House Oversight — Estate records
HOUSE_OVERSIGHT_022330
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Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics Table of Contents 2013 2013 12/20/13 Budgets, tax reform and “extenders”; end of the year round-up 2013-12 11/15/13 The government shutdown, and selected inflation-adjusted numbers for 2014 and end-of-the-year planning points 2013-11 10/07/13 A review of basic planning points 2013-10 08/30/13 Revised discussion of Windsor, reflecting guidance from the IRS and the Treasury Department, issued on August 29, 2013 08/28/13 United States v. Windsor: the Supreme Court rejects Section 3 of DOMA, which defines “marriage” as only between a man and a woman 07/01/13 Selected planning points: the now “permanent” $5 million exclusion, indexed for inflation, state estate taxes and “portable” spousal exclusions 2013-09 2013-08 2013-07 05/29/13 Updated discussion of selected options to save for a child’s college education 2013-06 04/29/13 Selected tax provisions from President Obama’s Fiscal Year 2014 Budget 2013-05 03/21/13 Updated estate planning glossary and selected income tax terms 2013-04 02/20/13 Conservation easement flunks as charitable contribution (Belk); “DD” and the cost of employer-provided health care; two important 100-year anniversaries; some lesserknown provisions of the American Taxpayer Relief Act 01/25/13 Selected numbers from official IRS 2013 inflation-adjustments (Rev. Proc. 2013-15); façade easement has zero value as charitable deduction (Scheidelman) 2013-03 2013-02 01/10/13 Selected overview of the “American Taxpayer Relief Act of 2012” (H.R. 8): 2001 and 2003 tax cuts largely made permanent, but higher taxes for the top 1% to 2% 2013-01 2012 12/31/12 Proposed regulations on the 3.8% tax on “net investment income”; Wandry again, and how many gift tax dollars the “defined value” clause saved 11/30/12 The “fiscal cliff,” alternative minimum tax and transfer taxes; IRS “non-acquiesces” in Wandry; possible taxpayer relief for those affected by Hurricane Sandy 10/31/12 Cou […]