About this episode

Roger and Annie discuss the major provisions from the Big Beautiful Bill affecting the 2026 tax season and essential practice management strategies.

Roger and Annie open 2026 by reviewing the major provisions from the Big Beautiful Bill that will affect this tax season, including no tax on tips, overtime exemptions, senior deductions, and car loan interest. They shift focus to practice management essentials that often get overlooked, discussing how to set boundaries with clients, right-size your firm, avoid becoming a bottleneck, and build a sustainable business model that doesn't require working 90-hour weeks. The conversation covers everything from engagement letters and payment policies to contingency planning and post-season evaluation. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode. Links mentioned in this episode Chapters (00:00) - FTU 67 (00:37) - Overview of 2026 Tax Season Changes (02:31) - Key Tax Provisions for 2025 (05:16) - No Tax on Tips and Overtime (11:59) - Senior Citizen Deduction and Car Loan Interest (15:10) - Introduction of Trump Accounts (19:55) - Practice Management and Work-Life Balance (31:12) - The Importance of Delegation and Trust (31:59) - ‌ (34:54) - Contingency…

People in this episode

Hosts: Roger Harris, Annie Schwab

Topics covered

• 2026 tax season
• Big Beautiful Bill
• practice management
• client boundaries
• sustainable business model
• tax provisions
• work-life balance

Keywords

• tax season
• Big Beautiful Bill
• tips tax
• overtime exemptions
• senior deductions
• car loan interest
• client engagement
• work-life balance
• delegation
• contingency planning

Sponsors

Padgett

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