U
Videos

A Rundown on Trump Accounts

There’s a lot to know about Trump Accounts, a new type of tax-advantaged individual retirement account for children under 18.
Parents, families, and companies are all asking similar questions: What are these accounts, who are they for, and how might they fit into a broader financial strategy?
In our new video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, provides a clear overview of what you need to know. The video reviews:
  • 💰The basics of Trump Accounts
  • 💸How they are funded and how withdrawals work
  • How to enroll a child in a Trump Account
  • 🏢What corporations and philanthropists should understand before participating

Expert Insights and Tips from Your Trusted CPA Firm

Divorce and Your Finances: What You Need to Know

Divorce and Your Finances: What You Need to Know

Aug 4, 2026

The financial side of divorce is often where the costliest mistakes happen. Splitting assets, dividing retirement accounts, and rebuilding your budget all carry tax consequences that are easy to overlook. Managing Partner Ryan C. Sheppard, CPA, CFF, is back with...

Tax Season Countdown: What You Need To Know

Tax Season Countdown: What You Need To Know

Mar 17, 2026

Tax Day is right around the corner, but you still have options if you need more time. In our latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, breaks down everything you need to know as the tax season countdown continues, including: What is a tax...

Divorce and Your Finances: What You Need to Know

Divorce and Your Finances: What You Need to Know

Aug 4, 2026

The financial side of divorce is often where the costliest mistakes happen. Splitting assets, dividing retirement accounts, and rebuilding your budget all carry tax consequences that are easy to overlook. Managing Partner Ryan C. Sheppard, CPA, CFF, is back with...

View All Videos

At Rolleri & Sheppard CPAs, LLP, our philosophy is simple: Clear communication is everything.