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DTSTAMP:20260507T105625Z
DTSTART:20260710T180000Z
DTEND:20260710T200000Z
LOCATION: **Online**
SUMMARY: ACPEN: Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
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\n 

Through practical examples\, the course emphasizes evaluating suitability\, identifying planning opportunities\, and avoiding common compliance pitfalls when incorporating Trump Accounts into client strategies.\n  

*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\n  


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CLASS:PUBLIC
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