Where I’ll be in 2026
Conference season is officially underway!
I’m heading to Reno, NV next week for the California Society of Tax Consultants (CSTC) Summer Symposium. I’m really looking forward to seeing and learning from some of my colleagues this year! If you love traveling and meeting and learning from colleagues too, then here’s where you can find me this year.
Business Use of Automobiles
NAEA Solutions Room, delivered June 4
This one’s done, but if you missed it, the recording is available on demand through NAEA. As the title implies, this 1 CE course covered a lot, including deductible and nondeductible trips, actual expense vs. standard mileage rates, §179 and bonus depreciation, substantiation requirements, and how different entity types can affect the deduction. (I’m told this course may have set a record for the number of registrants.)
NAEA Tax Summit
New Orleans, LA, July 27–29
I’m doing three sessions at Tax Summit this year (which either means I’m in demand or bad at saying no; probably both).
QBID: What Practitioners Need to Know
This one goes deep on §199A — qualified business income, the W-2 wage and capital limitations, specified service trades or businesses, and the aggregation rules that most preparers either ignore or over-apply. Expect a faster pace and more case-study-heavy content than you’d find in a typical survey course.
Operating Agreements and S Corporations
LLC operating agreements contain a lot of important tax-relevant provisions. Tax professionals should be comfortable reading, reviewing, and discussing these provisions with their clients. Also, a poorly-written operating agreement and an S election can be a surprisingly dangerous combination. This course covers the opportunities and traps, including distribution regimes, election mechanics, and multi-member issues that tend to surface at the worst possible moment.
Practice Management Panel
I’m also participating in a practice management panel. Details to come, but if you’re at the conference, come by. The conversation should be more candid than the typical CE format.
Understanding the §199A Deduction: A Practitioner’s Guide to Reviewing Form 8995
NAEA Solutions Room (webinar), September 24
This webinar will help you confidently review a completed Form 8995. Starting with what the deduction is and how it’s calculated, we’ll work through Form 8995 line by line so you know what each number represents, where it came from, and what should make you stop and ask questions. By the end, you should be able to review any client’s §199A calculation with confidence. Click here to register.
Building an S Corporation Step by Step: From Election to the 1040
NYSSEA Annual Conference, October 24
I’m thrilled to be teaching this year’s pre-conference workshop for NYSSEA! This is a full-day workshop (3 CE hours) that follows a single business from sole proprietorship through S election, first Form 1120-S, K-1, and all the way onto the 1040, in sequence, with every step connected to the one before it.
We’ll use a flipped classroom format: pre-conference online modules will cover the foundational material, so we can spend the live session entirely on application. Think less lecture, more “here’s a fact pattern, what do you do?”
I’m also delivering a two-hour follow-on course: Avoiding Costly S Corporation Issues, which picks up exactly where the workshop leaves off. We’ll discuss reasonable compensation, distributions in excess of basis, late elections, operating agreement traps, revocations, and terminations. If the workshop is “here’s how the system works when you do everything right,” the course is “here’s what to do when something goes wrong.”
I have a couple of additional in-person teaching dates taking shape in late October and early November. Details aren’t final yet, but I’ll update this post when they are.
I’ll keep this updated as registration links and additional dates are confirmed. If you’re attending any of these and want to connect, reach out!
Want me to teach for your organization?
I’m still accepting engagements for 2026. If you’re with an association, state chapter, or firm looking for CE-eligible instruction on tax topics, reach out at jwells@jwells.tax. You can find a list of prospective courses and topics on my Education page.