The One Big Beautiful Bill Act is fundamentally changing tax season, creating new compliance complexities while simultaneously presenting an urgent need for proactive planning. Tax professionals who don't pivot from preparation to advisory risk leaving significant client value on the table. This session, led by Dr. Jackie Meyer, CPA, will not only give a cheat sheet for tax prep opportunities but also provide a comprehensive overview of the bill’s key provisions-including expanded SALT deductions, pass‑through entity elections, and sunset timelines-and translate them into actionable tax planning opportunities for individuals and business owners DURING tax busy season.

The webinar will also highlight how automation tools such as GruntWorx streamline tax preparation, reduce manual workload, and create capacity for higher‑value advisory services. By integrating compliance efficiency with proactive planning, practitioners can strengthen client relationships, deliver measurable value, and position their firms for long‑term success.

Learning Objectives
By the end of this session, participants will be able to:
● Identify key tax planning opportunities under the One Big Beautiful Bill Act relevant to individuals and business owners, to act before and during tax prep busy season, not after.
● Distinguish between compliance tasks and advisory opportunities to enhance client relationships. Develop quick actionable insights during tax preparation.
● Evaluate how automation in tax preparation can increase efficiency and reduce errors.
● Develop a framework for reallocating time saved through automation toward proactive tax planning and advisory services.

The One Big Beautiful Bill Act offers both challenges and opportunities. For CPAs, the greatest opportunity lies not only in understanding the technical provisions but in using automation to shift focus from tax preparation to advisory. By embracing tools like GruntWorx, firms can reclaim valuable time, reduce risk, and deliver strategic planning that clients increasingly demand. This session equips attendees with both the legislative insights and the practical framework to thrive in the evolving tax landscape.