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JWellsTax

Jeremy Wells, EA, CPA

Thoughts on tax and the tax profession

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Substack
PricingFreemiumPublishesWeekly
Issues51SubscribersRead jwells.tax

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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Federal tax law encourages generosity by providing advantageous treatment of gifts, inheritances, and charitable contributions. But taxpayers must fulfill the requirements necessary to secure those advantages.

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How I Do Tax Research

In my previous post, I provided a breakdown of my practical approach to tax research, based on the Four Cs:

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How I Research Tax Questions

It always begins with a client message that looked innocent enough:

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Authors

The writers behind this newsletter.

  • Jeremy Wells, EA, CPA

    COO and Head of Tax at Steadfast Bookkeeping. Here to help tax professionals build low-stress, sellable firms. Husband & father. ♈️

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