Form W-4 is far more than a payroll document—it's one of the most effective tools available for helping clients improve cash flow, reduce tax surprises, and make informed tax planning decisions throughout the year.

In this practical course, recorded on July 9, 2026, Jason Dinesen, EA, explains how recent tax law changes and the redesigned Form W-4 have created new planning opportunities for 2026.

You'll learn how withholding works, when clients should update Form W-4, and how recent OBBBA provisions involving qualifying tips, overtime, vehicle loan interest, charitable contributions, and senior deductions may influence withholding decisions.

The course also explores common withholding mistakes involving multiple jobs, dual-income households, tax credits, and additional sources of income while providing practical recommendations for correcting withholding before tax season arrives.

You'll also gain a better understanding of employer responsibilities, IRS regulations, Publication 15-T, electronic Forms W-4, and payroll compliance requirements.

Whether you provide tax preparation, planning, or payroll support, you'll leave with practical strategies you can immediately apply during client meetings.

Learning Objectives

Participants will learn how to:

• Explain how federal income tax withholding is calculated.
• Identify common causes of inaccurate withholding.
• Evaluate when Form W-4 changes are appropriate.
• Apply withholding planning strategies using current IRS guidance.
• Understand employer responsibilities relating to withholding certificates.

FAQs

Does this course focus only on Form W-4?

No. It also covers planning strategies, withholding regulations, payroll considerations, and practical client scenarios.

Will multiple-job situations be discussed?

Yes. Multiple jobs and two-income households are among the primary planning topics.

Is this useful after tax season?

Absolutely. Mid-year withholding reviews are one of the best opportunities to improve year-end tax outcomes.