Date: July 9th, 2026

Time: 1pm ET | 12pm CT | 11am MT | 10am PT

Duration: 120 Minutes

Description:

Trump Accounts under IRC §530A are one of the most significant new developments in family tax planning this year  and the professionals who understand them first will be the ones clients turn to. These custodial investment accounts deliver a one-time $1,000 federal contribution invested in low-cost U.S. equity index funds, growing tax-deferred until the child turns 18, when the account converts into a traditional IRA. With guidance still emerging and client questions already coming in, waiting to get up to speed is no longer an option.

This course delivers the comprehensive, practice-ready breakdown you need on the structure, tax treatment, contribution rules, and planning strategy behind Trump Accounts. You’ll walk away knowing exactly how these accounts stack up against IRAs, Roth IRAs, and 529 plans, and you’ll be equipped to navigate mixed-basis contribution rules, gift tax implications, state conformity gaps, Roth conversion strategy, and the unresolved IRS guidance areas that are catching unprepared advisors off guard.

Attendees will leave knowing how to turn this emerging planning vehicle into a genuine competitive edge  helping clients act before the rules solidify, spotting tax planning opportunities and getting ahead of compliance risks in account administration, contribution tracking, and future distribution strategy before they become costly mistakes.

Topics Covered

• IRC §530A Trump Account structure and tax treatment.
• Comparison with IRAs, Roth IRAs, and 529 plans.
• Gift tax, basis tracking, and contribution considerations.
• IRS guidance gaps and state conformity issues that create real exposure.
• Roth conversion and long-term planning strategies clients need now.
• Advisory opportunities for tax and financial professionals ready to lead on this topic.

Learning Objectives

• Master the structure and purpose of Trump Accounts under IRC §530A before clients start asking questions you can’t answer.
• Confidently explain the critical differences between Trump Accounts, IRAs, Roth IRAs, and 529 plans so clients choose the right vehicle the first time.
• Spot gift tax, contribution, and basis tracking pitfalls that could expose clients  and you to costly compliance errors.
• Uncover the IRS guidance gaps and state conformity issues that are creating real risk for early adopters right now.
• Position clients to capture long-term Roth conversion opportunities before the planning window narrows.
• Identify the advisory revenue opportunities this brand-new account type is already creating for proactive tax professionals.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 Minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker:

Ilene Slatko , CPA

Ilene Slatko is the CEO and founder of DSS Consulting and the e-learning platform Metamorphosis, where she works with individuals and organizations to build stronger financial decision-making skills through practical, real-world guidance. Her approach combines decades of hands-on advisory experience with a passion for financial education, helping clients move from confusion and hesitation to clarity and confidence in managing their money.With over 25 years of experience as a financial advisor, Ilene has built a career centered on empowering underserved segments of the financial planning world.Ilene has also established herself as a recognized subject-matter expert on the Federal Employees Retirement System (FERS), one of the most complex and often misunderstood benefit systems in the federal workforce. She regularly delivers in-depth training and insights to civil-service employees across federal agencies, helping them navigate the intricacies of FERS  including pension calculations, the Thrift Savings Plan, survivor benefits, and retirement timing decisions.