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Extraction Summary

2
People
3
Organizations
0
Locations
2
Events
1
Relationships
3
Quotes

Document Information

Type: Tax advisory memo
File Size: 1.63 MB
Summary

This document is a tax advisory memo from Blanche Lark Christerson of Deutsche Asset & Wealth Management, dated April 29, 2013. The memo analyzes two tax proposals from President Obama's Fiscal Year 2014 budget: one to limit tax benefits for high-income earners and another known as the 'Buffett Rule' or 'Fair Share Tax'. After a thorough analysis, the document contains no information, names, or keywords related to Jeffrey Epstein or his associates; its content is strictly focused on US tax policy.

People (2)

Name Role Context
Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist
Author of the 'Tax Topics' memo for Deutsche Asset & Wealth Management.
President Obama President of the United States
Mentioned as having issued the Fiscal Year 2014 budget on April 10th, 2013.

Organizations (3)

Name Type Context
Deutsche Asset & Wealth Management
The firm that issued the memo.
Treasury Department
Issued the "Green Book" explaining the tax provisions in the FY 2014 budget.
Congress
Mentioned as the body that would need to enact the proposed budget provisions.

Timeline (2 events)

2013-04-10
President Obama issued the Fiscal Year 2014 budget.
United States
Shortly after 2013-04-10
The Treasury Department issued its "Green Book," explaining the tax provisions in the budget.
United States

Relationships (1)

Her title 'Managing Director, Senior Wealth Planning Strategist' appears under the organization's name on the document.

Key Quotes (3)

"Limit the value of certain tax benefits."
Source
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Quote #1
"The "Buffett Rule.""
Source
HOUSE_OVERSIGHT_022361.jpg
Quote #2
"...the budget proposes the "Fair Share Tax" (FST), a new..."
Source
HOUSE_OVERSIGHT_022361.jpg
Quote #3

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