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VERSION:2.0
CALSCALE:GREGORIAN
METHOD:PUBLISH
PRODID://NDCP//453710
BEGIN:VEVENT
DTSTAMP:20260506T032350
VTIMEZONE:America/Chicago
DTSTART:20260122T150000Z
DTEND:20260122T170000Z
UID:453710
SUMMARY:Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (TAC2)
LOCATION:Webinar
DESCRIPTION:Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (TAC2)\n\n01/22/26 09:00 AM CST\n - 01/22/26 11:00 AM CST\Description:\nMany 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.  Objectives:
 Expertly advise clients regarding the latest on Trump Accounts emanating from OBBBA
 Presenters:Mike Tucker, Ph.D., LL.M., J.D., CPADenise Appleby, MJ, APA, CISP, CRPS, CRCField of Study:Taxes (2)Major Topics:
 Establishing and administering a Trump Account
 Who can make contributions to a Trump Account
 Limits on contributions to a Trump Account
 Employer contributions to a Trump Account
 Participation in the pilot program
 What a Trump Account can invest in
 Basis tracking for after-tax contributions
 Taxation of distributions from a Trump Account
 Rolling a Trump Account into another account
 The potential advantages and disadvantages of having a Trump Account
 Opting out of a Trump Account
 Issues impacting a Trump Account, such as distribution, when the beneficiary turns 18
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (TAC2)<br /><br />01/22/26 09:00 AM CST - 01/22/26 11:00 AM CST<br />Description:<br />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.  <br><br><b>Objectives:</b><br><ul>
    <li>Expertly advise clients regarding the latest on Trump Accounts emanating from OBBBA</li>
</ul><br><b>Presenters:</b><br>Mike Tucker, Ph.D., LL.M., J.D., CPA<br>Denise Appleby, MJ, APA, CISP, CRPS, CRC<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Establishing and administering a Trump Account</li>
    <li>Who can make contributions to a Trump Account</li>
    <li>Limits on contributions to a Trump Account</li>
    <li>Employer contributions to a Trump Account</li>
    <li>Participation in the pilot program</li>
    <li>What a Trump Account can invest in</li>
    <li>Basis tracking for after-tax contributions</li>
    <li>Taxation of distributions from a Trump Account</li>
    <li>Rolling a Trump Account into another account</li>
    <li>The potential advantages and disadvantages of having a Trump Account </li>
    <li>Opting out of a Trump Account</li>
    <li>Issues impacting a Trump Account, such as distribution, when the beneficiary turns 18 </li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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DESCRIPTION:Reminder
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