Even though school may be out for summer, the warmer months are a perfect time for all good tax professionals to head into the classroom and get serious about their education!
Thankfully, Think Outside the Tax Box along with our friends at Vistia are here to help!
We’re thrilled to present the 4th Annual Think Outside the Tax Box 2025 Summer Education Series, sponsored by Vistia Capital!
This year’s Summer Education Series features regular contributors like Annette Nellen, CPA, CGMA, ESQ., and President of the Boston Tax Institute Lucien Gauthier, Esq., LL.M., CPA, as well as TOTTB Editor-in-Chief, Dominique Molina, CPA, MST, CTS and Vistia Capital CEO Gary Moses. These webinars are tailor made to help you get educated, feel inspired, and ignite the growth of your business! As an added bonus, we are offering free continuing education credits for all those in attendance that qualify!
All of this is included in the Basic or Professional subscription! Here’s what we have in store for you…
TIPS FOR STAYING RELEVANT AND NAVIGATING A REDUCED IRS
JUNE 26th from 11am PST to 12pm PST
Speaker: Annette Nellen, CPA, CGMA, ESQ.
Sponsored Event: Vistia
When to Register: Look for the first registration email 6/11/25!
We’re in the 4th Industrial Revolution and digital era where the rapid speed of change is the key constant. How do we keep up such as to be sure we are using the latest and best technology and using it properly? How do we avoid missing out on new clients because we don’t understand their business? How can we keep up with an onslaught of news and social media sources of information (and identify and deal with misinformation), understand generations that follow us, keep up with changes in technology and business practices, as well as tax law and tax practice changes (particularly in light of significant reductions in IRS resources in 2025)? This webinar covers why we need to focus on staying relevant and offers tips for staying relevant and current including developing plans for continued skill and knowledge advancement and leaving our comfort zone.
Additional: We are offering a FREE CONTINUING EDUCATION CREDIT to all qualifying participants courtesy of our friends at the American Institute of Certified Tax Planners!
COOKING UP TAX STRATEGIES: What Breaking Bad Teaches Us About Taxes
JULY 15th from 1pm PST to 2pm PST
Speaker: Dominique Molina, CPA, MST, CTS
Sponsored Event: Vistia
When to Register: Look for the first registration email 7/11/25!
“You know the business. I know the tax law.”
Fictional character Walter White built a multimillion-dollar empire, but his biggest mistake wasn’t cooking meth—it was failing to cook the books legally.
In this electrifying course, we’ll dive into the real-world tax strategies hidden within Breaking Bad, revealing the fine line between tax avoidance and tax evasion. Using iconic clips from the show, you’ll discover how to legally reduce taxes, protect assets, and structure businesses the right way—without ending up on the IRS’s most wanted list.
What You’ll Learn:
- How to legally minimize taxes using entity structuring (without needing a car wash front)
- The secrets of asset protection and estate planning (that Skyler shouldhave used)
- What triggers an IRS audit—and how to stay off their radar
- How money laundering works (and why you should never take tax advice from Saul Goodman!)
- Business exit strategies that won’t leave you with barrels of cash you can’t spend
Whether you’re a tax professional, business owner, or just a Breaking Bad superfan, this course will challenge the way you think about taxes—while making sure you stay on the right side of the law.
Additional: We are offering a FREE CONTINUING EDUCATION CREDIT to all qualifying participants courtesy of our friends at the American Institute of Certified Tax Planners!
TAX TREATMENT OF REAL ESTATE PROFESSIONALS FOR PURPOSES OF SECTIONS 469, 1411 &199A
AUGUST 19th from 11am PST to 1pm PST (2-hour course)
Speaker: Lucien P. Gauthier, Esq., LL.M., CPA, Founder of the Boston Tax Institute
Sponsored Event: Vistia
When to Register: Look for the first registration email 8/8/25!
Topics include an analysis of Section 469(c)(7), Reg. 1.469-9, and cases involving the two requirements which must be met in order to qualify as a real estate professional; a discussion of the election under Reg. 1.469-9(g) to aggregate rental real estate activities and Rev. Proc. 2011-34 that allows this election to be made on an amended return for a prior taxable year and its effect on PAL carryovers and subsequent dispositions of property; the consequences of REP status for purposes of Section 1411 and Reg. 1.1411-4(g)(7); the interrelationship with Section 199A; and so much more.
Additional: We are offering a FREE CONTINUING EDUCATION CREDIT to all qualifying participants courtesy of our friends at the American Institute of Certified Tax Planners!
USING REAL ESTATE INVESTMENTS TO PROVIDE TAX-ADVANTAGED SOLUTIONS
August 28th from 11am PST to 12pm PST
Speaker: Gary Moses, President and CEO of Vistia Capital
Sponsored Event: Vistia
When to Register: Look for the first registration email 8/22/25!
Tax planning season is here – let’s bring real value to your clients! Now is the perfect time to equip yourself with powerful strategies that can make a real impact.
We’ll provide you with practical tools and insights to help you guide your clients through effective tax planning. Learn how real estate can serve as a strategic asset—not just for building wealth, but for reducing tax burdens and creating long-term financial flexibility.
In this session, we’ll cover:
- How to use fee simple land donations and other real estate strategies for tax deductions
- Charitable contributions of real property for estate planning and tax reduction
- Structuring real estate investments for maximum tax efficiency
- Recent Headlines and Industry updates
Walk away with actionable tools you can use immediately in your client conversations.
Additional: We are offering a FREE CONTINUING EDUCATION CREDIT to all qualifying participants courtesy of our friends at the American Institute of Certified Tax Planners!
IN A NUTSHELL…
WHEN IS IT ALL HAPPENING: Live Webinar Events on June 26th, July 15th, August 19th, and August 28th!
HOW TO REGISTER: Make sure you are a subscriber and look for the email to our First event on Wednesday, June 11th
WHY: To help Educate, Inspire, and Ignite you and your tax business!
WHO: A mix of our regular columnists, guest speakers, and valued sponsors.
WHAT: A summer-long series of live webinar events!
WHERE: Zoom!
WHAT COULD POSSIBLY MAKE THIS BETTER?!: We are offering free CE Credit for qualifying attendees!
