OT & TIPS
FOR TAX PROFESSIONALS!
EVENT DATE: February 16, 2026 8PM EST
TAX SUMMIT
WE'LL BE LIVE USING TAXSLAYER PRO WEB APP
Come join us and learn how to use the BEST tax software in the industry!
LEARN THE RULES OF THE GAME
Overtime and tip income are showing up everywhere — on clients’ last paystubs and their W-2s. But new rules mean refunds are changing, and many taxpayers won’t receive what they’re entitled to unless their preparer knows exactly what to do.
There are strategies that work — and ignoring them could cost your clients thousands.
If you prepare W-2 returns with overtime, tips, or Head of Household filing status, it’s critical you understand how these new deductions and rules apply in 2025.
In this free, 90 minute virtual training, Jose Tollinchi breaks down why you can’t afford to ignore overtime and tip income changes — and how to confidently apply them on real returns.
WE WILL LIVE WITH USING TAXSLAYER PRO WEB APP
Come join us and learn how to the BEST tax software in the industry!
3 EXPERT SESSIONS
Access to the recording so you can review, refine, and apply what you learn at your own pace.
UNLIMITED REPLAY ACCESS
Access to all recordings so you can rewatch, refine, and apply what you learn at your own pace.
Make OVERTIME & TIPS DEDUCTIONS EASY
The Premier Tax Event
Join us for the free, 90 minute OT & Tips Tax Summit — your practical guide to navigating the new rules around overtime pay and tip income. Learn how these changes impact W-2 returns, Head of Household filing, and major federal deductions that directly affect refunds. Discover where preparers commonly miss opportunities and how to apply the rules confidently and compliantly. This training is typically offered as a paid event, but for a limited time, it’s free to attend.
6M+
About six million tax payers report tipped wages annually
$25
thousand in qualified tip income is the max that can be deducted
$12.5
thousand in qualified overtime is the max that can be deducted
2025
W-2s are not required to be updated for overtime & tips
2026
Schedule and Topics
New overtime deductions
Learn the new deductions, limits, and qualifications tied to overtime income.
Jose Tollinchi
Virtual
February 16
8:00 PM - 8:10 PM
New tips deductions
Learn the new deductions, limits, and qualifications tied to tips income.
Jose Tollinchi
Virtual
February 16
8:10 PM - 8:20 PM
New Head of household rules
Learn the new deductions, limits, and qualifications tied to Head of Houselhold status.
Jose Tollinchi
Virtual
February 16
8:20 PM - 8:30 PM
STEP BY STEP live tax return prep with taxSlayer Pro web
Learn by watching or follow along as we prepare a real return live in TaxSlayer Pro Web
Jose Tollinchi
Virtual
February 16
8:30 PM - 9:00 PM
YOUR HOST
Join us for the Overtime & Tips Tax Summit with Jose Tollinchi.
Jose Tollinchi
MBA, Financial Technology Expert
Jose Tollinchi is a financial technology expert, training consultant, and retired U.S. Army veteran with over 30 years of leadership experience across public and private sectors.
Known as the “Tax Nerd,” Jose brings more than 12 years of hands-on experience in the tax industry, specializing in IRS compliance, return preparation workflows, and the practical application of new tax law changes.
He is the co-founder of TaxPro Accelerator and CEO of The Pivot Method Inc. (dba TaxPro Accelerator and TaxPro Academy), where he develops tax-focused software solutions and delivers professional training to tax firms nationwide.
Jose has trained thousands of professionals and is recognized for translating complex tax and technology topics into clear, actionable strategies tax preparers can apply immediately.
2026
JOIN THE EVENT WAITLIST
SPONSORS & PARTNERS
OUR SPONSORS
Our sponsors share our mission to equip professionals with the tools, insights, and strategies to thrive in the digital asset economy. Their expertise and support help make the Crypto Tax Summit possible—bringing you cutting-edge education, practical resources, and valuable connections.
FAQ
Frequently Asked Questions
Question 1: WHAT TYPE OF TOPICS WILL BE COVERED?
• New federal deductions for overtime income
• Tip income rules and qualification requirements
• Head of Household eligibility updates and common errors
• How overtime and tips impact EITC and Child Tax Credit
• Proper W-2 interpretation (Boxes 1, 3, 5, and 14)
• Return-level deductions vs. payroll reporting
• Documentation and due diligence requirements
• Real-world application inside tax software
Question 2: HOW WILL I JOIN THE EVENT?
The summit will be hosted virtually on Zoom. You’ll receive your access information after registration.
Question 3: WHO SHOULD ATTEND THIS SUMMIT?
• Tax preparers who handle W-2 returns with overtime or tip income
• Professionals serving Head of Household clients
• Tax pros working with EITC and refundable credits
• All Tax Professionals regardless of experience looking to sharpen compliance skills
• Firm owners who want to avoid costly errors and missed deductions
• Anyone who wants to confidently apply the new overtime and tip rules for 2025
Question 4: WILL THE SESSION BE RECORDED?
Yes. All sessions will be recorded and available for on-demand view inside our training community.
Question 5: WHAT ELSE IS AVAILABLE IN THE COMMUNITY?
• Announcements – Stay updated with training schedules, law changes, and important community updates.
• Questions – Ask tax, software, or scenario-based questions and get guidance from peers and experienced professionals.
• Support – Get help with OT, Tips, and HOH questions, compliance concerns, and practical application.
