Helping Clients Find Tax Savings When Deductions Are Limited
Many tax professionals are hearing the same question from clients: “Is there anything I can do to lower my taxes?” For middle-income households, the answer often feels complicated. Higher standard deductions, limited itemized write-offs, and permanent changes under the One Big Beautiful Bill Act (OBBBA) have made traditional tax planning strategies harder to apply.
Yet meaningful opportunities still exist.
This two-hour, strategy-driven webinar explores practical planning approaches that can make a real difference for everyday taxpayers. Instead of relying on high-level planning designed for ultra-wealthy clients, this session focuses on strategies that apply to the households tax professionals serve most often.
You’ll learn how to evaluate income timing, navigate AGI-sensitive deductions and credits, apply retirement and HSA planning, and identify overlooked opportunities that can improve a client’s tax outcome. We’ll also examine key OBBB developments affecting planning decisions in 2025 and 2026.
If your clients are earning solid incomes but still feel squeezed by taxes, this webinar will help you deliver smarter guidance and actionable solutions.
Learning Objectives
By the end of this webinar, participants will be able to:
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Identify tax-planning opportunities that still apply to middle-income taxpayers despite higher standard deductions.
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Evaluate how AGI thresholds influence eligibility for deductions, credits, and retirement planning strategies.
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Apply income-timing techniques that can shift taxable income between years when appropriate.
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Use capital loss harvesting and investment timing to manage taxable gains.
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Incorporate Health Savings Accounts and retirement contributions into practical tax-reduction strategies.
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Recognize withholding problems created by the modern Form W-4 structure and recommend corrections.
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Analyze how recent OBBB changes influence deductions, credits, and planning conversations with 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.
