Ines Zemelman
- Corporate taxation
- International taxation
- Nonresident taxation
- Bachelor of Science, Baruch College
- MBA in Taxation, Baruch College
Articles
Trump Accounts for US expats and international comparison
Having covered the full mechanics of the Trump Account, its comparison with 529, what to do when your child turns 18, down to the exit strategies in case you are no longer interested, article 8 in our ...
Trump accounts vs. traditional child savings – what makes them different?
This article compares Trump Accounts to the traditional ways families have saved for children: regular savings accounts, UGMA/UTMA custodial accounts, and trusts. The question every parent asks I can already open a savings account in my child's name at any bank. I can set up a custodial account. I can create a trust.&nbs...
Exit strategies – what if you change your mind?
Previously in this series, Articles 1–5 covered filing urgency, account mechanics, tax treatment, age 18 transitions, and comparisons with 529 plans. Now we turn to flexibility. What happens if your plans change? Understanding your exit options is essential before making long-term commitments. ...
Tax treatment and benefits – understanding the tax implications
Previously in this series: Articles 1–2 covered why to act now and how Trump Accounts work mechanically. The tax treatment paradox Trump Accounts occupy an unusual middle ground in the tax-advantaged account landscape: ...
Trump child accounts: Age 18 and beyond – accessing your money
Previously in this series, Articles 1–3 covered filing urgency, account mechanics, and tax treatment. Now we turn to the most important transition point: what happens when your child turns 18. The big transition: What happens at age 18 January 1 of the year your child turns 18 marks a fundamenta...
Trump accounts vs. 529 plans - making the right choice
Previously in this series: Articles 1–4 covered filing urgency, mechanics, tax treatment, and withdrawal strategies. The big question: Which account should you choose? After four articles explaining Trump Accounts in depth, many families are asking: &quo...