HOUSE_OVERSIGHT_022325.jpg
1.69 MB
Extraction Summary
6
People
9
Organizations
4
Locations
4
Events
2
Relationships
3
Quotes
Document Information
Type:
Newsletter / client briefing
File Size:
1.69 MB
Summary
This document is a 'Tax Topics' newsletter from Deutsche Asset & Wealth Management, dated December 20, 2013, authored by Blanche Lark Christerson. It analyzes a recent bipartisan budget deal, discusses the status of tax reform legislation, and explains temporary tax provisions known as 'extenders'. The document contains no direct mention of Jeffrey Epstein; its relevance is likely contextual, stemming from its origin at Deutsche Bank and its inclusion in a collection of documents from the House Oversight Committee, as indicated by the footer.
People (6)
| Name | Role | Context |
|---|---|---|
| Blanche Lark Christerson | Managing Director, Senior Wealth Planning Strategist |
Author of the 'Tax Topics' newsletter for Deutsche Asset & Wealth Management.
|
| Paul Ryan | House Budget Committee Chairman (R-WI) |
Negotiated a budget deal with Patty Murray in late 2013.
|
| Patty Murray | Senate Budget Committee Chairman (D-WA) |
Negotiated a budget deal with Paul Ryan in late 2013.
|
| President Obama | President of the United States |
Mentioned as the one who will sign the budget deal into law.
|
| Max Baucus | Senator (D-MT), Chairman of the Senate Finance Committee |
Put forth discussion drafts of tax reform legislation.
|
| Dave Camp | Representative (R-MI), Chairman of the House Ways and Means Committee |
Acknowledged falling short on his goal of introducing tax reform legislation in 2013.
|
Organizations (9)
| Name | Type | Context |
|---|---|---|
| Deutsche Asset & Wealth Management |
The publisher of the 'Tax Topics' newsletter.
|
|
| U.S. House of Representatives |
Passed the budget agreement on December 12, 2013. Its committees (Budget, Ways and Means) are mentioned.
|
|
| U.S. Senate |
Passed the budget agreement on December 18, 2013. Its committees (Budget, Finance) are mentioned.
|
|
| U.S. Congress |
Mentioned as the body that drafts spending bills and renews temporary tax provisions ('extenders').
|
|
| House Budget Committee |
Chaired by Paul Ryan.
|
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| Senate Budget Committee |
Chaired by Patty Murray.
|
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| Senate Finance Committee |
Chaired by Max Baucus.
|
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| House Ways and Means Committee |
Chaired by Dave Camp.
|
|
| House Oversight |
Referenced in the footer 'HOUSE_OVERSIGHT_022325', indicating the document is part of a collection from the House Ove...
|
Timeline (4 events)
2013-12-12
The U.S. House of Representatives passed a budget agreement with a vote of 332 to 94.
Washington, D.C.
2013-12-18
Late 2013
House Budget Committee Chairman Paul Ryan and Senate Budget Committee Chairman Patty Murray negotiated a budget deal to forestall a government shutdown for two years.
Washington, D.C.
Locations (4)
| Location | Context |
|---|---|
|
State represented by Paul Ryan.
|
|
|
State represented by Patty Murray.
|
|
|
MT (Montana)
|
State represented by Max Baucus.
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State represented by Dave Camp.
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Relationships (2)
The document states they 'have hammered out a budget deal'.
Her title is listed as Managing Director at the firm.
Key Quotes (3)
"...a budget deal that forestalls - for two years - another government shutdown, and limits some of the forthcoming sequester cuts..."Source
HOUSE_OVERSIGHT_022325.jpg
Quote #1
"...this budget agreement does not address the debt ceiling suspension, which expires in February, and that another fiscal showdown is therefore possible early next year."Source
HOUSE_OVERSIGHT_022325.jpg
Quote #2
"Although "extenders" are not defined anywhere, they generally refer to temporary provisions of the tax law that Congress regularly renews..."Source
HOUSE_OVERSIGHT_022325.jpg
Quote #3
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