Webinar: Trump Accounts by Professional Tax Institutes, Inc.

There has been so much guidance in the last few months, how do we know what is right? This presentation will try to clarify what we know and how to manage the Trump Accounts.

Webinar

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Buy a Ticket $89.00

About This Webinar

Trump Accounts are tax-advantaged investment accounts for U.S. children under 18, designed to jumpstart long-term financial security. They carry a one-time $1,000 federal seed deposit for eligible children born between 2025 and 2028. Family and friends can contribute up to $5,000 annually, and employer contributions are also permitted. We will discuss the latest IRS guidelines and forms.

IRS Provider #0FY01 & NASBA Sponsor ID #103026

Program Details
Learning Objectives: Upon completing this event, participants will:
• Understand how to establish and manage Trump Accounts.
• Provide clients with information about planning strategies.

Delivery Method: Group-Live

Program Knowledge Level: Intermediate

Prerequisite(s): At least two years of professional experience with tax return preparation, along with knowledge of basic tax law, rules, and regulations.

Advanced Preparation: None

Materials: The digital version of the presenter's presentation will be provided along with IRS resources

Complaint resolution policy: Complaints regarding registered sponsors may be submitted to the following:
• National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Sponsor Number: 103026,
• Return Preparer Office Continuing Education via email rpo.ce@irs.gov Provider number: OFY01,
• Professional Tax Institutes, Inc. through our website: https://ptitax.com/contact/get-in-touch/

Agenda

How do they work?
Various types of contributions
Growth period rules
Distributions and taxation

Presenter

Ronald D Powell, Ocean Isle Beach, NC

Enrolled Agent, Webinar Host

Ron is a graduate of East Carolina University, BA and a graduate of Webster University, MA summa cum laude. He has more than 30 years of experience in accounting and tax preparation. He is enrolled to practice before the IRS and has been presenting continuing education programs for over 25 years. He has been with PTI since 2017.

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