Webinar with Jody Padar, Jan. 16 – Register | Learn more
By CPA Trendlines
A major shift in the federal FICA Tip Credit framework is opening new advisory revenue opportunities for accounting firms, as lawmakers and regulators move to redefine who qualifies for the long-standing payroll tax incentive.
CPE Webinar: “Advisory Revenue Strategies: Navigating the New FICA Tip Credit Landscape.” With Jody Padar. Jan. 16, Noon ET. 1 CPE. $49.50. Register | Learn more
Those changes will be the focus of a Jan. 16 webinar led by Jody Padar, CPA, titled “Advisory Revenue Strategies: Navigating the New FICA Tip Credit Landscape.” The one-hour session runs from 12 p.m. to 1 p.m. ET.
The webinar comes as H.R.1 and proposed IRS regulations signal a reworking of how “qualified tips” and “tipped occupations” are defined for purposes of the FICA Tip Credit. For decades, the credit has been a valuable but narrowly understood benefit, primarily associated with restaurants and hospitality employers. New guidance is expected to broaden scrutiny of eligibility while also increasing the complexity of compliance.
Frms that build “clear, consistent, data-driven workflows” will be better positioned to help clients manage risk while turning compliance work into recurring advisory services.
Padar, known for her work at the intersection of tax compliance, technology, and advisory strategy, will examine how the evolving rules create both technical challenges and opportunities for growth among tax professionals. The session is designed to move beyond statutory interpretation to focus on practical implementation.
The agenda includes a breakdown of new IRS and Treasury guidance under the One Big Beautiful Bill Act (OBBBA), with a particular focus on how revised definitions impact employer eligibility. Attendees will also be shown how to systematically identify FICA Tip Credit opportunities across a client base, rather than treating the credit as an isolated, one-off calculation.
A key emphasis of the session is advisory design. The webinar outlines a repeatable model for integrating compliance analysis, client communication, and ongoing monitoring—turning what has traditionally been seasonal tax work into a scalable advisory offering.
The program also highlights the growing role of AI-enabled workflows in tax practices. According to the session outline, AI tools can be used to organize client conversations, streamline eligibility analysis, and support more strategic, data-informed recommendations without increasing administrative burden.
Learning objectives for the webinar include interpreting updated IRS and Treasury guidance, identifying eligible clients using structured workflows, applying AI-supported advisory techniques, and designing advisory models that combine compliance, analytics, and modern client interaction practices.
The event is designed for firm leaders, tax professionals, and advisors who seek to expand advisory revenue while navigating regulatory changes.
CPE Webinar: “Advisory Revenue Strategies: Navigating the New FICA Tip Credit Landscape.” With Jody Padar. Jan. 16, Noon ET. 1 CPE. $49.50. Register | Learn more
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