Complimentary for Members

May 18, 2026


Live Webcast


NASBA 1

Understanding Trump Accounts - Tech Session Webinar

May 18, 2026
Live Webcast
NASBA 1
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    Instructor

    Catherine
    Censullo

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Define what Trump accounts are, how they are established and funded, and who qualifies for them
  • Outline the permitted contribution types, contributor rules and limits, and the related tax treatment
  • Examine the guidelines for fund access, what happens after the growth period, and how the funds may be utilized

Major Topics

  • Characterize Trump accounts, including their purpose, setup process, funding sources, and eligibility criteria
  • Differentiate contribution types, identify who may contribute, apply contribution limits, and interpret the related tax implications
  • Assess withdrawal guidelines, transition rules at the end of the growth period (including age 18)

CPE Credits Available

NASBA 1
1
Taxation (NYSED) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, Financial Planners

Provider

Foundation for Accounting Education

This event has ended.