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.
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
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.
