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Friday, October 17, 2025 Live Webcast

Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals Webinar (X1-TAC2-2025-01-WEBNR-290-01)

10:00 AM - 12:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

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.

DESIGNED FOR

All accounting and finance practitioners

BENEFITS

  • Expertly advise clients regarding the latest on Trump Accounts emanating from OBBBA

HIGHLIGHTS

  • 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

COURSE LEVEL

Basic

ADVANCE PREPARATION

None

INSTRUCTOR

Michael Tucker

Michael J. Tucker, CPA, Ph.D., J.D., LL.M.

Ph.D., JD, CPA

Professional Education Network

Read bio

PRICING

$109.00 - Member

$119.00 - Nonmember

Register Today


Note: Online pre-registration will close on October 17 at 9:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

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