📧 Communication

Newsletter/Memo

Communication Details

From
Blanche Lark Christerson Linked to Blanche Lark Christerson
To
Clients/General Distribution Clients/General Distribution
Date
January 29, 2014
Subject
Tax Topics (implied)
Message Content

Update on New York trust taxation legislation and IRS 7520 rates for Jan/Feb 2014.

📄 Source Document

HOUSE_OVERSIGHT_019443.jpg
ESTATE Collection
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Document Summary

This document is a page from a 'Tax Topics' update dated January 29, 2014, authored by Blanche Lark Christerson of Deutsche Asset & Wealth Management. It discusses proposed New York legislation aimed at closing tax loopholes for trusts (specifically 'INGs' and 'DINGs') and reports on IRS federal interest rates (7520 rates) for January and February 2014. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was part of a document production to the U.S. House Oversight Committee, likely related to investigations into Deutsche Bank's dealings with Jeffrey Epstein.

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