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Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting & Finance Professionals

Available Until

Online

2.00 Credits

Member Price $476.00

Non-Member Price $576.00

Overview

Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss the comparison between Trump Accounts and other accounts, such as 529 Plans and Roth IRAs. In addition, coverage will be provided on how the pilot program will function to give $1,000 to newborns.

Note: This is an on-demand webcast self-study course.

Non-Member Price $576.00

Member Price $476.00