The Art of the Tax Deal: Trump Accounts Edition

2 IRS CE/CTEC/NASBA CPE*

This course provides EAs, CPAs, and small firm tax professionals with a practical overview of Trump Accounts and their use in client planning. Participants will review eligibility requirements, contribution rules, tax treatment, and reporting considerations in a clear, practice-focused format.
Designed for practitioners serving individuals and closely held businesses, the program emphasizes how to recognize planning opportunities, assess client suitability, and avoid common compliance issues when incorporating Trump Accounts into tax planning conversations.

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*Self-Study recording available for IRS CE Credit only (NO CPE)

NASBA Field of Study: Taxes

IRS Program #: 7Q3WU-T-00917-26
CTEC Course #: 6248-CE-00264