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PERSONAL FINANCIAL PLANNING

Art Werner: Trump Accounts Launch July 4 | Quick Tax Tip

Trump Accounts for children launch on July 4, 2026.

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Quick Tax Tip
With Art Werner
CPE Today
Trump accounts officially launch July 4. Advisors should scan their client lists, keeping in mind that eligibility is determined by the child beneficiary rather than the person funding the account.

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“The eligibility rules are going to be based on what we’ll refer to as the beneficiary, the child that we’re establishing these for,” Werner says.

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PERSONAL FINANCIAL PLANNING

Art Werner: Intro to Trump Accounts | Quick Tax Tip

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

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Quick Tax Tip
With Art Werner
CPE Today

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

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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.

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PODCAST

Werner: Avoid Tax Surprises for Clients | Quick Tax Tip

Unexpected tax bills erode trust fast. Most are preventable—if CPAs spot the warning signs early enough.

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Quick Tax Tip
With Art Werner
CPE Today

Surprise tax bills remain one of the most common—and avoidable—sources of client frustration. In most cases, the issue isn’t aggressive planning gone wrong, but passive assumptions left unchecked throughout the year.

Tax attorney Art Werner, JD, points to predictable triggers: income that rises while withholding stays flat, investment activity that isn’t incorporated into estimates, and planning decisions made without coordination across the return.

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Variable income is a frequent culprit. Bonuses, equity compensation, retirement withdrawals, and side-business earnings can easily push clients into higher brackets or trigger phaseouts.

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PODCAST

1099 Chaos Averted? | Quick Tax Tip

The OBBBA just reset the rules.

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Is your firm truly ready for tax season—or just hoping to survive it? Join this 90-minute webinar featuring an Accounting ARC Live panel with thought leaders who know what it takes to optimize performance under pressure. 

Quick Tax Tip
With Art Werner
CPE Today

For the last several years, tax professionals, small businesses, and even casual online sellers have been living through what Quick Tax Tip host Art Werner calls “a fun roller coaster ride”—if you think tax compliance roller coasters are fun.

In this episode, Werner breaks down the whiplash-inducing changes to Form 1099-K and the brand-new thresholds for 1099 reporting, and explains how Congress, the IRS, and a long list of confused taxpayers all contributed to the mess.

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If you accept payment cards or use third-party payment processors such as PayPal, Venmo, Square, or Stripe, you may already know this story.

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PODCAST

Section 179 Supercharged | Quick Tax Tip

The deduction’s previous cap of $10K jumps to $2.5M. 

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Quick Tax Tip
With Art Werner
CPE Today

If you thought Section 179 was already generous, buckle up. Tax guru Art Werner is back with a Quick Tax Tip that dives into one of the most business-friendly changes proposed in the “Big, Beautiful Bill” — a massive, permanent expansion of the Section 179 expensing limit to $2.5 million.

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That’s right. The deduction, which once topped out at a modest $10,000 (yes, really), could soon allow businesses to expense up to $2.5 million of qualifying property immediately. According to Werner, this is not just another routine adjustment — this is a seismic change in year-one expensing power.

And for the right business? It could be a game-changer.

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