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5+
Years of Experience4.6/5
Average Rating89%
Avg. Completion Rate30+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
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MM
Good
SG
This presentation provides a very good overview of key rules and criteria involving Trump accounts.
RT
GREAT!
CV
Very informative
JK
current & relevant --a must for tax preparers
KD
:)
VV
Trump Accounts provide a tax-advantaged savings vehicle for children, offering benefits such as a $1,000 federal pilot contribution for eligible children, no earned-income requirement for contributions during childhood, and employer contributions up to $2,500 annually
KD
:)
VV
The OBBBA introduced significant federal tax changes, including updates to deductions, bonus depreciation, gambling loss rules, and self-employment tax considerations, requiring taxpayers and advisors to revisit existing tax planning strategies.
EG
Great
RS
Good
JP
Clarified a long - term confusion over some of the tax characteristics of these type of plans.
Gregory Holzel CPA, MBA
GT Financials PLLC
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