Understanding Form W-4 requires more than simply completing a withholding certificate. Tax professionals must understand the regulations, payroll rules, employer responsibilities, and planning opportunities that affect federal income tax withholding throughout the year.

In this comprehensive course, recorded on July 9, 2026, Jason Dinesen, EA, reviews the latest Form W-4 updates for 2026 while explaining how recent OBBBA provisions influence withholding calculations and planning decisions.

It covers withholding regulations, Publication 15-T, employer compliance responsibilities, electronic Forms W-4, substitute withholding certificates, multiple-job situations, additional withholding strategies, and practical methods for helping taxpayers improve withholding accuracy.

You'll also examine new deduction provisions involving qualifying tips, overtime, vehicle loan interest, senior taxpayers, charitable contributions, and other changes affecting Form W-4 planning.

Designed for professionals seeking practical, real-world guidance, this course combines technical accuracy with immediately applicable planning strategies.

Learning Objectives

After completing this course, participants should be able to:

• Describe the purpose and operation of Form W-4.
• Identify significant withholding changes for 2026.
• Explain employer responsibilities under the withholding regulations.
• Apply practical planning strategies using Form W-4.
• Recognize situations that commonly result in under-withholding or over-withholding.

FAQs

Will IRS regulations be discussed?

Yes. The course covers withholding regulations, employer responsibilities, and related IRS guidance.

Does the course discuss payroll calculations?

Yes. Publication 15-T, withholding calculations, and payroll considerations are included.

Are practical client examples included?

Yes. The course uses numerous real-world examples covering common withholding situations.