Couverture de Tax in Action: Practical Strategies for Tax Pros

Tax in Action: Practical Strategies for Tax Pros

Tax in Action: Practical Strategies for Tax Pros

De : Jeremy Wells EA CPA
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 Join Jeremy Wells, EA, CPA, as he breaks down the complexities of tax law into practical guidance you can apply immediately. Each episode focuses on a specific tax strategy, credit, or compliance issue that matters to tax professionals and business owners. Rather than theoretical discussions, Jeremy delivers actionable insights based on real-world scenarios and current tax regulations. Whether you're navigating Section 1031 exchanges, maximizing research credits, or helping clients with energy tax incentives, this podcast provides the technical details and strategic considerations you need to confidently serve your clients. Perfect for tax practitioners looking to deepen their expertise and business owners wanting to make more informed tax decisions.© 2026 Jeremy Wells, EA, CPA Economie
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    Épisodes
    • Non-Cash Donations Gone Wrong: The Besaw Case and Form 8283 Requirements

      Non-Cash Donations Gone Wrong: The Besaw Case and Form 8283 Requirements
      Jan 21 2026

      Jeremy breaks down the 2025 Besaw v. Commissioner tax court case, where a taxpayer lost a $6,760 charitable deduction despite everyone agreeing the donation actually happened. The case reveals why blank Goodwill receipts aren't sufficient, what "contemporaneous written acknowledgement" really means under IRC Section 170, and exactly what documentation taxpayers must maintain—whether they're filing Form 8283 or not. Learn the substantiation requirements for non-cash donations under $250, over $250, and over $5,000, plus how to properly value donated household goods and clothing using fair market value standards.

      Connect with Jeremy
      https://www.linkedin.com/in/jwellstax
      https://www.steadfastbookkeeping.com

      Subscribe on YouTube
      https://www.youtube.com/@TaxinAction

      Earn CPE for Listening to This Podcast
      https://www.earmark.app/

      This podcast is a production of Earmark Media
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      57 min
    • Tax-Free Employee Benefits Part 3: Transportation, Moving, Retirement Planning & Athletic Facilities

      Tax-Free Employee Benefits Part 3: Transportation, Moving, Retirement Planning & Athletic Facilities
      Jan 7 2026

      Jeremy concludes the three-part series by examining the remaining four fringe benefits from IRC Section 132—qualified transportation, moving expense reimbursements, retirement planning services, and military base realignment benefits—many of which have been significantly limited by recent tax legislation. He also covers achievement awards, athletic facility exclusions, and provides essential guidance on accountable plans, explaining the three critical requirements employers must follow to ensure expense reimbursements remain tax-free for employees while maintaining deductibility for the business.

      Connect with Jeremy
      https://www.linkedin.com/in/jwellstax
      https://www.steadfastbookkeeping.com

      Subscribe on YouTube
      https://www.youtube.com/@TaxinAction

      Earn CPE for Listening to This Podcast
      https://www.earmark.app/

      This podcast is a production of Earmark Media
      Afficher plus Afficher moins
      1 h et 1 min
    • Tax-Free Employee Benefits Part 2: Company Vehicles, Cell Phones, and Office Snacks

      Tax-Free Employee Benefits Part 2: Company Vehicles, Cell Phones, and Office Snacks
      Dec 24 2025

      Jeremy continues his series on IRC Section 132 fringe benefits, focusing on working condition fringes and de minimis benefits—two categories that help employees be more productive or boost workplace morale. From company vehicle mileage tracking and employer-provided cell phones to why office snacks are excludable but gift cards never are, this episode clarifies which everyday workplace benefits can legally avoid taxation. Jeremy emphasizes the critical importance of documentation and explains the strict substantiation requirements that apply to many of these benefits.

      Connect with Jeremy
      https://www.linkedin.com/in/jwellstax
      https://www.steadfastbookkeeping.com

      Subscribe on YouTube
      https://www.youtube.com/@TaxinAction

      Earn CPE for Listening to This Podcast
      https://www.earmark.app/

      This podcast is a production of Earmark Media
      Afficher plus Afficher moins
      1 h et 1 min
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