Payroll One Big Beautiful Bill (OBBB) Mastery Certification

Master the One Big Beautiful Bill: Payroll Law, Compliance, and Strategy Simplified

Approved for HRCI and SHRM recertification credits
Brian Escobar Brian Escobar
Walter William Duncan III Walter William Duncan III
The Payroll One Big Beautiful Bill (OBBB) Mastery Certification Course, sometimes referred to as OB3, helps payroll professionals navigate the nation’s largest payroll reform with clarity and confidence. In five focused sessions, you’ll learn how to interpret, implement, and manage OBBB changes while protecting your organization, supporting your team, and advancing your payroll expertise.

Course Outcomes

    • Interpret key OBBB (OB3) provisions affecting payroll operations
    • Apply 2025–2026 compliance and reporting requirements
    • Develop documented transition and audit-ready processes
    • Advise HR, finance, and leadership on payroll strategy
    • Build a sustainable system to manage ongoing OBBB updates
    • One certification exam attempt is included

Outline

A five-session certification program equipping payroll professionals to understand, plan, and lead compliance under the One Big Beautiful Bill (OBBB), sometimes referred to as OB3. Learn to interpret new payroll laws, adapt systems, and confidently guide your organization through implementation.

Session 1: Understanding the One Big Beautiful Bill (OBBB)

  • Overview of the OBBB, sometimes referred to as OB3
  • Who it impacts and how payroll fits into the transition
  • Key definitions: MAGI, qualified tips, qualified overtime
  • Understanding transition relief and where to find official updates

Session 2: Payroll’s Core Impact Areas

  • How OBBB changes overtime, tips, and taxable wage calculations
  • Review of new reporting requirements and W-2 layout changes
  • Sample calculation walkthroughs for common payroll scenarios
  • Practice questions to reinforce learning and accuracy

Session 3: Implementation and Compliance in Practice

  • 2025 vs. 2026 transition timelines and what stays “business as usual”
  • Process validation and vendor readiness checklists
  • Documentation standards that make audits smoother
  • Federal and state alignment strategies for multi-state employers

Session 4: Deadlines, Timelines, and Industry-Specific Impact

  • Rollout calendar of key IRS and Department of Labor updates
  • What to expect across industries: hospitality, healthcare, retail, education
  • Employer-size compliance differences and gray-area issues to watch
  • Interactive “what would you do?” case study review

Session 5: Beyond Payroll — Leading Organizational Readiness

  • Cross-functional effects on HR, benefits, and tax teams
  • Connections to childcare credits, fringe benefits, and student loan repayment
  • Developing a payroll communication plan that builds trust
  • Final OBBB readiness checklist and certification preparation

What's Included

The Payroll One Big Beautiful Bill (OBBB) Mastery Certification course includes the following:

  • 📊

    Course access and recordings

    Access your course and any included recordings through your customer dashboard
  • 📚

    Course materials

    Includes PDFs of the presentation and any additional resources provided by the expert presenter
  • 🎓

    Certificates and exams

    • Certificate of attendance included with all courses
    • Certification courses include one exam attempt
    • Successful graduates will receive an official certification along with verified digital credentials
  • 🎯

    Class experience

    • Live sessions are small and focused to support questions and discussion
    • Self-paced on-demand courses allow you to move through the material on your own schedule
Recommended Audience

Who Should Attend?

  • Payroll specialists, coordinators, managers, supervisors, administrators, and leads
  • Payroll processing staff responsible for day-to-day compliance and reporting
  • HR and benefits managers or administrators supporting payroll transition
  • Financial managers and staff involved in payroll oversight or reconciliation
  • Small business owners who manage in-house payroll operations
  • Employers preparing for the One Big Beautiful Bill (OBBB), sometimes referred to as OB3
  • Organizations in high-impact industries such as hospitality, healthcare, retail, and education
  • Professionals seeking clear, actionable guidance to protect their organization and communicate payroll changes confidently
APPROVAL AND VALIDITY

Credits

  • This program has been approved for 5.0 general recertification credit hours toward PHR, SPHR, and GPHR recertification through the HR Certification Institute.
  • This program is valid for 5.0 PDCs for the SHRM-CP or SHRM-SCP.
Approval and validity

Certifications

A comprehensive online exam will be administered at the end of the course to assess your knowledge and understanding of principles and practices. The exam must be completed within 60 days of the last live event or the date of on-demand purchase. A paid extension may be requested for a maximum completion window of 120 days, after which the exam window closes.

Certification: Upon successful completion of the final exam (with a score of 80% or higher) and meeting the attendance requirements, you will receive a digital credential, validating your expertise and commitment to advancing your career.

*Certification delivered via email within 5-7 business days of passing.

Course Certificate Example

Earn Your Certification

CareerLearning hosts and verifies every certification through our official website, ensuring employers can easily confirm your credentials.

Your Instructors

Brian Escobar
ABOUT —

Brian Escobar
  • Over 20 years of expertise in payroll
  • HR

Brian brings over 20 years of expertise in payroll, HR, and finance, with a career spanning across various sectors including education, commercial real estate, construction, retail, staffing, and technology. His core competencies are evident in areas such as team development, implementing systems, enhancing processes, and ensuring data accuracy. Brian is the co-host of a popular payroll podcast and harbors a deep passion for teaching.

Walter William Duncan III
ABOUT —

Walter William Duncan III

Walter is a payroll veteran with over two decades of experience. From his time in the US Navy to optimizing business processes, Walter ensures financial operations run smoothly. His expertise spans across startups to major corporations, aiding businesses of all sizes. As a co-host of a renowned payroll podcast, he shares invaluable insights worldwide.
But he's not just about numbers and spreadsheets. Walter knows that behind every successful business are people, and he's passionate about supporting them too. Whether it's providing services to startups, small businesses, or established entities, Walter is dedicated to helping them thrive.
And if you're into podcasts, you might have heard him already. Walter is the co-host of a popular payroll podcast where he shares his insights and expertise with listeners from around the world. So, whether you're a business owner looking to streamline your payroll processes or just someone interested in the world of payroll, Walter's got you covered.

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Payroll One Big Beautiful Bill (OBBB) Mastery Certification
5 Sessions 60 Minutes Each
December 8 - 12; 12:00 - 1:00 PM EST (On Demand Access Included)
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Payroll One Big Beautiful Bill (OBBB) Mastery Certification
Live Session
On-Demand

5 Live Sessions 60 Minutes Each

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Live Sessions with Recordings
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On Demand Recordings Only (Available now)
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What You'll Receive:

  • ✔️ On-demand access for one year
  • ✔️ PDF slides + course resources & links
  • ✔️ Certificate of completion
  • ✔️ One certification exam

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