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DTSTAMP:20260514T050922Z
DTSTART:20270605T180000Z
DTEND:20270605T200000Z
SUMMARY: Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
DESCRIPTION: 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\n  
CLASS:PUBLIC
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