In episode 61 of How Tax Works, Matt Foreman discusses Simple Agreements for Future Equity (SAFE), the debt-like and equity-adjacent agreement that could, maybe, perhaps be equity in certain circumstances. Register for...
In episode 60 of How Tax Works, Matt Foreman discusses equity grants, 83(b) elections, and common misconceptions with 83(b) elections. Register for the Advanced Tax Strategy Series here. Listen to the episode here:...
Block & Order | Blockchain, Banks & the Real Road to Adoption with Maghnus Mareneck, Cosmos Labs
Aug 20, 2026
Kyle Lawrence and Moish Peltz sit down with Maghnus Mareneck, Co-Founder & Co-CEO of Cosmos Labs, to discuss how blockchain is moving beyond speculation to practical use in banking. They dive into stablecoins, why...
Substantial Economic Effect and Section 704(b) of the Internal Revenue Code – How Tax Works
Aug 18, 2026
In episode 59 of How Tax Works, Matt Foreman discusses allocations and distributions, and the requirement that the allocations have Substantial Economic Effect, which is broken into two parts, (i) that the allocations...
Why do so many AI initiatives fail to create meaningful business results? In this episode of “The Moral Machine Podcast,” host Chris D. Warren sits down with Steve Bauer, founder of Bauer Consulting,...
In episode 58 of How Tax Works, Matt Foreman discusses Zhang v. IRS, No. 4:24-cv-08210 (N.D. Cal. 2026), which held that the IRS does not need to file a civil lawsuit to impose penalties for a late-filed Form 3520. ...
In episode 57 of How Tax Works, Matt Foreman discusses New York City’s brand new Pied-a-terre tax, outlining some of its most interesting points and potential audit issues. Listen to the episode here: Follow us...
Kyle Lawrence and Moish Peltz interview Killer Whale Strategies Founder Zach Abramowitz about real-world AI adoption in law firms, the risks of “tool obsession,” and why collaborative, innovative strategies are...
Block & Order | Eric Swartz Is Bringing Traditional Finance On-Chain with AI and Crypto
Jul 08, 2026
Eric Swartz, Founding General Partner and General Counsel at Panther Hollow Ventures, joins Kyle Lawrence and Moish Peltz to break down the future of institutional finance on-chain. Eric reveals how Panther Hollow’s...
The Curious Case of Kwong (and Adbo), and the Abatement of Interest and Penalties – How Tax Works
Jul 06, 2026
In episode 56 of How Tax Works, Matt Foreman discusses Kwong v. United States, 179 Fed. Cl. 382 (2025), specifically whether interest and penalties must be abated, plus bonus commentary about whether Kwong will be...
