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.
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.
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.
