Documents tagged "Taxpayer"
Found 2 documents with this tag
HOUSE_OVERSIGHT_029340.txt
The document discusses the possibility of another bear market and includes a report by Forbes columnist Ken Fisher's firm on the stock market forecast and analysis that can be used in a portfolio right now. It also touches upon the issue of estate tax, specifically highlighting the American Taxpayer Relief Act of 2012 and President Barack Obama's proposed budget for fiscal year 2014 which includes lowering the exclusion for estate taxes, gift-tax exemption, and generation-skipping transfer tax to $3.5 million and $1 million respectively. The document suggests that financial advisers and tax attorneys should stay one step ahead of Washington's search for revenue in order to navigate these changes effectively.
HOUSE_OVERSIGHT_022330.txt
This document provides a summary of various tax topics and planning points from 2013 to present. Key people include Managing Director Blanche Lark Christerson and senior wealth planning strategist; key places include the United States Supreme Court, Treasury Department, and IRS; and key topics include estate planning, inflation-adjusted numbers for 2014, tax reform, budgeting, and charitable contributions. The document also discusses various cases and court rulings that have impacted taxation.