Virtual
Overview of 530A (Trump) Accounts 2026
Date: July 22, 2026
Time: 12 – 1 p.m. PT
Member
$29.00
Nonmember
$39.00
Members, log in to access your discount.
Overview
Join the CalCPA Personal Financial Planning Committee and guest speaker Lawrence Pon of Pon & Associates to discuss all things 530A. Trump Accounts, also known as 530A accounts, were introduced by the OBBBA. They go live after July 4, 2026. In this seminar, we will go over how these accounts work, what pitfalls to look out for, and compare them with other savings vehicles such as 529 plans, UTMA accounts, Roth IRAs, etc.
This course will award CPE (as earned). If you’d like to register for the FREE version with no CPE, please select this course: Overview of 530A (Trump) Accounts 2026 (no cpe)
Product Code
1000005349-145853
Credit Type
CPE: 1CPE-Technical: 1Intended Audience
CPAs and other financial professionals involved in personal financial planning.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Who is eligible to open a 503A Account.
- What are the three phases 503A Accounts.
- Compare 503A Accounts with other savings vehicles.
Faculty
Additional Details
This course will be presented through Zoom, and the link will be available in your confirmation email. CPE will be awarded based on standard checkpoint criteria.