『Tax in Action: Practical Strategies for Tax Pros』のカバーアート

Tax in Action: Practical Strategies for Tax Pros

Tax in Action: Practical Strategies for Tax Pros

著者： 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 Earmark Media LLC 経済学
エピソード
  • Break Even at the Casino, Still Owe Tax

    Break Even at the Casino, Still Owe Tax
    2026/09/30

    Sponsors
    Thomson Reuters - http://taxshow.promo/taxautomation


    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
    続きを読む 一部表示
    55 分
  • The Qualified Overtime Deduction, Fact vs. Fiction

    The Qualified Overtime Deduction, Fact vs. Fiction
    2026/09/16

    Jeremy unpacks the "no tax on overtime" deduction created by the One Big Beautiful Bill Act, explaining why the name is misleading since qualified overtime compensation is still taxable income subject to withholding, FICA, and (in most states) state tax. He walks through how to isolate the FLSA overtime premium from gross overtime pay, calculate the deduction on the new Schedule 1A, and apply the filing status caps and MAGI phaseouts through real client examples. He also flags the reporting changes coming in 2026, when employers must correctly report the amounts on Form W-2, Box 12, Code TT, and the relaxed 2025 transition rules disappear.

    Sponsors
    Thomson Reuters - http://taxshow.promo/taxautomation


    • (00:00) - No Tax On Overtime Intro
    • (01:44) - What You Will Learn
    • (03:11) - Where It Lives In The Code
    • (07:27) - Deduction Not An Exclusion
    • (09:25) - Caps Phaseouts And MAGI
    • (13:09) - Defining Qualified Overtime
    • (16:20) - Workweek Rules Under FLSA
    • (26:30) - Exemptions And Who Qualifies
    • (30:23) - SSN And Filing Status Limits
    • (33:40) - 2025 Transition Relief
    • (36:29) - 2026 Reporting Box 12 TT
    • (41:22) - Examples And Calculations
    • (51:37) - Schedule 1A Walkthrough
    • (52:39) - Key Takeaways And Wrap Up

    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
    続きを読む 一部表示
    56 分
  • Beyond 7216: The FTC Safeguards Rule, SOC 2, and Your Firm's WISP

    Beyond 7216: The FTC Safeguards Rule, SOC 2, and Your Firm's WISP
    2026/09/02

    In part two of his series on protecting taxpayer information, Jeremy shifts from who can see client data to how firms actually have to secure it. He walks through the Gramm-Leach-Bliley Act, the FTC Safeguards Rule, and what a written information security plan needs to cover, then explains how SOC 2 reports help firms vet software vendors. He closes with the IRS Office of Professional Responsibility's new AI guidance under Circular 230, and what it means to treat AI like a junior staff member rather than an unsupervised practitioner.

    Sponsors
    Thomson Reuters - http://taxshow.promo/taxautomation


    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
    続きを読む 一部表示
    58 分
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