WEBINARS & SPECIAL EVENTS

Advisory Opportunities Expand as FICA Tip Credit Rules Shift

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Advisory Revenue Strategies: Navigating the New FICA Tip Credit Landscape with Jody Padar – Register | Learn more

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.

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870 Pages, Simplified | The Concierge CPA

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OBBB affects every income tier—and tax advisors are urged to act now.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by “It’s NOT Just the Numbers: How to Move Beyond the Numbers and Deliver REAL Value for Your Clients.”
by Penny Breslin and Damien Greathead. See Today’s Special Offer

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The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In the latest episode of The Concierge CPA, Jackie Meyer, a nationally recognized tax strategist, and Dave Lukas, CEO of TaxPlanIQ, walk through the most significant provisions of the new law. The hosts emphasize that while the changes add complexity, they also create what Meyer calls “a once-in-a-generation opportunity for accountants to step up as trusted advisors.”

More Jackie Meyer

One of the biggest wins for business owners is the permanent return of 100% bonus depreciation. Companies can immediately expense the full cost of qualifying assets—including used property—placed in service after Jan. 19, 2025. “Timing matters more than ever,” Meyer stresses, urging CPAs to model scenarios carefully to avoid unintended consequences with Qualified Business Income (QBI) deductions.

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Alan Anderson: Applying JIT Concepts to the Audit Process

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Reduce audit time by 20% without reducing quality.

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By Alan Anderson, CPA
Transforming Audit for the Future

For most audit firms, the concept of “just in time” means that the audit was completed and the financials were delivered “just in time” to meet the deadline. But in this webinar, Alan Anderson explains how concepts from just-in-time manufacturing can be applied to make audits more efficient, reducing time by at least 15-20% while also improving quality and customer service. 

 

MORE ALAN ANDERSON: Are You Using the Right Business Model? | Give Advice While Remaining Independent | The New Formula for an Accounting Business | Don’t Risk Losing Good Employees for Bad Clients | Four Questions to Make Your Firm More Successful as a Business | Say Adios to Audit Fee Pressure | Deliver More Audit Value by Getting Out of the Conference Room | Six Essential Elements in Audit Planning | Before the Audit: More Than Just Planning | Five Crucial Attributes for Successful Audit Leadership | Put the Ethics Code to Work for Your Clients and Your Firm | Is Audit in Crisis Because of Definitions?
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Just-in-time manufacturing was devised to reduce inventory costs, downtime, and waste by following four sequential steps for every manufacturing process: design, build, inspect, and delivery. By analogy, the four steps of JIT manufacturing correspond to the four audit phases of planning, fieldwork, review, and delivery. The raw materials of an audit consist of the trial balance and schedules supplied by the client, and the final deliverable is the audit report.  

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