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Artwork for Tax in Action: Practical Strategies for Tax Pros

Tax in Action: Practical Strategies for Tax Pros

Jeremy Wells, EA, CPA
S Corporation
Partnership
IRC Section 132
Tax Deductions
Tax Cuts and Jobs Act
Self-Employment Tax
Limited Liability Company (LLC)
Operating Agreement
Debt Basis
Section 199A
Tax Advisors
Real Estate
Entrepreneurship
IRS
Casualty Losses
S-Corporation
Section 1031 Exchange
Tax Penalties
Tax Court
Qualified Business Income Deduction

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... more

PublishesTwice monthlyEpisodes35Foundeda year ago
Number of ListenersCategories
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Artwork for Tax in Action: Practical Strategies for Tax Pros

Latest Episodes

Jeremy opens a two-part series on taxpayer confidentiality by breaking down IRC Sections 7216 and 6713, the rules that govern how tax professionals can use and disclose tax return information. Using a case study of a solo firm owner weighing seasonal... more

Jeremy closes out his partnership series by tackling outside basis, how partnership liabilities affect that basis, and what happens when a partner exits. Using a case study of two LLC members with mounting losses, he walks through abandonment, a buyo... more

YouTube

Jeremy breaks down how partnerships can divide profits among partners who contribute very different things — cash, property, or just time and effort — without running afoul of federal tax law. Using a hypothetical partnership as a running example, he... more

YouTube

Jeremy digs into what actually makes someone a partner for federal tax purposes, tracing the definition back to the Supreme Court's Tower and Culbertson decisions and the "hypothetical liquidation" test for capital interests. From there, he unpacks t... more

YouTube

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Host

Jeremy Wells
Host of the podcast and presenter; EA, CPA; leads the show with practical tax strategies and real-world case studies.

Reviews

4.9 out of 5 stars from 29 ratings
  • Thorough and accessible

    I found this podcast through the Enrolled Agent podcast and loved Jeremy’s conversation. I’ve been studying for the EA exam and this podcast was a godsend for my study plan. Whether you are in tax preparation or just want to check if that Tik Tok tax trick is real, this is the podcast for you. Jeremy brings up real world examples and uses clear language to break down complex tax topics.

    I just passed the first part of the EA exam yesterday and this podcast was an enormous help in my final weeks... more

    Apple Podcasts
    5
    897S
    United States8 months ago
  • Finally a Great Podcast for Tax Pros

    I am so glad I found this podcast on the Earmark app. As a tax pro, I liked using Earmark to fill in gaps in my CPE, but the app lacked a solid podcast for regular tax pros. Enter Tax in Action! Awesome content, great host! Thank you so much!

    Apple Podcasts
    5
    Tc456789
    United States9 months ago
  • Easy to listen

    I’m impressed by how enjoyable this is to listen to—love getting CPE on earmark and also a plus when the presenters aren’t super dull. Good job, Jeremy! Keep it up.

    Apple Podcasts
    5
    Spotter86
    United Statesa year ago
  • Very easy to follow and great content

    Jeremy is great at explaining the concepts! I find it easy to follow and understand. He keeps the topic interesting and to the point. Compared to other podcasts, this one doesn’t include non relevant information and gets to the point quickly! If I am listening to a long podcast, I want to utilize my time and make sure all of that time has useful information! Highly recommend checking this one out

    Apple Podcasts
    5
    lilanx
    United Statesa year ago
  • Great show!

    This is exactly the type of beginner friendly tax advice and strategy I’ve been looking for as a new accountant. The content, pacing, and delivery are all excellent. Thanks Jeremy, please keep making more episodes!!!

    Apple Podcasts
    5
    TheTaxStrategist
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Clear explanations and actionable guidance; not just theory.
High-quality, technical content with practical takeaways for client work.
Insightful, beginner-friendly yet deeply technical at times, great for exams and practical tax work.
Loved the real-world examples and pacing; keeps complex topics accessible.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per EpisodeGender SkewLocation
InterestsProfessionsAge Range
Household IncomeSocial Media Reach

Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

A practical, practitioner-focused show that breaks down complex tax concepts into actionable guidance for tax professionals and business owners. Episodes routinely tackle structural topics like partnerships, S corporations, QBID, worker classification, and asset sales, using real-world case studies to illustrate how regulations play out in practice. The host emphasizes clear frameworks, thorough diligence, and planning opportunities, making it a valuable resource for CPAs, EAs, and tax advisors seeking concrete strategies, compliance tips, and ongoing professional development. A notable strength is the mix of technical depth with accessible explanations, plus frequent emphasis on record-keeping, elections, and planning considerations that a... more

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. The Accounting Podcast
2. Federal Tax Updates
3. Jason On Firms Podcast
4. Small Business Tax Savings Podcast
5. Tax Smart Real Estate Investors Podcast

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this podcast launched a year ago and published 35 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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