Resources
Welcome to our resources page
Here you will find links to the most up-to-date forms and announcements from the IRS. This page will continue to grow as the regulations, forms, and laws change. For more information, contact us!
Special Announcement - Child Savings Program
A new child savings program was approved in 2025, and action is required with your 2025 tax return if you would like to participate.
To have an account set up, an election must be made by filing Form 4547 with your 2025 return. If you would like us to include this election, please let us know and confirm which qualifying children you would like listed (children age 18 or older do not qualify).
These new accounts, called Trump Accounts, are custodial-style retirement accounts for minors. They are owned by the child and managed by an adult. Accounts are expected to open in 2026, and eligible children born between January 1, 2025, and December 31, 2028, may receive a one-time $1,000 government contribution. Additional contributions may also be made by family members, employers, or charities.
Funds generally cannot be withdrawn before age 18, and investments are limited to low-cost index funds.
If you have questions or would like to move forward with the election, just let us know — we’re happy to help. Additional information can be found at the IRS website: https://www.irs.gov/trumpaccounts