Understanding Trump Accounts: Working Families Tax Cut (One Big Beautiful Bill Act)
July 1 @ 2:30 pm – 4:30 pm EDT
IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements.
After completing this session, participants will be able to:
- Explain what a Trump Accounts is and who is eligible as a provision under the Working Families Tax Cut (One Big Beautiful Bill Act).
- Describe how and when to open a Trump Account.
- Explain the Pilot Program for $1000 contributions.
- Identify the other four contribution types.
- Explain growth period rules and eligible investments.
- Understand rollover and distribution rules.
- Plus, a live Q & A.
Offered with closed captioning. Closed captioning displays the words that describe the audio portion of the program for viewers who are deaf or hard of hearing. Captions are available in English.
All participants who qualify will receive a Certificate of Completion.
Tax Professionals – Earn up to 2 CE Credits. Category: Federal Tax Law Update
