This IRS-approved 2-hour webinar, “2025 Individual Planning: Trump Accounts, PTET, and SALT Planning,” will focus on how the 2025 tax season brings critical shifts in planning strategies, especially when it comes to state and federal interplay. Jason Dinesen, EA, will explore how “Trump Accounts” may reshape retirement and investment planning, the evolving role of Pass-Through Entity Taxes (PTET), and the latest developments in State and Local Tax (SALT) planning. Designed to provide practical guidance and forward-looking insights, this course helps you anticipate changes, reduce liabilities, and deliver value through strategic tax planning.
Learning Objectives
By the end of this webinar, attendees will be able to:
- Evaluate the impact of Trump Accounts on retirement and investment planning.
- Identify PTET opportunities and limitations for business owners.
- Apply updated SALT deduction strategies for high-income individuals.
- Anticipate how upcoming federal and state changes may alter tax outcomes in 2025.
- Integrate tax-saving strategies into year-end planning.
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.
