Understanding a New Tax-Deferred Savings Opportunity for Families
Presented by Lawrence Pon
CPA, CFP®, PFS, EA, USTCP, AEP®
Pon & Associates
Date: Wednesday, August 12, 2026
Time: 3:30 PM – 5:15 PM
Location: Orinda Country Club
315 Camino Sobrante
Orinda, CA 94563
Event Overview
Join FPA East Bay for an informative discussion on one of the newest developments in tax and financial planning: Trump Accounts (§530A Accounts).
Beginning in 2026, these new tax-deferred savings accounts create additional opportunities for parents, grandparents, and employers to help children build long-term wealth. Lawrence Pon will explain how these accounts work, compare them to 529 Plans, Roth IRAs, and UTMA Accounts, and discuss where they may fit into comprehensive financial and tax planning strategies.
Drawing on nearly four decades of experience as a CPA, CFP®, and nationally recognized tax educator, Lawrence will provide practical guidance on the planning opportunities, tax implications, and real-world applications of this new savings vehicle.
Learning Objectives
After attending this program, participants will be able to:
- Identify the key features and structure of Trump Accounts (§530A Accounts)
- Compare Trump Accounts with 529 Plans, Roth IRAs, and UTMA Accounts
- Evaluate the tax treatment of contributions, distributions, and rollover opportunities
- Recognize planning strategies that support long-term wealth building for children and families
- Continuing Education: CFP® CE Credit Pending Approval
Pricing
FPA Member Early Bird: $49
FPA Member Regular: $59
Guest / Non-Member: $98
We look forward to seeing you for an engaging discussion on one of the newest tax planning opportunities available to financial professionals and the families they serve.
👉 Complete your registration below!
Special Thanks to Our Sponsor
A special thank you to Emily Tsai and Meridian Tax Advisors for sponsoring this event and supporting the FPA East Bay community.
Emily Tsai, CPA
Meridian Tax Advisors