Trump Accounts_ Tax Planning for 2026 RB

Claim Your Spot to Prepare for the 2026 Tax Year

The "One Big Beautiful Bill Act" introduces a new tax-advantaged savings vehicle for children, often called a "Trump Account." These IRA-like accounts have rules that could be a game-changer for families and employers building long-term wealth. With the 2026 tax year approaching, it's crucial to understand the technical and administrative aspects of this new law.

Join Eric Lanning, Esq., and Foundation Wealth & Tax Advisors' Matt Costa, CPA, CFP, Macc., on October 30th at 1 PM for a comprehensive breakdown of "Trump Accounts" for parents, grandparents, business owners, and financial professionals. Topics will include:

  • Law Specifics: A deep dive into rules for contributions, including the $1,000 government seed contribution and the annual $5,000 cap.

  • New Employer Benefit: How employers can contribute up to $2,500 tax-free to an employee's child's account.

  • Head-to-Head Comparison: A look at "Trump Accounts" versus 529 plans and traditional IRAs.

  • Latest Regulatory Guidance: An up-to-the-minute review of any new IRS or Treasury Department guidance.

  • Practical Next Steps for 2026: A clear plan for families and businesses.

About the Speakers

Eric

Eric Lanning is Counsel at Frost Law with over twenty years of experience as a tax and estate planning attorney. He frequently advises business clients on how to navigate the tax issues that arise in the purchase or sale of a business and strives to provide solutions that will minimize the tax burden to the client. Eric has significant transactional experience and can assist clients with getting a business ready for sale through a reorganization or restructuring. Eric can also help the seller to structure an installment sale transaction to better manage the tax resulting from the sale of a business. Eric has also developed deep knowledge of online investment scams involving cryptocurrency, commodities, and other investment products, and frequently advises clients about the potential deductibility of scam losses.

Matt Costa

Matt Costa is a CPA and Certified Financial Planner® with over 14 years of financial advisory and tax experience. As the Managing Partner of Foundation Wealth & Tax Advisors and a principal at RCN & Associates LLC, he is dedicated to helping families and business owners create, preserve, and transfer wealth in the most tax-efficient way. His extensive background in both financial planning and accounting, including his time at a top national advisory firm, gives him a unique perspective on navigating complex tax laws and savings strategies. Matthew is passionate about helping clients maximize their financial potential and secure their future, particularly as new opportunities for wealth building emerge.