The kids may get to take off school for the summer, but for tax professionals serious about staying sharp (and staying up to date on their CE credits!), there’s no better time to hit the books… or webinar, as it were!
That’s why Think Outside the Tax Box along with our friends at Sandy Bay are here to help!
We’re excited to bring you the 5th Annual Think Outside the Tax Box 2026 Summer Education Series, sponsored by Sandy Bay!
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 Sandy Bay Partners’ Nick Dolya. 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…
1040 DIAGNOSTIC TRAINING: How to Read a Tax Return Like a Tax Planner
JUNE 11th from 11am PST to 1pm PST (2-hour course)
Speaker: Dominique Molina, CPA, MST, CTS
Sponsored Event: Sandy Bay
When to Register: Look for the first registration email 5/28/26!
Most tax professionals look at a Form 1040 and see completed forms. Strategic tax planners see something very different. They see symptoms. Patterns. Inefficiencies. Missed opportunities.
In this hands-on training, you’ll learn how to “read the labs” of a tax return using a diagnostic approach designed to uncover hidden tax savings opportunities line-by-line through the Form 1040.
Instead of memorizing isolated tax strategies, you’ll learn how experienced planners interpret the return itself to identify where additional deductions, income shifting opportunities, entity planning, credits, timing strategies, and structural tax savings may exist.
This course is ideal for tax professionals who want to move beyond compliance and begin thinking like true advisors. Because the best tax planners don’t just prepare returns. They diagnose them.
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!
FEDERAL TAX CASES TO KNOW TO SHOW YOUR TAX CHOPS
JULY 9th from 11am PST to 1pm PST (2-hour course)
Speaker: Annette Nellen, CPA, CGMA, ESQ.
Sponsored Event: Sandy Bay
When to Register: Look for the first registration email 6/25/26!
Description: Over many decades of tax cases, a body of judicial doctrines have been created and frequently used. Generally, these are not part of the Internal Revenue Code, but must still be considered because a tax provision might not apply if a judicial doctrine, such as substance over form or the step transaction doctrine, interprets the facts in a different light. Judicial tax doctrines cover many areas including the definition of a trade or business, reasonable cause for penalty relief, assignment of income, timing of income, identification of the taxpayer, inconsistent positions, and more. These doctrinal cases are often noted in preamble to regulations, IRS rulings, and court cases as if everyone knows what they mean. This webinar identifies and explains key judicial doctrines and rules with examples, to further support and expand our “tax chops” for compliance and planning purposes.
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!
GROUPING FOR PURPOSES OF SECTIONS 469, 1411 &199A: A Solution in Search of a Problem
AUGUST 13th from 11am PST to 2pm PST (3-hour course)
Speaker: Lucien P. Gauthier, Esq., LL.M., CPA, Founder of the Boston Tax Institute
Sponsored Event: Sandy Bay
When to Register: Look for the first registration email 7/23/26!
The proper grouping of activities can be extremely important for purposes of sections 469, 1411 (the 3.8 tax on NII), and 199A. Topics include a comprehensive analysis of the rules for grouping that are contained in section 469, Reg. 1.469-4, and the judicial decisions and administrative pronouncements involving grouping including: Eugene B. Glick, Stephen A. Gregg, Sidney C. Shaw, Vincent S. Sciabica, Eugene J. Schumacher, Tony R. Carlos, Leroy Candelaria, TAM 200747018, Carlos A. Senra, CCA 201411025, Scott Wesley Williams, Jose A. Lamas, Roy E. Stanley, TAM 201634022, and Stephen P. Hardy; the application of grouping for purposes of sections 469, 1411, and Reg. 1.1411-4(g)(6) including the “fresh start” Reg. 1.469-11(b)(3)(iv); Rev. Proc. 2010-13 regarding the requirement to report to IRS new groupings and additions to existing groupings for tax years beginning on or after 1/25/2010; the difference between grouping under Reg. 1.469-4 and aggregation under Reg. 1.469-9 and a special chart depicting these differences; the differences between grouping and aggregation for purposes of Section 199A; the use of Form 8275 to disclose issues involving uncertain tax positions regarding grouping; 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!
TRANSFORMING LAND INTO LEGACY: THE IMPACT OF CHARITABLE LAND DONATIONS
September 10th from 11am PST to 12pm PST
Speaker: Nick Dolya, Sandy Bay Partners
Sponsored Event: Sandy Bay
When to Register: Look for the first registration email 8/20/26!
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.
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 the American Institute of Certified Tax Planners!
ABOUT OUR 2026 SPONSOR
For years, our friends at Sandy Bay Partners have helped us bring high-quality speakers and educational content to you, our valued subscribers. This year, after seeing the scope and ambition of our Summer Series program, Sandy Bay Partners stepped up in a big way by sponsoring the entire summer’s worth of programming!
Sandy Bay Partners specializes in helping investors navigate the complex world of charitable land donations. Their experienced team is dedicated to maximizing philanthropic impact while aligning with clients’ financial and tax planning goals.
We encourage all of our subscribers to learn more about Sandy Bay Partners and the services they provide – https://sandybaypartners.com/
IN A NUTSHELL…
WHEN IS IT ALL HAPPENING: Live Webinar Events on June 11th, July 9th, August 13th, and September 10th!
HOW TO REGISTER: Make sure you are a subscriber and look for the email to our First event on THURSDAY, May 28th
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!
