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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar
The Trump Accounts (IRC §530A) were established under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025. These new accounts introduce important planning opportunities—and compliance considerations—for tax professionals and advisors.
This course provides an in-depth analysis of Trump Accounts and their practical application in client planning. Participants will gain a clear understanding of eligibility requirements, contribution rules, and tax treatment, along with key reporting and compliance considerations. Funds in these accounts are invested in low-cost U.S. equity index funds and grow tax-deferred until the child turns 18, at which point the account converts to a traditional IRA, creating additional planning considerations for distributions and long-term tax strategy.
The Trump Accounts are designed to:
For CPAs and financial advisors, this represents a new planning vehicle, a new compliance area, and a new opportunity to guide families on longterm financial strategy. This two-hour program, taught by award-winning instructor Ilene Slatko, will dive deeply into the regulations, tax ramifications, and business opportunities.
Join us! Upon completion of the course, you will be able to:
Credits and Other information:
Who Will Benefit:
Coder Archives 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.
Speaker Profile
llene Slatko, CEO and founder of DSS Consulting and the e-learning platform Metamorphosis, coaches clients on building strong financial decision-making skills. She spent over 25 years as a financial advisor and built her business through her seminar series, “Women and Their Money.” Ilene is a subject-matter expert on the Federal Employees Retirement System (FERS) and speaks to civil-service employees across the federal agency spectrum.
Ilene is proud to be an award-winning speaker and columnist and is delighted to help facilitate a greater understanding of pre-retirement and retirement issues.
We are approved to provide CPE/CE credits to Tax Professionals
We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.
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When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.
You can cancel your registration to by email at support@pro2learn.com. If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.
The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.
Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :
Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.
On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.
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We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.
