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2.6 MB
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Extraction Summary

2
People
4
Organizations
1
Locations
2
Events
0
Relationships
3
Quotes

Document Information

Type: Tax advisory / legal newsletter / legislative analysis
File Size: 2.6 MB
Summary

This document is page 3 of a 'Tax Topics' newsletter dated January 29, 2014. It discusses proposed changes to New York State tax laws introduced by Governor Andrew Cuomo, specifically focusing on modernizing the Estate Tax and closing the resident trust 'loophole.' While part of a House Oversight production (likely related to an investigation into Epstein's finances), the text itself is a generic legal analysis of tax legislation affecting wealthy New Yorkers.

People (2)

Name Role Context
Ms. Olson Likely National Taxpayer Advocate (implied context)
Suggested Congress change how it approaches the IRS budget.
Andrew Cuomo Governor of New York
Introduced comprehensive Executive Budget for New York's 2014-2015 fiscal year on Jan 21, 2014.

Organizations (4)

Name Type Context
IRS
Internal Revenue Service; discussed regarding funding and tax compliance.
Congress
Legislative body responsible for funding the IRS.
New York State Government
Entity proposing new tax legislation.
House Oversight Committee
Source of the document (indicated by Bates stamp HOUSE_OVERSIGHT_019442).

Timeline (2 events)

2014-01-21
Gov. Andrew Cuomo introduced Executive Budget for NY 2014-2015 fiscal year.
New York
2014-04-01
Effective date for proposed changes to NY Estate Tax and inclusion of 'adjusted taxable gifts'.
New York

Locations (1)

Location Context
Jurisdiction where tax laws are changing.

Key Quotes (3)

"Tax collectors are never popular."
Source
HOUSE_OVERSIGHT_019442.jpg
Quote #1
"maximize tax compliance, particularly voluntary compliance, with due regard for protecting taxpayer rights and minimizing taxpayer burden."
Source
HOUSE_OVERSIGHT_019442.jpg
Quote #2
"The memorandum in support of this legislation states that New York's estate tax is 'woefully out of date,' and that it gives wealthy New Yorkers an incentive to leave the state."
Source
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Quote #3

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