Escape Middle-Income Tax Traps – Tax Strategies That Work
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From: $179.00
Date: February 6th , 2026
Time: 1pm ET | 12pm CT | 11am MT | 10am PT
Duration: 210 Minutes
Description:
Navigate the shifting tax world with confidence: Middle-income households are squeezed by post-TCJA deduction limits and fresh OBBB rules on credits, energy incentives, and 529 flexibility. Tax planning feels complex—but it doesn’t have to be.
Join us for this actionable CPE course packed with real-world strategies that turn “average” taxpayers into savvy planners. Go beyond basic filing to unlock smart moves like income deferral, above-the-line deductions, and tax-smart savings.
Key Strategies You’ll Master:
OBBB Game-Changers: Boost energy credits with higher limits, expand 529 withdrawals for eligible expenses, and prep for 2025 sunsets impacting AGI and optimizations.
Everyday Wins: Update W-4s effectively, max HSAs/IRAs, and tap daycare flex plans. See Maria defer her bonus or Joey sidestep crypto wash-sale pitfalls.
Pressure Relief: Earn too much for low-income aid? Not enough for elite strategies? Learn to ease the squeeze.
Hot Topics: Enhanced charitable limits, new overtime/tip deductions, dependent/daycare planning, IRA/529 expansions, plus pitfalls in rentals, Section 121 gains, and state quirks.
Major Topics:
Income Timing and Planning
Capital Loss Harvesting Tactics
OBBB-Enhanced Tax Credits
Retirement Contribution Strategies
Education and 529 Plan Update
Updated charitable deduction strategies
Overtime and tip tax benefits
IRA and education planning
Rental property gain issues
State tax challenges overview
Learning Objectives
Master AGI & OBBB Impacts: Discuss how thresholds and new provisions supercharge tax credits for middle-income filers.
Unlock Savings Powerhouses: Identify $1,000+ opportunities via HSAs, IRAs, and expanded post-OBBB incentives.
Strategize Capital Losses: Explain smart management under current rules to offset gains and cut liabilities.
Optimize Deductions: Differentiate above-the-line vs. itemized post-OBBB for maximum write-offs.
Boost Cash Flow with W-4s: Analyze updates and their real effects on withholdings and take-home pay.
Apply OBBB Deduction Rules: Leverage new rules to slash taxes for middle-income households.
Spot Efficiency Wins: Identify IRA, daycare, and expanded 529 strategies for big savings.
Dodge State Tax Headaches: Recognize common pitfalls hitting average-income clients.
Build Tailored Plans: Develop real-world strategies that deliver results for middle-income taxpayers.
Credits and Other information:
Recommended CPE credit – 3.5
Recommended field of study – Taxes
Session Prerequisites and preparation: None
Session learning level: Basic
Location: Virtual/Online
Delivery method: Group Internet Based
Attendance Requirement: Yes
Session Duration: 3.5 Hours
Who Will Benefit:
CPA
Enrolled Agents (EAs)
Tax Professionals
Attorneys
Other Tax Preparers
Finance professionals
Financial planners
About Our Speaker
Jason Dinesen , EA
President, Dinesen Tax & Accounting, P.C.
Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Jason brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics. Jason has developed a strong following within the professional community for tax-related subjects. Jason is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.
