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The OBBA 2026 Toolkit

Our Team of tax experts has distilled all 870 pages of this new law into clear, actionable insights you can use today. Inside, you’ll find:

The Ultimate Newsletter for Tax Professionals

Tap into the latest tax planning ideas, practice management tips, industry updates and more, delivered to your inbox twice a month.

EVERY BI-WEEKLY ISSUE PACKED WITH VALUE:

INNOVATIVE TAX PLANNING IDEAS

Stay ahead with unique, actionable strategies to help your clients save on their taxes.

PRACTICE MANAGEMENT INSIGHTS

Streamline your operations, increase your hourly rates, and attract high-paying clients.

MARKETING & SALES STRATEGIES

Learn how to market your services and bring in the most lucrative clients.

DIGITAL CURRENCY, REAL ESTATE, BUSINESS & MORE

Stay current with strategies for managing your clients’ diversified portfolios.

LEVERAGE AI FOR TAX PROS

Discover how AI can help you save time and boost your efficiency.

CLIENT-READY CONTENT

Share professtional infographics and articles to educate your clients on the best tax practices.

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FEATURED CONTENT

The Think Outside the Tax Box OBBBA Quick Reference Guide

The One Big Beautiful Bill Act (OBBBA) marks the most sweeping overhaul of the tax code since 2017, reshaping rules across personal and business income, education, healthcare, and credits. To help you stay ahead of the curve, Think Outside the Tax Box is proud to share our Quick Reference Guide, designed to keep you and your clients informed, prepared, and proactive.

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CURRENT EDITION

Tax Tales I Let Slip in 2025: From Whistleblowers to Easement Woes and Beyond

One of my greatest frustrations as a tax writer is that I just don’t have the time to cover everything that I notice. Early in my blogging career, when I was younger and had more energy, I set myself on a Monday, Wednesday, Friday schedule like the college professors I envied. Even that did not keep up with everything I noticed, so periodically I would do a post that had short blurbs about interesting things I didn’t dig further on. Here is an example from 2010 of a post that covers an entity not considered a church by the IRS, S corp shareholder basis issues, definition of alimony and two Chief Counsel Advices on TEFRA issues. So here are some things for 2025, that I opened a file on but never managed to make an article with.

The IRS in 2025: A Snapshot of Reality

The IRS is not the same agency we dealt with a decade ago, or even three years ago. The pandemic accelerated operational strain, exposing long-standing infrastructure weaknesses while also prompting overdue investment and modernization. Some areas have improved meaningfully, including digital tools, faster account updates, and improved phone service during filing season. Other areas, however, feel frozen in time. Correspondence units remain slow, backlogs persist, and automated notices often fail to reflect what is actually happening on a taxpayer’s account. This article outlines the practical realities of working with the IRS in 2025, what strategies are working, what remains broken, and how to set clear, healthy expectations so you can deliver results without burning out.

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AI-Powered Solutions for Tax Professionals

Save time & money with our AI Tax Tool – trained by the top tax planning minds in the country.

CUSTOM TAX RESPONSES ON DEMAND

Eliminate manually drafting IRS notice responses. With AI, you can generate tailored tax responses instantly with just a click – saving significant time.

SIMPLIFIED TAX JARGON

Don’t struggle with confusing legal and tax language. The AI translates complex terms and legislation into simplified summaries. You‘ll quickly grasp the important information without the confusion.

ACCESS DOCUMENTS INSTANTLY

Immediate access to a fully searchable tax library. Find specific documents, updates on tax topics, or in-depth resources. You’ll have full control over your research.

GET A VISUAL ON YOUR TAX INSIGHTS

For those who prefer visual learning, the AI generates visual representations of tax data, including charts and diagrams. This makes it easier to analyze and understand tax strategies and information.

EASILY SUMMARIZE DOCUMENTS

Simply enter a prompt to find relevant documents, and let the AI generate the summaries for you. This feature saves you from wading through pages of text, and allows you to quickly extract the key points you need.

BONUS! – EXPLORE OUR eMAGAZINE FOR FREE!

Download a FREE edition of our magazine on ADVANCED TAX STRATEGIES and get a sense of what you will learn!

  • Advanced tax strategies from industry leaders
  • Logic-based essays that go beyond just the basics
  • Commentary and contributions from award-winning authors and tax law leaders
  • Reliable resource for compliant and confident practice growth
  • Tools to help you simplify your tax practice

Explore Our Free Articles

Get a taste of our comprehensive tax planning insights with four featured articles, free for everyone.

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

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Charitable Impacts of the One Big Beautiful Bill Act

For charitable-minded taxpayers, several provisions in the One Big Beautiful Bill Act (OB3 Act) will impact the tax reduction associated with their charitable giving starting next year in 2026. In one case, the change increases the deductible amount, but all other changes surprisingly reduce the value of charitable contribution deductions.

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The End of the Green Road? The One Big Beautiful Bill and Energy Credits

Just when many believed green tax incentives were firmly established, the One Big Beautiful Bill (OB3), formally designated as Public Law 119-21 and enacted on July 4, 2025, delivers a sudden and sweeping rollback of key energy tax credits. Affecting everything from electric vehicles to rooftop solar, OB3 significantly alters

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Exclusive Webinars for Our Subscribers

As an annual subscriber, you gain complimentary access to our series of expert-led webinars. Each session is designed to provide you with insights, skills, and knowledge to excel in your field. Discover what’s coming up and secure your spot today.

Learn how to interpret and document your tax planning research findings. Learn what you can rely upon, and how to protect your recommendations.

May 23, 2024

From Renting out your house, to forming an LLC, to deducting the family trip to the pumpkin patch, social media is filled with questionable tax advice, much of it shared by credentialed professionals.  

May 20, 2025

These educational webinars are included in the Basic or Professional subscription!
Subscribe today!

January 25th, 2025

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Don't Miss Our Next Webinar

Mark your calendar and stay ahead of the latest tax planning strategies and regulations

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Featured Authors

Amber Gray-Fenner is an Enrolled Agent and tax practitioner specializing in tax returns, planning, and representation for individuals and small businesses. She owns Tax Therapy, LLC in Albuquerque, New Mexico.

Matt Metras, EA, owns MDM Financial Services in NY, specializing in bookkeeping and taxation for cryptocurrency clients. He’s an educator on cryptocurrency taxation and actively engages in community advocacy.

Jeff Stimpson, has been a tax and finance writer for 25 years. Hee contributes to publications like Accounting Today and Financial Advisor. His other credits include sales tax, technology, and practice management, residing in New York.

Annette Nellen is a professor and tax program director at San José State University, with extensive involvement in tax organizations and a focus on tax policy, cryptocurrency, and education.

Peter J Reilly graduated from the College of the Holy Cross, worked in CPA firms like Joseph B Cohan and Associates and CCR LLP, and now runs a tax practice while writing for Forbes.com.

Thomas Gorczynski, EA USTCP CTP, is a tax expert known for speaking and educating on federal tax law. He’s editor-in-chief of EA Journal, co-author of the PassKey Learning Systems EA Review Series, and runs a tax practice in Phoenix, Arizona.

Hear From Our Satisfied Users

Quotes from users who have benefited from Tax Law Pro, highlighting how it has helped them in their tax planning and compliance efforts.

SIMPLIFIED TAX STRATEGIES &
PRACTICAL IMPLEMENTATION

Think Outside the Tax Box provides tax reduction strategies along with practical
implementation advice in order to reduce your clients’ federal tax bill with ease.

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