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Trump Accounts are a new planning opportunity for families with children—but for tax professionals, they also create a real risk during tax season: longer appointments, repeated explanations, and overloaded calendars.
In this Tactical Tuesday, we walk through:
- What Trump Accounts are and who they apply to
- Why explaining them live to every eligible client doesn’t scale
- How to pre-educate, pre-decide, and pre-authorize clients before appointments
- How to use CountingWorks PRO, MAX, and ClientHub to streamline communication and protect your time
You’ll see a practical, real-world workflow that helps firms stay proactive—without adding 15–20 minutes to every client meeting.
If you want to handle new tax rules without overwhelming your staff or your calendar, this episode is for you.
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