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Taxes for the Masses

Taxes for the Masses

130 episodes — Page 1 of 3

On Immigrant Taxes and IRS Information Sharing

May 10, 202623 min

On Retiring Abroad

Apr 26, 202622 min

Ep 114On Taxing Tax-Exempt Entities

In this episode, we welcome Scott Hodge to discuss why and how we should consider taxing tax-exempt entities.

Apr 12, 202640 min

Ep 113On Tax Considerations for International Students

In this episode, we discuss visa and tax issues faced by international students studying and working in the United States.

Mar 29, 202623 min

Ep 112On State Tax Conformity

In this episode, we discuss how states determine which federal tax provisions to adopt and when.

Mar 15, 202619 min

Ep 111On How OB3 Interacts with CAMT

In this episode, we discuss the unforeseen ways that the One Big Beautiful Bill Act interacts with a corporate alternative minimum tax provisions passed years earlier.

Mar 1, 202618 min

Ep 110On OB3's Deductions

In this episode, we discuss how many of the new deductions under the OBBBA passed July 4, 2025 work and interact with each other.

Feb 15, 202618 min

Ep 109On the Death of Direct File

In this episode, we discuss the tragic death of the government's free tax filing program, welcoming guest Amanda Renteria of Code for America to discuss its demise.

Feb 1, 202634 min

Ep 108On the Latest Accounting Research Hawaii Edition

In this episode, we discuss the latest tax research presented at the Hawaii Accounting Research Conference.

Jan 18, 202628 min

Ep 98RERUN Ep 98 - On the One Big Beautiful Bill

Coming up, we'll be talking about some surprising effects of the One Big Beautiful Bill Act signed into law July 4, 2025. In the meantime, revisit this episode, where we discuss the major tax provisions of the bill.

Jan 4, 202630 min

Ep 107On Roth Conversions

In this episode, we discuss why and when to do a Roth conversion.

Dec 21, 202524 min

Ep 106On Capital Gains Taxes Over Time

In this episode, we discuss new research on the distribution of capital gains and capital gains taxes over time.

Dec 7, 202532 min

Ep 105On Not Taxing Tips, Revisited

In this episode, we discuss the mechanics of the qualified tip deduction and welcome Alexander Rifaat to discuss IRS and Treasury guidance issued following the passage of the provision.

Nov 23, 202529 min

Ep 104On Demand for Tax Professionals

In today’s episode, we welcome Katie Daugherty, who’s dissertation examines the effect of the TCJA on public accounting firm’s demand for tax talent.

Nov 9, 202531 min

Ep 103On the Johnson Amendment

In this episode, we welcome Benjamin Leff, a law professor at American University, to discuss how a recent change to the Johnson Amendment came about and its implications for the future.

Oct 26, 202531 min

Ep 102On the IRS and Transparency

Oct 12, 202526 min

Ep 101On the Latest Tax Research

In this episode, we discuss the latest tax research presented at the 2025 Illinois Tax Symposium.

Sep 28, 202528 min

Ep 100On 100 Episodes of Taxes for the Masses

In this episode, we drink champagne and look back on 100 episodes of Taxes for the Masses. Shenanigans ensue.

Sep 14, 202538 min

Ep 99On Qualified Small Business Stock

In this episode, we discuss the long-standing qualified small business stock exemption and how it has been updated by the One Big Beautiful Bill Act.

Aug 31, 202524 min

Ep 98On the One Big Beautiful Bill

In this episode, we discuss the major tax provisions of the One Big Beautiful Bill Act signed into law July 4, 2025.

Aug 17, 202530 min

Ep 81RERUN: Ep 81 On Declining Accounting Enrollments, Redux

Aug 3, 202530 min

Ep 91RERUN: Ep 91 On Cannabis Taxes

Jul 20, 202524 min

Ep 86RERUN: EP 86 On Sin Taxes

Jul 6, 202523 min

Ep 80RERUN: Ep 80 On Taxing Tips

Jun 22, 202525 min

Ep 89RERUN: Ep 89 On Tariffs

Jun 8, 202536 min

Ep 97On Sports and Tax Planning

In this episode, we discuss some of the ways that athletes and professional sports teams avoid those taxes.

May 25, 202528 min

Ep 96On Nvidia CEO's Estate Tax Planning

In this episode, we discuss the estate tax planning techniques of Nvidia CEO Jensen Huang.

May 11, 202524 min

Ep 95On the Take-Up of the Earned Income Tax Credit

In today’s episode, we welcome Brooke Lierman, Comptroller of the state of Maryland, to discuss steps the state of Maryland is taking to increase the take-up of the credit.

Apr 27, 202532 min

Ep 94On Extending the Tax Cuts and Jobs Act

In this episode, we discuss the budget blueprint passed by House Republicans to extend the temporary provisions of the Tax Cuts and Jobs Act of 2017, which are set to expire at the end of 2025 without legislative action.

Apr 13, 202528 min

Ep 93On the Latest Tax Research - UNC Tax Symposium

In this episode, we discuss some of the research presented at the 28th annual Tax Symposium hosted by UNC in Chapel Hill.

