Middle-income taxpayers often feel stuck—earning “too much” for valuable tax credits and “not enough” to benefit from high-level planning strategies. This course bridges that gap and equips tax professionals with practical, achievable tax-reduction strategies tailored to the needs of everyday earners.
Through real-world examples, proactive planning techniques, and clear guidance, tax preparers will learn how to identify tax-saving opportunities that directly impact the households they serve most. Topics include AGI management, income-timing strategies, loss harvesting, above-the-line deductions, HSAs, IRAs, education credits, dependent care planning, and more. By the end, you’ll be able to confidently implement strategies that help middle-income clients reduce tax liability and keep more of what they earn.
Learning Objectives:
After completing this course, you will be able to:
• Identify tax-saving strategies tailored to middle-income households
• Apply AGI-based planning to increase access to credits and deductions
• Evaluate when income deferral and loss harvesting provide tax advantages
• Understand key HSA and IRA rules to maximize tax-advantaged savings
• Compare education benefits and dependent care options for optimal outcomes
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.
