PERSONAL FINANCIAL PLANNING

Art Werner: Five Rules for Trump Accounts | Quick Tax Tip

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These accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.

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More Werner on Trump accounts.

Quick Tax Tip
With Art Werner
CPE Today

Art Werner outlines the five key rules advisors and families should understand when considering these accounts.

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Designed as long-term savings vehicles for children, these accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.

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

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Trump Accounts for children launch on July 4, 2026.

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More Werner on Trump accounts.
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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Art Werner: Intro to Trump Accounts | Quick Tax Tip

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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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Art Werner: The Hidden Perk Most Miss | Quick Tax Tip

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The retirement planning hack can be a secret weapon for tax-free growth.

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Quick Tax Tip
With Art Werner
CPE Today

When most people hear “HSA,” they think of medical expenses and high-deductible health plans. But in the latest episode of Quick Tax Tip, tax educator and attorney Art Werner urges tax professionals—and their clients—to look deeper.

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In his signature style, Werner reframes the Health Savings Account (HSA) as one of the most underrated retirement planning tools available today.

“I don’t look at the HSA as a way to pay for medical bills,” says Werner. “I look at it as a disguised retirement plan.”

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David Podell: Build Net Worth in Retirement Planning | The Concierge CPA

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“If you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”

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The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In a recent episode of The Concierge CPA, host Dr. Jackie Meyer welcomes back David Podell, CEO and founder of Business Benefits Consultants, for a deep-dive on retirement strategies that are often overlooked by small business owners, CPAs, and even seasoned financial professionals.

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Kicking off with sharp-witted tax news, Meyer touches on IRS free file expansions, refund reductions, and the hiring of thousands of new auditors—before jumping into a topic that directly connects tax strategy to future financial health: retirement planning.

Podell, with more than two decades of experience designing retirement plans, returns to emphasize a crucial point: “If you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”

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