tax Planning TipsHow could the new tax exemption for tips and overtime pay affect employers?
Around the Tax World- July 10, 2025
In The HeadlinesU.S.-Canada trade talks continue as Canada opts to drop its digital services tax.
What's New In The Tax World?Trump’s megabill continues to prove controversial—including forceful pushback from Elon Musk
State-By-State-UpdatesIllinois sees a slew of mid-year changes to its taxes and other laws.
Tax Planning TipsHow might the new tax and spending bill change your income tax bracket?
Around the Tax World- June 24, 2025
In The HeadlinesHow could ongoing tariffs impact the Federal Reserve interest rate?
What's New In The Tax World?The Senate is proposing changes to the House’s tax and spending bill: What stayed and what’s going?
State-By-State-UpdatesAlaska hits a roadblock in solving problems with state oil tax collections.
Tax Planning TipsSolar stocks plunged in response to the Senate’s revised tax bill.
Around the Tax World- June 10, 2025
In The HeadlinesSteph Curry’s collection of brands hit $173.5 million in revenue last year.
What's New In The Tax World?Will Congress deliver on tax reform by President Trump’s July 4th “deadline”?
State-By-State-UpdatesIllinois’ grocery tax is set to expire in 2026—but the mayor of Chicago is pushing back.
Tax Planning TipsThe Child Tax Credit would face a new restriction under the federal tax bill: What could this mean for families?
Around the Tax World- May 27, 2025
In The HeadlinesElon Musk is stepping back from DOGE and from hefty political spending.
What's New In The Tax World?Trump’s tax bill centers on extending the 2017 tax cuts—but the cost may be too high for some Republicans
State-By-State-UpdatesMaryland’s latest bill brings significant tax increases.
Tax Planning TipsWhat can the entire U.S. Senate agree on? Apparently, no tax on tips.
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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 tax. Each high quality webinar is filled with engaging content, actionable insights for your clients, and they all come with continuing education credits for those who qualify. All of this is included in your regular subscription! Check out what we’ve got in store for you!

Is It Time to Hire in Your Firm?
After my second busy season as a solo practitioner, I made a terrible mistake within my firm. I hired my first employee. As a matter of fact, I hired someone who also had tax and accounting experience. You may be thinking, “What? Hiring is the solution if you were feeling overwhelmed.” That is true, if you are assuming that I had the proper systems in place. The mistake I made was hiring an employee before I was ready. The money was there and ready. The work was there and ready. It only took a few weeks to realize that I didn’t have a capacity issue. I had a systems and processes issue. I am not suggesting that you should work yourself to full capacity, absolutely not. I am suggesting that before you attempt to pass along a task to someone else or put in place automation that you have a written-out process.

You Don’t Need a Bigger Stack — You Need a Better Portfolio
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’re juggling a mix of disconnected tools that may or may not play nicely together. Let’s stop pretending we’re all building perfectly integrated ecosystems. What we really need is a tech portfolio—a curated collection of tools that serve our actual needs, reflect how we really work, and support the kind of client experience we want to deliver. A portfolio recognizes reality: tools don’t have to talk to each other perfectly. They just need to work for you. So let’s explore how to build a smart, efficient, and secure tech portfolio that helps you thrive whether you’re a solo professional or managing a growing team.