Many taxpayers assume their tax situation is fixed once their income reaches the middle-income range. However, thoughtful tax planning can still uncover valuable opportunities to reduce taxable income and improve long-term tax outcomes.
In this course recorded on March 11, tax instructor Jason Dinesen, EA, walks through practical tax strategies designed specifically for middle-income households. Participants will explore planning opportunities involving income timing, above-the-line deductions, capital losses, retirement contributions, HSAs, and withholding strategies.
The course also highlights recent OBBB developments and planning considerations for 2025 and 2026, helping California tax professionals understand how evolving rules may affect their clients.
Designed for tax professionals preparing individual returns, this course provides clear guidance and practical examples that can be applied immediately when assisting everyday taxpayers.
Learning Objectives
After completing this course, participants will be able to:
• Identify tax planning opportunities for middle-income taxpayers.
• Explain how AGI affects eligibility for deductions and credits.
• Recognize strategies for managing income and reducing taxable income.
• Understand the tax benefits of HSAs, retirement contributions, and capital loss planning.
• Apply withholding and deduction planning techniques when advising clients.
This course counts for 2 Hours of Federal Tax Law for IRS Continuing Education.
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.
