Tax rules are shifting fast, and “average” earners are facing both new opportunities and new pitfalls. This advanced, strategy-focused session goes beyond foundational planning and delivers deeper, more technical tactics designed to protect deductions, optimize timing, and avoid costly mistakes.

From charitable strategy changes coming in 2026, to the new overtime and tip deductions under OBBB, to daycare planning, Roth complications, IRA basis traps, expanded 529 opportunities, and state-specific twists—this webinar equips you with forward-looking, highly practical guidance you can apply immediately.

While this webinar complements the material presented in 2025 Tax Strategies for Middle-Class Taxpayers, it also introduces additional strategies, expanded updates, and more technical guidance tailored to real-world planning. 

Learning Objectives

By the end of this webinar, attendees will be able to:

1.      Apply the new overtime and tip deduction rules, including qualification standards, phaseouts, and documentation requirements.

2.      Use 2026 charitable contribution changes to strategically guide clients on standard vs. itemized deductions.

3.      Identify IRA basis and Roth conversion pitfalls to prevent unexpected taxability during conversions or withdrawals.

4.      Leverage expanded 529 plan and education-related qualified expenses, including CE fees and K-12 expansions.

5.      Recognize the tax implications of rental property sales, including depreciation recapture, Section 121 opportunities, and realistic 1031 expectations.

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.