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Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals

Online

# of CPE Credits

2

Description

Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss the comparison between Trump Accounts and other accounts, such as 529 Plans and Roth IRAs. In addition, coverage will be provided on how the pilot program will function to give $1,000 to newborns.

Objective

Expertly advise clients regarding the latest on Trump Accounts emanating from OBBBA

Credit Types

  • Taxes: 2

Event Level:Basic
Event Code:WRS176425
Event Vendor:Surgent Accounting & Financial Education
Fields of Study:Taxes
Other fields:

    Registration Fees

    RegistrationTypePrice
    Rebroadcast - General (2 hours)Members$100.00
    Rebroadcast - General (2 hours)Non Members$225.00


    CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

    For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.