Navigating the New FICA Tip Credit Landscape

Feb 11
2:00 - 3:00 p.m.

Online

1-Other
CPE Credits

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. Come for a mix of tax-technical interpretation, practical workflows, and advisory insight that empowers you to lead confidently in the new tip credit landscape.

Highlights
The major topics that will be covered in this course include:

Evaluate tools that can improve FICA work
Review technical interpretations and practical workflows
Identify leadership work

After attending this presentation, you will be able to...

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