Taxes for the Masses

On Restricted Stock and 83(b) Elections 24.05.2026 25:58 ↓

In this episode we discuss code section 83(b), which potentially allows employees to alter the timing and character of how their stock-based compensation gets taxed, if their employers allow it.

On Immigrant Taxes and IRS Information Sharing 10.05.2026 23:54 ↓

In this episode, we discuss what taxes undocumented workers pay and recent efforts by other parts of the federal government to gain access to tax return information provided by immigrants.

On Retiring Abroad 26.04.2026 22:06 ↓

In this episode, we discuss tax considerations for anyone working in the US and retiring abroad.

On Taxing Tax-Exempt Entities 12.04.2026 40:26 ↓

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

On Tax Considerations for International Students 29.03.2026 23:21 ↓

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

On State Tax Conformity 15.03.2026 19:53 ↓

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

On How OB3 Interacts with CAMT 01.03.2026 18:52 ↓

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.

On OB3's Deductions 15.02.2026 18:22 ↓

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

On the Death of Direct File 01.02.2026 34:56 ↓

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.

On the Latest Accounting Research Hawaii Edition 18.01.2026 28:29 ↓

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

RERUN Ep 98 - On the One Big Beautiful Bill 04.01.2026 30:05 ↓

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.

On Roth Conversions 21.12.2025 24:58 ↓

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

On Capital Gains Taxes Over Time 07.12.2025 32:49 ↓

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

On Not Taxing Tips, Revisited 23.11.2025 29:24 ↓

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.

On Demand for Tax Professionals 09.11.2025 31:13 ↓

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.

On the Johnson Amendment 26.10.2025 31:37 ↓

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. 

On the Latest Tax Research 28.09.2025 28:23 ↓

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

On 100 Episodes of Taxes for the Masses 14.09.2025 38:21 ↓

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

On Qualified Small Business Stock 31.08.2025 24:25 ↓

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.

On the One Big Beautiful Bill 17.08.2025 30:05 ↓

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