
Taxes for the Masses
130 episodes — Page 1 of 3
On Immigrant Taxes and IRS Information Sharing
On Retiring Abroad
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.
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.
Ep 112On State Tax Conformity
In this episode, we discuss how states determine which federal tax provisions to adopt and when.
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.
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.
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.
Ep 108On the Latest Accounting Research Hawaii Edition
In this episode, we discuss the latest tax research presented at the Hawaii Accounting Research Conference.
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.
Ep 107On Roth Conversions
In this episode, we discuss why and when to do a Roth conversion.
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.
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.
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.
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.
Ep 102On the IRS and Transparency
Ep 101On the Latest Tax Research
In this episode, we discuss the latest tax research presented at the 2025 Illinois Tax Symposium.
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.
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.
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.
Ep 81RERUN: Ep 81 On Declining Accounting Enrollments, Redux
Ep 91RERUN: Ep 91 On Cannabis Taxes
Ep 86RERUN: EP 86 On Sin Taxes
Ep 80RERUN: Ep 80 On Taxing Tips
Ep 89RERUN: Ep 89 On Tariffs
Ep 97On Sports and Tax Planning
In this episode, we discuss some of the ways that athletes and professional sports teams avoid those taxes.
Ep 96On Nvidia CEO's Estate Tax Planning
In this episode, we discuss the estate tax planning techniques of Nvidia CEO Jensen Huang.
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.
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.
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.
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.
Ep 91On Taxing Cannabis
In this episode, we discuss the what, why and how of taxing cannabis.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
Ep 80On Taxing Tips
In this episode, we discuss the potential consequences of both presidential candidates' proposals to exempt tips from taxes.
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.
Ep 79On Trump's Tax Proposals
In this episode, we discuss former President Trump's tax proposals as a 2024 presidential candidate.
Ep 78On Harris' Tax Proposals
In this episode, we discuss Vice President Harris' tax proposals as a 2024 presidential candidate.
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
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
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
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