Trump Accounts go live | JWellsTax Break 2026-07-06

Working Families Tax Cuts first-year data, a whistleblower loss, and an urgent July 10 deadline

7 hrs ago • Jeremy Wells, EA, CPA

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15:33

June 2026

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

NTA mid-year report, OPR AI guidance gaps, and the Sundancer Pools ERC ruling

Jun 30 • Jeremy Wells, EA, CPA

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22:18

Credits, Courts, and Congress | JWellsTax Break 2026-06-22

Tax Court rules on § 41 research credits for an architecture firm, a Medicaid sole proprietor's non-filer case, and what ETAAC wants Congress to do…

Jun 23 • Jeremy Wells, EA, CPA

21:23

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

Federal scholarship credits go live in 27 states, a horse operation loses on § 183, a § 170 property donation gets disallowed, and seven crypto tax…

Jun 17 • Jeremy Wells, EA, CPA

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21:45

Where I’ll be in 2026

Conference season is officially underway!

Jun 5 • Jeremy Wells, EA, CPA

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March 2026

The Three Ledgers of an S Corporation

Stock basis, AAA, and retained earnings track similar activity, but each answers a different question for S corporations and shareholders

Mar 26 • Jeremy Wells, EA, CPA

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Should Your Business Own the Car?

A simple framework for thinking about business vehicles and why “put the car in the business” is usually a bad idea.

Mar 11 • Jeremy Wells, EA, CPA

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February 2026

When IRC sections collide: What are "W-2 wages" when calculating QBID?

A recent Tax Court case involves an interesting interaction between the § 199A qualified business income deduction and § 280A disallowance of expenses…

Feb 28 • Jeremy Wells, EA, CPA

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December 2025

Implementing Tax Return Scheduling

A follow-up guide to implementing a calendar-based tax return preparation workflow based on reader questions

Dec 5, 2025 • Jeremy Wells, EA, CPA

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A Giving Tuesday Reminder: Document Your Donations

The Besaw case shows that the IRS focuses on substantiation, not sentiment, when reviewing noncash charitable contributions.

Dec 2, 2025 • Jeremy Wells, EA, CPA

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5

November 2025

How I Do Tax Research

An application of my tax research framework using Parker Tax

Nov 21, 2025 • Jeremy Wells, EA, CPA

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How I Research Tax Questions

A practical walkthrough of how I go from a client question to a defensible answer (and content!)

Nov 14, 2025 • Jeremy Wells, EA, CPA

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