Cover Image for Ten things you need to know (and minimize) kiddie tax
Cover Image for Ten things you need to know (and minimize) kiddie tax
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Ten things you need to know (and minimize) kiddie tax

Hosted by Mike Nie, CPA
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About Event
  • ​What is "unearned" vs. "earned" income (and the Roth IRA loophole)?

  • ​What is the dollar amount threshold?

  • ​How to deal with kiddie tax when your child (or grandchild) is below 18?

  • ​How to deal with kiddie tax when your child (or grandchild) is between 19 and 24?

  • ​Do I need to file a tax return for my child if kiddie tax is triggered?

  • ​What tax form to use (Form 8615)?

  • ​When to use Form 8814 (and when to avoid it)?

  • ​What is UTMA and how to minimize kiddie tax?

  • ​What wealthy families do to gift money to young children?

  • ​What is the "buy, borrow, and build" strategy around kiddie tax?

Location
Zoom meeting: https://zoom.us/j/8782712588; Password: TBD
Hosted By
1 Went