Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
Online
2.00 Credits
Member Price $89.00
Non-Member Price $119.00
Overview
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
Objectives
- Identify eligibility requirements and contribution rules applicable to Trump Accounts
- Determine the tax treatment and reporting requirements associated with Trump Accounts
- Evaluate planning opportunities for incorporating Trump Accounts into client strategies
- Recognize common compliance risks and errors related to Trump Accounts
Highlights
- Overview of Trump Account structure and purpose
- Eligibility and contribution limitations
- Tax treatment and reporting considerations
- Planning strategies for individuals and businesses
- Common pitfalls and audit considerations
Designed For
CPAs, EAs, tax professionals, and attorneys, as well as other financial professionals involved in tax planning and client advisory services
Prerequisites
Basic knowledge of individual taxation
Preparation
None
Notice
Your webinar can be accessed via https://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.
Leader(s):
Leader Bios
Arthur Werner, JD, MS, President, Werner-Rocca Seminars, Ltd.
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.
In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Non-Member Price $119.00
Member Price $89.00