Art Werner: Intro to Trump Accounts | Quick Tax Tip

Trump Accounts provide new opportunities for families, employees and closely held businesses.

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

Quick Tax Tip
With Art Werner
CPE Today

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start">?</span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start">?</span>True Advisor: Buy now | Learn more

Tax expert Art Werner is launching a series of tax tip videos focused on Trump accounts.

MORE Art Werner | MORE CPA Trendlines Streaming Network

In the series, he provides a comprehensive overview of how these accounts work, how they compare to other investment options, the tax advantages they offer, potential issues practitioners should be aware of, and related fringe-benefit opportunities.

The goal is to help advisors become knowledgeable enough to confidently guide clients and evaluate whether Trump accounts may be a beneficial planning opportunity.

Posted on June 9, 2026

Art Werner

About the Author

Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd.

Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 3000 eight-hour seminars over the past 25, years as well as numerous webinars and video presentations. He has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of CPAs, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

In addition, he is a former adjunct professor of taxation in the Master of Science in Taxation program at The Philadelphia University. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Click here for more by Art Werner

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil | See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

TO READ THE FULL ARTICLE

Continue reading your article with a CPA Trendlines Pro membership.