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DTSTAMP:20260409T105904Z
DTSTART:20260423T170000Z
DTEND:20260423T190000Z
SUMMARY: Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (2 hours)
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.
CLASS:PUBLIC
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