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This course provides tax and accounting professionals with a focused overview of Trump Accounts and their practical application in client planning. Participants will examine eligibility requirements, contribution rules, tax treatment, and reporting considerations. Through practical examples, the course emphasizes evaluating suitability, identifying planning opportunities, and avoiding common compliance pitfalls when incorporating Trump Accounts into client strategies.

Learning Objectives:

  • Identify eligibility requirements and contribution rules applicable to Trump Accounts.
  • Determine the tax treatment and reporting requirements associated with Trump Accounts.
  • Evaluate planning opportunities for incorporating Trump Accounts into client strategies.
  • Recognize common compliance risks and errors related to Trump Accounts.
  • Recognize how a Trump account compares to other types of savings accounts.
  • Recall eligibility and establishment process.
  • Identify how different contribution sources are taxed and how basis is tracked.
  • Estimate distribution guardrails and behavioral risk at age 18.
  • Identify unresolved areas awaiting further guidance.
  • Recall Trump accounts in client conversations as a catalyst for broader next-generation family value discussions.

Major subjects:

  • Overview of Trump Account structure and purpose.
  • Eligibility and contribution limitations.
  • Tax treatment and reporting considerations.
  • Planning strategies for individuals and businesses.
  • Common pitfalls and audit considerations.

Who should take this program?

CPAs, EAs, tax professionals, and attorneys, as well as other financial professionals involved in tax planning and client advisory services .

Credits and Other information :

  • IRS CPE Credits: 2.0 TAX
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Session Duration: 120 Min
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

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Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

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Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

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