2026 Trump Accounts A Detailed Explanation & New Planning Strategies
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CREDITS: 1
CATEGORY: Taxation
SPEAKER: Arthur J. Werner, Esq.
DATE: 7/27-30 or 8/10-13 or 8/19 or 9/14-17 or 9/24 or 10/21
TIME: View Anytime Between 9:00 A.M. - 5:00 P.M. Eastern - Seminar Duration is 1 Hour
LOCATION: All New (2026) Pre-Recorded Webinar With Live Q&A
Trump Accounts are now live, and there is a lot to learn! This course will provide you with everything that that you need to know about Trump Accounts so that you will be able to better serve your clients’ planning needs.
Click On The Video Below To View A Demo of This Seminar
Topics & Learning Objectives Include:
- Who is eligible to receive the $1,000 necessary to open a Trump Account?
- How does one open a Trump Account?
- Who owns the account, the child or the parent?
- Who can contribute additional funds to the account and how much can be contributed each year? Are contributions subject to gift tax?
- Where can the funds be invested?
- What is taxable?
- When is it taxable?
- To whom is it taxable?
- Can funds be withdrawn prior to age 18 and how?
- What is the potential growth and how does it compare to other accounts such as the 529 plans?
- And more!
Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.
- Program Level: Overview
- Prerequisites: Basic Knowledge of Federal Taxation
- Advance Preparation: None Required