OBBBA introduced new tax rules that are creating both planning opportunities and reporting challenges.
This course, recorded on May 6th, 2026, helps professionals better understand how these changes may impact higher-level client planning, tax preparation decisions, and future filings.
Jason Dinesen, EA, breaks down real-world applications of new legislation, focusing on areas that may generate client questions throughout 2026.
Learning Objectives
After completing this course, participants will be able to:
- Analyze new deduction opportunities created by OBBBA
- Identify planning opportunities related to charitable contributions
- Explain new reporting requirements
- Understand refund opportunities tied to recent tax court developments
- Recognize planning opportunities involving education savings
This course counts for 2 Hours of Federal Tax Law for IRS Continuing Education.
Frequently Asked Questions (FAQ)
When was this course recorded?
This course was recorded on May 6th, 2026, and reflects guidance available at that time.
What planning topics are covered?
This course includes planning discussions related to:
- Charitable contribution strategies
- Standard deduction decisions
- Trump Accounts
- 529 planning opportunities
- Vehicle interest deductions
- Potential refund opportunities related to the Kwong case
Does this course cover reporting updates?
Yes. It includes important reporting changes involving W-2 forms, 1099 reporting requirements, and self-employed income reporting.
Will this course help with client planning conversations?
Yes. This course helps professionals prepare for client questions related to new deductions, savings opportunities, and changing tax rules.
Does the course cover recent court developments?
Yes. Jason discusses the Kwong case and how it may affect interest and penalty refund claims.
Is this course available online?
Yes. This course is available online and can be completed at your convenience.
About the Presenter:
Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert, and a well-known presenter of continuing education courses.
Known for his sharp tax interpretations, he is one of the quickest to bring the analysis of the latest tax updates and IRS guidance to the professional community. Jason has coached over 200,000 accounting, tax, and HR professionals on various topics of accounting, individual taxation, corporate taxation, professional ethics, and much more.
He has presented dozens of webinars on Form 1099 (for 10 years on this subject!), marriage in the tax code, tax updates, the new Form W-4, payroll updates, filing status, tax credits, corporation and partnership taxation, and other issues relating to the modern-day setting.
