The Trump Accounts (IRC §530A) were established under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025. These new accounts introduce important planning opportunities—and compliance considerations—for tax professionals and advisors.

This course provides an in-depth analysis of Trump Accounts and their practical application in client planning. Participants will gain a clear understanding of eligibility requirements, contribution rules, and tax treatment, along with key reporting and compliance considerations. Funds in these accounts are invested in low-cost U.S. equity index funds and grow tax-deferred until the child turns 18, at which point the account converts to a traditional IRA, creating additional planning considerations for distributions and long-term tax strategy.

The Trump Accounts are designed to:

  • IRS guidance regarding gift taxes and FAFSA treatment
  • Provide every newborn with a government funded starting balance
  • Allow families to contribute additional funds over time
  • Enable tax advantaged growth similar to existing retirement or 529 plans
  • Create a lifetime asset base that can be used for education, homeownership, or retirement
  • Encourage early financial literacy and long term wealth accumulation

For CPAs and financial advisors, this represents a new planning vehicle, a new compliance area, and a new opportunity to guide families on long term financial strategy. This two-hour program, taught by award-winning instructor Charles Montecino, will dive deeply into the regulations, tax ramifications, and business opportunities.

Join us! Upon completion of the course, you will be able to:

  • Explain IRC §530A structure and how it differs from IRAs, Roth IRAs, and 529 plans
  • IRS guidance regarding gift taxes and FAFSA treatment
  • Help clients understand the potential growth in the Trump Accounts
  • Master mixed-basis rules tracking pre-tax vs. after-tax contributions across multiple sources
  • Advise on Form 4547 filing requirements, timing, priority order, and enrollment mechanics
  • Identify gift tax exposure
  • Discuss future Roth conversions with clients
  • Address state conformity
  • Recognize IRS guidance gaps
  • Recognize the business opportunities to advise clients and grow your practice

Credits and Other information :

  • IRS CPE Credits: 2.0 TAX
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

1. How can I register for this webinar/course?

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3. What is web download and transcript or On demand session?

 The web download grants access to the webinar recording, enabling you to receive a link to download and save it on your computer for convenient viewing, multiple times.

 The transcript offers comprehensive written material from the webinar, ensuring you have detailed documentation of the content presented.

 On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

4. Is there an opportunity to ask questions to the speaker during the session?

Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

6. When are the continuing education credits reported to the IRS, HRCI, SHRM and other regulatory bodies ?

Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

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  • If the face any challenge, please reach out to us via email support@pioneereducator.com or contact our support team through live chat support.

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Upon registering for any of our webinars or products, you will receive webinar instructions 24 hours before the conference over the your registered mail id with us also check SPAM/JUNK folder. If you’ve not received the instructions, Please reach us at support@pioneereducator.com

9. How can I cancel my registration?

For registration cancellations, please reach out to us via email at support@pioneereducator.com. If you cancel your registration for a paid webinar, expect the refunded amount to be credited back to your payment method within 7 business days.

10. How can I download the learning materials/Handouts available for the webinars/Seminar?

Conference materials will be accessible 4 hours before the webinar begins. You can download them directly from the webinar page or by logging into your account

11. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM and Gotowebinar for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

12. I took a webinar, where is my certificate?

Your certificate will be sent to you via email within 3 working days after the webinar ends. Alternatively, you can log in to your account at www.pioneereducator.com to retrieve it. If you haven't received the email within this timeframe, please check your spam/junk folder. If you still can't find it, don't hesitate to contact us via email at support@pioneereducator.com or connect with us through the online chatroom.



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