Employer Contributions to Trump Accounts   New

When a business client asks about contributing to employees' Trump Accounts, tax professionals need to know more than the headline. This course explains the $2,500 employer exclusion, the $5,000 annual contribution limit, employee eligibility, and the nondiscrimination and safe harbor tests that apply under the proposed regulations. Build the practical knowledge to spot issues and guide client conversations.

Materials used for this course were supplied by Spidell's Federal Taxletter.

This overview course may be appropriate for professionals at all organizational levels.

CeriFi CPEdge is committed to bringing innovative solutions to you, now including nano-learning! As per NASBA Standards, a nano-learning course is a 10-minute, electronic, self-study course in which you are eligible to earn 1/5 (or 0.2) CPE credits.

At this time, nano-learning is not accepted by all state boards. If you are not sure whether your state board accepts nano-learning, you can ask your state board or visit the NASBA registry: (nasbaregistry.org).