EVENT DESCRIPTION
Middle-income taxpayers often experience the most tax pressure because they earn too much to benefit from low-income relief provisions, yet not enough to take advantage of high-income planning strategies.
As tax laws continue shifting under new IRS guidance and post-2025 sunset rules, professionals serving this demographic must stay informed on evolving deductions, credits, and compliance traps. This CPE course provides a practical and accessible overview of the strategies that most effectively reduce tax burdens for middle-income households.
This course is part 2 and examines enhanced charitable contribution limits, the new overtime and tip deduction rules, daycare and dependent planning, and retirement-related opportunities involving IRAs and expanded 529 uses. It also highlights common pitfalls related to rental properties, Section 121 gains, and state tax inconsistencies.
Major Topics:
Updated charitable deduction strategies
Overtime and tip tax benefits
IRA and education planning
Rental property gain issues
State tax challenges overview
By the end of this CPE course, participants will understand how these components interact and how to deliver tailored, effective tax planning for middle-income clients.
EVENT OBJECTIVE
• Apply new deduction rules relevant to middle-income household tax planning.
• Identify IRA, daycare, and expanded 529 opportunities for tax efficiency.
• Evaluate rental property gains, Section 121 limits, and reporting concerns.
• Recognize key state tax pitfalls affecting average-income clients.
• Develop practical planning strategies tailored to middle-income taxpayers.
