2026 Tax Update Webinar:

What Small Business Owners Need to Know

With Mary Roberts

Tuesday February 10th 12:00 pm

$15 DONATION TO MEL MILLER FOUNDATION

ZOOM

Tax laws continue to evolve, and the One Big Beautiful Bill (OB3) introduces several changes that will directly impact small business owners, employees, and individual taxpayers in 2025, 2026, and beyond.

This webinar is designed for business owners who want a practical, plain-English explanation of what’s changing, who qualifies, and how to prepare—without needing a tax background. Our goal is to help you understand the rules well enough to make informed decisions and work more effectively with your tax professional. We will cover key updates including new deductions for tips and overtime, expanded Health Savings Account (HSA) eligibility, changes to 1099-K reporting thresholds, new Trump Accounts for children, enhanced deductions for seniors, and a new deduction for car loan interest.

We’ll also discuss what documentation may be required, how these changes affect payroll and reporting, and when the new rules take effect.

Key Takeaways

• Understand the most impactful tax changes under OB3 and how they apply to small business owners and employees

• Know what to prepare now to ensure accurate reporting and smoother tax filings for 2025 and future years

• Gain clarity on eligibility and limits so you can have more productive conversations with your tax professional

This session is ideal for small business owners who want clarity, confidence, and fewer surprises during tax season. This educational session also serves as a fundraiser in support of CHM programs and initiatives.

About Your Speaker:

Mary Roberts, EA, is a Charlotte-based tax professional with nearly two decades of experience helping small businesses and individuals navigate complex tax and financial matters. She took over her family’s accounting practice in 2007 and continues a long-standing legacy of client-focused service. Mary holds degrees in Management and Psychology from Metro State University of Denver, with additional graduate-level studies at UNC Charlotte. She currently serves as President of the Charlotte Chapter of the North Carolina Society of Accountants and President-Elect at the state level.

CHM Members & Guests Welcome!