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DTSTAMP:20260425T001720
VTIMEZONE:America/Chicago
DTSTART:20270327T180000Z
DTEND:20270327T200000Z
UID:510928
SUMMARY:Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
LOCATION:Webinar
DESCRIPTION:Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals\n\n03/27/27 01:00 PM CST\n - 03/27/27 03:00 PM CST\Description:\nThis 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.
 *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 and submit to terri.storer@acpen.com
  
 Speakers:Arthur Werner\Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals<br /><br />03/27/27 01:00 PM CST - 03/27/27 03:00 PM CST<br />Description:<br /><p style="margin-bottom:11px">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.</p>

<p>Through practical examples, the course emphasizes evaluating suitability, identifying planning opportunities, and avoiding common compliance pitfalls when incorporating Trump Accounts into client strategies.<meta charset="UTF-8" /></p>

<p dir="ltr"><strong>*Please Note:&nbsp; 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 and submit to terri.storer@acpen.com</strong></p>

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<br><b>Speakers:</b><br>Arthur Werner<br><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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