WEBINAR: The New Trump 530A Accounts and Alternatives - Tax and Financial Planning Considerations for Child Savings - E3S5R-T-01058-26-O
WEBINAR: 4 hours Federal Tax
There will be a 1 hour lunch break from approximately 12 - 1 p.m.
IRS has released additional guidance on Trump Accounts under new Section 530A. Clients will be asking questions – make sure you have the answers, as well as pros and cons of various savings vehicles for minors. 4-hours Federal Tax. Intermediate.
This four-hour session will take a deep dive into various ways to save for minors, with a special emphasis on the new Trump/530A Accounts just starting up this year.
Topics will include:
- Trump/530A Accounts:
- Eligibility
- Setup
- Contribution rules
- Distribution rules
- Taxation before and after age 18
- Who is a good candidate for a Trump Account?
- Planning with Trump Accounts in addition/ in place of other accounts
- Update on 529 Plans
- Eligibility
- Setup
- Contribution Rules
- Distribution Rules
- Taxation
- Who is a good candidate for a 529 Account?
- Planning with 529 accounts
- ABLE (529A) accounts
- Uniform Gift to Minors Act Account
- Distribution rules
- Taxation
- Planning with UGMA accounts- pros/cons
- Other options
- Key takeaways for you and your clients
Registration Options
|
Registration Options
|
Credits | Price |
|---|---|---|
|
Member
Registration Ends 7/16/26 at 10:00 AM EDT
|
4.00 (Tax (Federal)) | $118.00 |
|
Non-Member
Registration Ends 7/16/26 at 10:00 AM EDT
|
4.00 (Tax (Federal)) | $178.00 |
No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352