Navigating the Big Beautiful Bill: What Tax Pros Need to Know with Nadia Rodriguez Artwork

Deduct This With Carrie and Lexi

Listen to tax and accounting professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services.

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Practical tips for efficient client interactions.
Proven ways to transition confidently into advisory work.
Effective methods to increase success without hiring additional staff.
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Deduct This With Carrie and Lexi

Navigating the Big Beautiful Bill: What Tax Pros Need to Know with Nadia Rodriguez

August 01, 2025 • Powered By ProConnect Tax • Season 1 • Episode 6

Unlock the key provisions of the “Big Beautiful Bill” and learn how to guide your clients through these critical tax law updates. In this deep dive, Nadia Rodriguez breaks the legislation into three clear buckets: What’s now permanent, what’s brand-new, and what’s enhanced and shows you how to:

Spotlight new deductions (up to $25K for qualified tips, $12.5K for overtime pay, and $10K in auto-loan interest)
Leverage the expanded SALT cap (from $10K to $40K through 2029) for itemizers
Communicate urgent deadlines (EV credits by Sept 30, 2025; energy credits by Dec 31, 2025)
Prioritize client outreach with targeted checklists and workflow tools
Use peer networks, IRS code, and CPE webinars to stay ahead

Whether you’re a solo tax pro or a growing firm, this session equips you to turn complex legislation into clear, year-round advisory value.

Stay informed on the Big Beautiful Bill and safeguard your clients’ success. When you’re ready for best-in-class software to handle whatever comes next, explore Intuit Professional Tax Solutions:
https://accountants.intuit.com/tax-software/

#IntuitProfessionalTaxSoftware #BigBeautifulBill #TaxAdvisory #SALTdeduction #NewDeductions #ClientOutreach #TaxPlanning #AccountingSoftware #CPAWorkflow

Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard

Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.