Tools and Resources

As we prepared our 4th Annual Summer Education Series, our friends at Sandy Bay challenged us to go bigger and do even more live events than we originally planned. So, we did! We are proud to present Think Outside the Tax Box's first ever “Spring Fling” live webinar event. As a monthly or annual subscriber, this webinar is 100% exclusive, and free to you! Every webinar comes with free continuing education credits for those who qualify! Keep reading for more details...

Summer may have ended but the education never does here at Think Outside the Tax Box! Join us this winter for our brand-new series of live webinar events spotlighting an intriguing mix of topics all focused on improving you, your business, and your ability to better serve your clients! All of these live events are included FREE with your Basic or Professional subscription and include Continue Education Credits for those who qualify! Winter time is a great time to be part of the Think Outside the Tax Box community! Here are the details of what we have in store for you…

Our 2024 SUMMER EDUCATION SERIES was such a big hit that we've decided to bring you two BONUS webinars! Every webinar comes with free continuing education credits for those who qualify! Keep reading for more details...

We are so excited to announce the 2024 Summer Education Series! All summer long we will be bringing our loyal subscribers monthly webinars featuring some of the brightest minds in tax. Each webinar will feature our usual blend of high-quality education and entertainment and include continuing education credits for those who qualify. All of this is included in your regular subscription! Continue reading to see what we have in store...

The House recently approved new tax legislation, some of which applies retroactively to 2023. Reliable reports suggest that the Senate likely won't vote on their version of the bill until later this month or possibly in March due to a two-week recess starting on 02/12/2024 – if they even approve it at all. Should the legislation pass, that would mean that there has been only one filing season (2023) in the last five (2020-2024) where tax law changes and other issues have not affected the filing season. We know that these sorts of changes have huge implications for the timing of service you can offer your clients, as well as the price you may need to charge for your work.

Tax season is always demanding. But what comes after? As a dedicated tax professional, it's crucial to continually enhance your practice and adapt to an ever-changing landscape. Introducing the Beyond the Returns Series – an in-depth suite of four live webinars designed to transform your firm's future. Led by industry veterans, Amber Gray-Fenner, EA, NTPI Fellow, USTCP and Matt Metras, EA, this series promises actionable insights to ensure you're well-prepared for the 2024 filing season and the years to come. Don't miss out on this opportunity to redefine and rejuvenate your tax practice.

Taxes can be a maze of numbers and jargon that leave even the savviest individuals scratching their heads. But what if there was a secret method that tax professionals were using to make it all seem as easy as child's play? Introducing the ELI5 approach!

As always, much has happened in the tax courts this past month; let's jump right in!