chicago-womens-alliance-logoThe Greatest Gift: Tax Savvy Rules

Michelle Gooze-Miller, Esq., JD'97 will present on tax rules for giving to friends and family.

It is more likely today than ever before that a woman will be in a position to make gifts to friends and family members. Widowed or single, nine out of ten women manage their own finances at some point in their lives. But with the increased ownership of assets in women’s hands, come attendant responsibilities. After all, as women, caring for others is not enough, we must have also have the necessary information to do so prudently. One area that can stand in the way of proper care taking is a lack of knowledge about the rules surrounding gifts to family and friends. Understanding gift tax can be enormously beneficial to woman who are doing the gifting as well as the receiver of the gift.

Michelle's presentation will address which gifts are considered taxable and the consequence of making those gifts, which very often is not the payment of a gift tax. It will look at gift-splitting between spouses which allows for increased annual gifting without the need to file a gift tax return, gifts between spouses, gifts to 529 college saving plans, gift tax returns, and the relationship between lifetime gifts and dispositions made at death.
 

This event is presented by the Chicago Women's Alliance. Learn more about this affinity group.>>


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Registration
If you want to register over the phone or via email, contact the Alumni Association at 773.702.2150 or email alumniassociation@uchicago.edu. If you send or leave a message, include your name, club event, and preferred contact information. A staff member will return your message during regular business hours 8:30 am–5:00 pm CT Monday–Friday. If registering over the phone be prepared to share your guest’s name, an email for event confirmation, and allow up to two weeks for the registration process to be completed, including charges to your credit card, listing on the “Look Who’s Coming”, and viewing the event in your account.
 

Event Questions
If you have any questions regarding logistics of the event, e.g., where to meet, special assistance requests, parking, please contact Adrienne Nauman, SB'71, Chicago Women's Allliance at

adriennebnaumann10@gmail.com.
 

       

 

Event Information

Cost: $35.00/per person

When:

Tuesday, 03/5/19 at 5:30pm - 7:30pm | iCal

Where:

Conference Chicago
525 S State Street
Chicago, IL 60605

[ Get Directions ]

Login Assistance
uccosupport@uchicago.edu
773.702.3945

Registration Assistance
alumniassociation@uchicago.edu
773.702.2150
 
Event Contact
Adrienne Nauman, SB'71
Chicago Women's Allliance