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New Big Beautiful Bill Deductions: One Checklist to Catch Gaps and Launch Summer Planning Packages

New Big Beautiful Bill Deductions: One Checklist to Catch Gaps and Launch Summer Planning Packages

Published: April 28, 2026

The Big Beautiful Bill introduced new deductions mid-filing season and depending on when your clients’ returns were prepared, some of those deductions may not have made it in. The good news? There’s still time to check and, even better, time to get paid for what comes next.

With major tax law changes approaching in 2026, firms have a rare opportunity to reposition their services and deepen client value. Jackie Meyer, CPA and founder of TaxPlanIQ, breaks down what practitioners need to know now about the “Big Beautiful Bill” and how to prepare clients.

The session also explores how SmartVault’s AI-powered client intake technology can streamline tax planning by generating tailored client questionnaires from prior year returns, reducing friction and improving accuracy. Attendees will leave with practical strategies to modernize their workflows and elevate their advisory offerings for 2026 and beyond.

When: Wednesday, May 13, 2026 · 2:00 p.m. Eastern Time (US & Canada) (GMT -4:00)

Agenda

  • Understand the most impactful 2026 tax changes and how they create new planning opportunities for firms and clients
  • Learn how to turn new OBBBA deductions into high-value planning packages your firm can charge thousands for starting this summer
  • See how AI generated, client specific questionnaires can reduce data gaps and streamline planning
  • Explore how to prepare organizers and client intake processes for the 2025–2026 season using SmartVault’s capabilities
  • Identify ways to combine strategic tax planning with secure, automated document workflows for a more efficient client experience