Trump Accounts (§530A Accounts): Understanding a New Tax-Deferred Savings Opportunity for Families

Understanding a New Tax-Deferred Savings Opportunity for Families

Presented by Lawrence Pon
Pon & Associates

📅 Date: Wednesday, August 12, 2026
🕞 Time: 3:30 PM – 5:15 PM
📍 Location: Orinda Country Club

👉 Register Now

Program Overview

As new legislation continues to reshape the financial planning landscape, advisors and tax professionals must stay informed about emerging savings strategies that could significantly impact their clients’ financial futures. One of the newest developments attracting attention is the introduction of Trump Accounts (§530A Accounts), a new tax-deferred savings vehicle designed to help children and families build long-term wealth.

Beginning July 4, 2026, parents, grandparents, and even employers will have new opportunities to contribute toward children’s financial futures through these accounts. But how do Trump Accounts compare to existing tools like 529 Plans, Roth IRAs, and UTMA Accounts? And what planning opportunities and tax implications should financial professionals understand before advising clients?

In this session, nationally recognized tax and financial planning expert Lawrence Pon will provide an in-depth educational overview of how Trump Accounts work, including their benefits, limitations, tax treatment, and long-term planning opportunities for families and advisors. Hosted at the elegant Orinda Country Club, this presentation is designed to help financial professionals evaluate how these new accounts may fit into broader wealth-building and tax planning strategies.

Attendees will gain practical insights into enrollment, growth, distribution strategies, rollover opportunities, and how these accounts compare with other commonly used savings vehicles.

What Attendees Will Learn

After attending this program, participants will be able to:

• Identify the key features and structure of Trump Accounts (§530A Accounts)
• Evaluate the tax treatment of contributions and distributions
• Compare Trump Accounts with 529 Plans, UTMA Accounts, and Roth IRAs
• Recognize planning opportunities involving IRA rollovers and Roth conversions
• Explore strategies for tax-efficient wealth building for children and families
• Understand how these accounts may support education and retirement planning goals

Who Should Attend

This program is designed for:

• Financial planners and advisors
• Tax professionals and CPAs
• Wealth advisors
• Estate planning professionals
• Professionals interested in advanced income tax planning strategies

The content is appropriate for professionals seeking practical insights into emerging tax-deferred savings opportunities and long-term planning strategies.

Course Complexity: Intermediate
CFP Principal Topic: Income Tax Planning

About the Speaker

Lawrence Pon

Pon & Associates

Lawrence Pon is a highly respected tax and financial planning professional based in Redwood Shores, California.

Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner. He has been in practice since 1986 and regularly speaks nationwide on tax planning and financial planning topics for tax professionals and financial advisors.

In addition to his professional practice, Mr. Pon teaches Income Tax at the College of San Mateo and hosts the monthly program “Tax Talk with Larry” on onefpa.org. He earned his Bachelor of Science in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and a Master of Science in Taxation from Golden Gate University.

His extensive experience and practical knowledge make him a trusted expert on tax planning strategies and evolving financial legislation.

👉 Reserve your seat today

Join fellow financial professionals for an informative discussion on one of the newest tax-deferred savings opportunities impacting families and long-term financial planning strategies.