Winter may be on its way, but that doesn’t mean it’s time to hibernate when it comes to keeping your mind sharp and practice ready! Luckily, we’ve got just what you need to keep your brain active during the dreary winter months ahead.
We’re thrilled to present the Think Outside the Tax Box 2025 Winter Education Series!
That’s right, we’ve teamed up with our amazing sponsors, including Sandy Bay, Vistia, Revitalization Unlimited, Alternative Tax Management, and Foxstone, to bring you a fantastic slate of webinars filled with engaging education and actionable insights. 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…
TRANSFORMING LAND INTO LEGACY: The Impact of Charitable Land Donations
October 21st, 2025, from 11am PST to 12pm PST
Speaker: David Johnson and Nick Dolya, Sandy Bay Partners
Sponsored Event: Sandy Bay
When to Register: Look for the first registration email 10/9/25!
Join us for an informative webinar on the latest legal updates regarding charitable land donations and discover new offerings for this year that can benefit your clients.
In today’s evolving philanthropic landscape, understanding charitable land donations is more crucial than ever. As communities increasingly seek sustainable solutions, land donations offer a unique opportunity to create a lasting impact while also addressing environmental and social challenges. By attending the TOTTB webinar, you’ll gain valuable insights into the latest legal updates and new offerings that can enhance your charitable efforts and ensure compliance in a complex regulatory environment.
At Sandy Bay Partners, we specialize in helping investors navigate the intricate world of charitable land donations. Our team is dedicated to maximizing your philanthropic impact while aligning with your clients financial goals. This webinar will provide you with essential knowledge and strategies that can empower you to make informed decisions about land donations, ensuring that your contributions not only benefit the community but also fulfill your investment objectives. Don’t miss this chance to elevate your charitable giving and make a meaningful difference!
Additional: We are offering a FREE CONTINUING EDUCATION CREDIT to all qualifying participants courtesy of our friends at Sandy Bay Partners and The American Institute of Certified Tax Planners!
Vintage Preservation Fund: A unique opportunity to Preserve Cultural History and the possible Tax benefits
NOVEMBER 6th, 2025 from 11am PST to 12pm PST
Speaker: Chase Ravsten, Vistia Capital
Sponsored Event: Vistia
When to Register: Look for the first registration email 10/28/25!
This opportunity extends well beyond traditional investment exposure, offering a rare intersection of cultural stewardship and meaningful financial potential. It gives investors access to a rare asset class anchored in historical and cultural significance, and the opportunity to participate in preserving these assets for future generations. The archive includes over 5.6 million original images — among them are rare photographs of culturally significant individuals including Michael Jordan, Johnny Cash, Harrison Ford, Humphrey Bogart, Ingrid Bergman, and Greta Garbo — fully cataloged, digitized and preserved for long-term value realization. These are valuable assets investors can choose to monetize through licensing and royalty agreements, hold for long-term appreciation, or by contributing them to a charitable organization.
Additional: We are offering a FREE CONTINUING EDUCATION CREDIT to all qualifying participants courtesy of our friends at Vistia and the American Institute of Certified Tax Planners!
THE TAX TANGO: Turning Tax Dollars into Investments
NOVEMBER 18th, 2025 from 11am PST to 12pm PST
Speaker: Steve Austin, Partner & CEO of Revitalization Unlimited
Sponsored Event: Revitalization Unlimited
When to Register: Look for the first registration email 11/13/25!
Discover how your clients can turn tax dollars into opportunities for acquiring historic real estate and strategically building wealth. This session offers a deep dive into IRS Code Section 170(h) in the wake of the 2022 Omnibus Bill, highlighting key exclusions and how they can be leveraged not only to reduce AGI but also to create a powerful, tax-advantaged investment strategy.
Learning Objectives:
- Learn more about congressional intent and the 2022 Omnibus Bill
- Understand the exceptions in the law that create planning opportunities
- Leverage tax-advantaged real estate for your clients
Additional: We are offering a FREE CONTINUING EDUCATION CREDIT to all qualifying participants courtesy of our friends at Revitalization Unlimited and the American Institute of Certified Tax Planners!
Building Blocks for Long Term Tax Efficiency
DECEMBER 4th, 2025 from 11am PST to 12pm PST
Speaker: Jason Pueschel, Managing Director, Alternative Tax Management
Sponsored Event: Alternative Tax Management
When to Register: Look for the first registration email 11/24/25!
The best tax planning is that which is done ongoing and in advance. Often there is no singular solution, but rather complimentary components that when combined can reduce immediate tax exposure, mitigate risk, generate tax efficient income and position for maximum legacy assets.
Learning Objectives:
- Review best practices in tax planning conversations with clients
- Understand how to construct portfolios of complimentary tax mitigation strategies
- Learn how to act strategically to maximize long-term tax efficiency and legacy planning
- Discuss how to partner with Alternative Tax Management for free digital marketing exposure as a CPA/EA Tax Strategist
Additional: We are offering a FREE CONTINUING EDUCATION CREDIT to all qualifying participants courtesy of our friends at Alternative Tax Management and the American Institute of Certified Tax Planners!
The Modern Cash Balance Pension Plan: the six-figure deduction!
DECEMBER 16th, 2025 from 11am PST to 12pm PST
Speaker: Jennifer Baker, CPA, CFP®, RICP and Christian Ravsten
Sponsored Event: Foxstone
When to Register: Look for the first registration email 12/11/25!
Cash Balance Pension Plans (CBPPs) are one of the most underutilized tools for high-income business owners and professionals looking to accelerate retirement savings while significantly reducing current tax liability. Yet, many CPAs are unfamiliar with the basics of these plans, or unsure which clients would be a good fit. In this session, we’ll break down the structure, benefits, and ideal client for CBPPs, equipping you to recognize opportunities and guide your clients toward this powerful strategy.
Learning Objectives:
- Understand the fundamental structure and tax advantages of CBPPs.
- Identify client profiles and business situations that are prime candidates for a CBPP.
- Recognize how CBPPs integrate with existing 401(k) plans for maximum benefit.
- Show how using life insurance can create powerful tax savings on the back end of the plan.
- Learn the key questions to ask when evaluating whether a CBPP is the right fit.
Additional: We are offering a FREE CONTINUING EDUCATION CREDIT to all qualifying participants courtesy of our friends at Foxstone and the American Institute of Certified Tax Planners!
IN A NUTSHELL…
WHEN IS IT ALL HAPPENING: Live Webinar Events on October 21st, November 6th, November 18th, December 4th, and December 16th!
HOW TO REGISTER: Make sure you are a subscriber and look for the email to our First event on Thursday, October 9th!
WHY: To help Educate, Inspire, and Ignite you and your tax business!
WHO: Some of the finest minds in tax and our amazing sponsors!
WHAT: A winter-long series of live webinar events!
WHERE: Zoom!
WHAT COULD POSSIBLY MAKE THIS BETTER?!: We are offering free CE Credit for qualifying attendees!
