Minimizing Kiddie Tax After Tax Reform: Transferring Wealth Through Trusts, 529 Plans and UTMAs
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This webinar will address several ways to transfer wealth to children, and how children's earned and unearned income is taxed. Transferring wealth to children is often referred to as income-shifting. The panel will discuss various vehicles to transfer assets to the next generation, including custodial accounts, Section 529 plans and trusts as well as strategies to minimize tax paid by children.
- Wealth transfers to children
- 529 plans
- Calculating Kiddie Tax
- Kiddie Tax before tax reform
- Kiddie Tax post-tax reform
- Examples and strategies
The panel will review these critical issues:
- Determining effective ways to transfer wealth from parents to children
- Strategizing to minimize a family's overall tax burden
- Completing Form 8615 after tax reform
- Calculating the new kiddie tax
Professor Kate Mantzke
Donna R. Kieso Professor of Accountancy
Northern Illinois University
Prof. Mantzke was previously a tax manager at Arthur Andersen in the firm's state tax consulting practice. Her... | Read More
Prof. Mantzke was previously a tax manager at Arthur Andersen in the firm's state tax consulting practice. Her research focuses on corporate income tax planning and the use of tax incentives for economic development. Her primary research uses archival data to research corporate taxpayer behavior relative to existing and changing state income tax environments. Prof. Mantzke teaches taxation courses in NIU's undergraduate and graduate programs and is a CPA.Close
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