Mar 30, 202528 min

Ep 92On State Tax Subsidies

In today’s episode, we discuss recent research into the effectiveness of firm-specific tax subsidies and whether having more public information about these subsidies improves their effectiveness.

Mar 16, 202521 min

Ep 91On Taxing Cannabis

In this episode, we discuss the what, why and how of taxing cannabis.

Mar 2, 202523 min

Ep 90On EV Credits

In this episode, we discuss the current state of federal tax incentives for EV purchases and how Trump could modify them during his term.

Feb 16, 202523 min

Ep 89On Tariffs

In today’s episode, we welcome Joe Thorndike to explain how tariffs work and what the consequences of new tariffs could be for U.S. individual and businesses.

Feb 2, 202535 min

Ep 88On the Latest Tax Research: HARC Edition

In this episode, we discuss some of the latest tax research presented at the Hawaii Accounting Research Conference in January 2025.

Jan 19, 202528 min

Ep 87RERUN: Ep 81 On Declining Accounting Enrollments, Revisited

We are taking a very short winter break, but we have something special for your listening enjoyment! We're revisiting this episode, which in turn revisits the potential reasons behind declining accounting enrollments, helped by special guest and MIT Professor Andrew Sutherland. We'll return soon with new episodes for 2025!Check out the latest news on the podcast here: https://linktr.ee/taxesforthemasses

Jan 5, 202530 min

Ep 86On Sin Taxes

In this episode, we discuss the role of sin taxes in discouraging legal but potentially harmful behavior and in raising tax revenue.

Dec 22, 202423 min

Ep 85On Settlements and Judgments Part 2

In this episode, we discuss the potential tax benefits settlements and judgments from lawsuits can generate for the companies that pay them.

Dec 8, 202425 min

Ep 84On Settlements and Judgments Part 1

In this episode, we discuss how settlements and judgments are taxed by recipients, as well as arguments for changes to the current law.

Nov 24, 202424 min

Ep 83On Public Accounting Offshoring

In this episode, we invite University of Texas at Austin doctoral candidate Kaitlyn Kroeger to discuss her research on the effects of public accounting firms offshoring their services.

Nov 10, 202428 min

Ep 82On Donor Advised Funds

In this episode, we discuss the rules around charitable and political donations, as well as how donor advised funds can facilitate anonymous giving to politically engaged charities.

Oct 27, 202424 min

Ep 81On Declining Accounting Professionals, Revisited

In this episode, we invite Andrew Sutherland, Associate Professor of Accounting at MIT, to revisit explanations behind declining accounting professionals and to discus his research on the topic.

Oct 13, 202430 min

Ep 80On Taxing Tips

In this episode, we discuss the potential consequences of both presidential candidates' proposals to exempt tips from taxes.

Sep 29, 202425 min

Ep 91On the the Latest Tax Research - Texas Waterloo Edition

In this episode, we discuss two of the papers presented recently at the 6th Biennial Taxation Research Symposium hosted at the University of Texas in conjunction with the University of Waterloo.

Sep 15, 202423 min

Ep 79On Trump's Tax Proposals

In this episode, we discuss former President Trump's tax proposals as a 2024 presidential candidate.

Sep 1, 202425 min

Ep 78On Harris' Tax Proposals

In this episode, we discuss Vice President Harris' tax proposals as a 2024 presidential candidate.

Aug 18, 202424 min

Ep 72RERUN: Ep 72 On Shohei Ohtani’s Contract

As we are on a short summer break, we have something special planned for your listening enjoyment! Get ready to revisit some of your favorite tax topics with our timeless reruns. In this episode, we discuss the tax motivations behind Shohei Ohtani's record-breaking and tax-savvy contract with the LA Dodgers (and Lisa honors legendary Dodgers announcer Vin Scully).Check out the latest news on the podcast here: https://linktr.ee/taxesforthemasses

Aug 4, 202424 min

Ep 71RERUN: Ep 71 On the Taxation of Music Catalog Sales

As we are on a short summer break, we have something special planned for your listening enjoyment! Get ready to revisit some of your favorite tax topics with our timeless reruns. In this episode, we discuss the tax motivations for the rising trend in music catalog sales (and B sings a little Tay Tay). Check out the latest news on the podcast here: https://linktr.ee/taxesforthemasses

Jul 21, 202426 min

Ep 68RERUN: Ep 68 On Bezos’ Move to Florida

As we are on a short summer break, we have something special planned for your listening enjoyment! Get ready to revisit some of your favorite tax topics with our timeless reruns. In this episode, we discuss the potential tax motivations and implications of Bezos’ big move to Florida. Check out the latest news on the podcast here: https://linktr.ee/taxesforthemasses

Jul 7, 202426 min

Ep 66RERUN: Ep 66 On the Tax Consequences of NIL

As we are on a short summer break, we have something special planned for your listening enjoyment! Get ready to revisit some of your favorite tax topics with our timeless reruns. In this episode, we unpack the tax consequences of the NCAA's 2021 name, image, and likeness policy change to student athletes and discuss how athletic supporters have also tried to obtain favorable tax outcomes from NIL activities. Check out the latest news on the podcast here: https://linktr.ee/taxesforthemasses

Jun 23, 202426 min