Jeremy Wells, EA, CPA

JWellsTax Break

Business EN ↓ 6 episodes

JWellsTax Break is a fast-paced weekly podcast for tax professionals who want to stay current without spending hours chasing headlines. Join Jeremy Wells, EA, CPA, each week for concise coverage of the latest IRS guidance, court decisions, legislation, and practice developments, with a focus on what they mean for real practitioners and real clients. Tax News. Practical Takeaways. Zero Fluff. www.jwells.tax

Author

Jeremy Wells, EA, CPA

Episodes

Trump Accounts go live | JWellsTax Break 2026-07-06 07.07.2026 15:33

July 10 COVID-Era Refund Deadline NTA Blog Trump Accounts app launch First-year Working Families Tax Cuts data Trump Accounts philanthropic stock contributions Trump Account Investment lineup John R. Dee v. Comm. , 167 T.C. No. 1 Ways & Means Chair's statement REG-113229-25 hearing notice Get full access to JWellsTax at www.jwells.tax/subscribe

The IRS told you to use AI responsibly, but left out four things you actually need to know | JWellsTax Break 2026-06-29 30.06.2026 22:19

NTA Mid-Year Report OPR Alert 2026-19 Introductory Guidelines for Responsible AI Use in Federal Tax Practice Tom Gorczynski, EA, USTCP and John Youngblood, EA, “OPR Issues Guidance on Practitioner Use of AI” IRB 2026-26 , containing Notice 2026-36: Notice of Intent to Issue Regulations Under Section 4960 Sundancer Pools v. United States (No. 25-1291T) Get full access to JWellsTax at www.jwells.tax...

Credits, Courts, and Congress | JWellsTax Break 2026-06-22 23.06.2026 21:24

Smith v. Commissioner, T.C. Memo. 2026-50 * CourtListener * Tax in Action #2 Cracking the R&D Tax Credit Code: Section 41 Explained Branch v. Commissioner, T.C. Memo. 2026-51 * CourtListener ETAAC 2026 Annual Report * IR-2026-77 2027 HSA Limits (Rev. Proc. 2026-24) * IRB 2026-25 Get full access to JWellsTax at www.jwells.tax/subscribe

🎙️ New Credits, Dead Losses, and Crypto's Moment | JWellsTax Break 2026-06-15 17.06.2026 21:45

Federal Scholarship Tax Credit * IR-2026-76 Schumacher v. Comm. , T.C. Memo. 2026-47 * CourtListener Wells v. Comm. , T.C. Memo. 2026-49 * CourtListener House Ways & Means Crypto Tax Hearing * Crypto Briefing overview * CoinDesk hearing recap Kwong July 10 Deadline * National Taxpayer Advocate Blog Get full access to JWellsTax at www.jwells.tax/subscribe

Announcement: Tax Book Club! 11.02.2025 18:59

I just went live to announce something I’m really excited about—a book club for tax pros! 🎉 We’ll be diving into books that challenge the way we think about tax, business, and advising clients, all while building a community of like-minded professionals. If you’ve ever wanted to read more but needed a little accountability (or just a good discussion), this is for you. 🔗 Join the book club by cli...

From proposal to profit 27.04.2024 7:28

Welcome to this special video issue of JWellsTax! From productivity to pricing, I empower tax professionals by helping them build thriving firms. Thank you to the 634 of you who have subscribed, especially those 18 who have a paid subscription! A business won’t last long if it can’t effectively sell its offerings and collect payments from customers. That’s why, when I founded my firm, the first de...