April 22, 2026. 1:00 pm - 2:00 pm EDT FREE
Join Jody Padar for a timely mix of tax-technical interpretation, practical workflows, and advisory insight that empowers you to lead confidently in the new tip credit landscape.
About this webinar:
The FICA Tip Credit is entering a new era. With H.R.1 and proposed IRS regulations redefining qualified tips and tipped occupations, tax professionals now have both a technical challenge and a major advisory opportunity. Firms that build clear, consistent, data-driven workflows will be better positioned to guide clients, reduce risk, and create recurring advisory revenue. In this session, we’ll break down the latest IRS guidance and walk through a modern, systematic approach to evaluating eligibility, structuring advisory conversations, and creating a repeatable model for ongoing client support. You’ll also see how AI-enabled workflows can enhance client communication, streamline analysis, and help you deliver more strategic guidance to clients without adding complexity.
Learning Objectives
🔵 Interpret the new IRS and Treasury guidance on qualified tips and tipped occupations under OBBBA
🔵Identify client opportunities for the FICA Tip Credit using a structured, repeatable workflow
🔵 Apply AI-supported techniques to organize advisory conversations and enhance client decision-making
🔵 Design a scalable advisory model that integrates compliance, analytics and modern client-interaction practices
1 CPE
Field of Study: Business Management & Organization
Level: Basic
Prerequisites: None
Delivery Method: Group Internet Based
Audience: Firm owners and managing partners; CAS practice leaders; anyone overseeing advisory service offering at firms; firms with service industry clients subject to FICA Tip Credit requirements.
The CPA Trendlines Academy (Thomas Advisors d/b/a) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors via its website at nasbaregistry.org.