Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals

Overview

This course provides tax & accounting professionals with a focused overview of Trump Accounts & their practical application in client planning. Participants will examine eligibility requirements, contribution rules, tax treatment & reporting considerations.

Through practical examples, the course emphasizes evaluating suitability, identifying planning opportunities & avoiding common compliance pitfalls when incorporating Trump Accounts into client strategies.

Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab & submit to terri.storer@acpen.com