Lunch with Mary Lew - Trump Accounts
On Demand Webinars
IRS has released guidance on Trump Accounts under new Section 530A.
This may affect your practice this tax season – accounts can be requested now with Form 1040, even though contributions will not be allowed until at least July.
Clients will be asking questions – make sure you have the latest information.
This one-hour webinar will discuss:
- Eligibility
- Setup
- Contribution rules
- Distribution rules
- Taxation before and after age 18
Speaker: Mary Lew Kehm, CPA
Mary Lew Kehm is a Certified Public Accountant in solo private practice for more than 35 years, specializing in individual and small business taxes. Her office and home are in Whitehall Township, just north of Allentown, PA. She currently holds the PFS (Personal Financial Specialist) credential through AICPA.
Mary Lew has served as state President of the Pennsylvania Society of Tax and Accounting Professionals (Pennsylvania Society of Public Accountants), is a past president of the Lehigh Valley Chapter of the PSTAP/PSPA, and is the administrator of the PSTAP email discussion list, as well as an active member of the list. In addition to PSTAP, she is a member of AICPA, PICPA, and NATP. She has spoken on a wide range of tax topics geared to the small practitioner and is known for her in-depth research and practical take on complex issues.