Name
Individual Taxation: Order Up (But 86 the Taxes): The New Rules Governing No Tax on Tips and Overtime
Date & Time
Wednesday, January 7, 2026, 2:15 PM - 3:30 PM
Corey Husak
Description

This panel will address the O3BA deductions for tips and overtime. We will cover how qualified tips and overtime are defined, eligibility for the deductions and limitations/phase outs, payor tracking and reporting requirements, individual substantiation requirements, transition relief for 2025, and how withholding will change to take the deductions into account.