This CTEC-approved continuing education course provides tax professionals with practical strategies to help middle-income clients reduce tax liability and increase net savings. While many tax courses focus on either high-income planning or low-income credit optimization, this course fills the critical gap in planning for the “middle”—the taxpayers most professionals serve every day.

Prepares participants to implement real, attainable tax-saving strategies across AGI planning, income timing, loss harvesting, above-the-line deductions, HSAs, IRAs, education benefits, dependent care, and more. This is a national-content CTEC course and does not include California-specific rules.

Learning Objectives:

Upon completion, participants will be able to:
• Recognize tax-reduction opportunities available to middle-income households
• Apply AGI-focused planning to maximize tax benefits and credits
• Evaluate income-timing and loss-harvesting strategies for taxpayer advantage
• Utilize HSA and IRA rules to improve client tax outcomes
• Guide clients on education and dependent care strategies to lower taxable income

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.