Date/Time
8/29/2026
11:00 AM - 1:00 PM Central
11:00 AM - 1:00 PM Central
Course Registration
Credits
2 Credits
Event Type(s)
Webinars
Event Description
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.
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
Webinar
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