HOUSE_OVERSIGHT_022339.jpg
1.62 MB
Extraction Summary
5
People
9
Organizations
9
Locations
17
Events
0
Relationships
5
Quotes
Document Information
Type:
Table of contents / index
File Size:
1.62 MB
Summary
This document is a table of contents for a publication titled 'Tax Topics,' listing subjects covered in 2002. The topics are exclusively related to U.S. tax legislation, IRS rulings, and economic policy discussions from that year, such as the 2001 Tax Act, estate tax, and stimulus proposals. The document contains no information about Jeffrey Epstein, his associates, or any related activities.
People (5)
| Name | Role | Context |
|---|---|---|
| Cathy Vohs | Employee of the IRS |
Mentioned as providing a comment for an 'IRA discussion correction' on 08/29/02.
|
| President Bush | President of the United States |
Mentioned in relation to the fiscal year 2003 budget on 02/22/02.
|
| Galligan | Party in a legal case |
Cited in parentheses in a case related to the non-deductibility of law-school expenses (06/21/02).
|
| Mitchell | Party in a legal case |
Cited in parentheses in a case where 'innocent spouse' relief was denied (06/21/02).
|
| Hackl | Party in a legal case |
Cited in parentheses in a Tax Court case that denied annual exclusion for gifts of LLC interests (04/09/02).
|
Organizations (9)
| Name | Type | Context |
|---|---|---|
| Treasury | ||
| CBO (Congressional Budget Office) | ||
| IRS (Internal Revenue Service) | ||
| Tax Court | ||
| Senate Finance Committee | ||
| Joint Committee on Taxation | ||
| OMB (Office of Management and Budget) | ||
| Concord Coalition | ||
| HOUSE_OVERSIGHT |
Timeline (17 events)
02/22/02
President Bush's fiscal year 2003 budget, Senate vote on estate tax repeal, shrinking surplus, debt ceiling increase, and taxability of frequent flyer miles.
President Bush
Senate
02/28/02
Tax shelter amnesty, corporate income tax, IRS rulings on CRUT termination, IRS information on Victims' Relief Bill, and New York City's cigarette tax.
New York City
IRS
03/15/02
Stimulus bill passes, CBO/OMB revenue projections, Concord Coalition budget suggestions, and various tax topics including GRATs, Vermont 'decoupling', and GST.
Vermont
CBO
OMB
Concord Coalition
03/20/02
Senate Finance Committee hearing on tax shelters and Joint Committee on Taxation report on shelters.
Senate Finance Committee
Joint Committee on Taxation
04/18/02
Thoughts on 529 Plans, IRS issuing final rules on IRA distributions, and 'decoupling' in Maryland, Nebraska, and New York.
Maryland, Nebraska, New York
IRS
05/24/02
Discussion of the 'sunset' provision of the 2001 Tax Act and new IRA distribution tables.
06/21/02
Discussion of attempts to make the 2001 Tax Act permanent, estate tax reform efforts, and legal cases Galligan (law-school expenses) and Mitchell (innocent spouse relief).
07/02/02
The debt limit increase and IRS retreat from imposing FICA or FUTA taxes on ISOs (Notice 2002-47).
IRS
08/29/02
Review of CBO's budget numbers, stimulus proposals, and an IRA discussion correction with a comment from Cathy Vohs of the IRS.
09/20/02
Discussion on the possible permanency of the 2001 Tax Act and its education provisions, and 'decoupling' in D.C., Massachusetts, New Jersey, and New York.
D.C., Massachusetts, New Jersey, New York
10/25/02
Run-down on proposed legislation (CARE and NESTEG bills), next year's FICA, low 7520 rates, and planning involving QPRTS, CLATS, CRATS, GRATs, and charitable gift annuities.
11/19/02
Discussion on the aftermath of mid-term elections, the AMT, estate tax issues, and inflation-adjusted numbers for 2003.
Locations (9)
| Location | Context |
|---|---|
Full Extracted Text
Complete text extracted from the document (2,594 characters)
11/19/02
Aftermath of the mid-term elections and the AMT; estate tax issues; inflation-adjusted numbers for 2003
2002-20
Aftermath of the mid-term elections and the AMT; estate tax issues; inflation-adjusted numbers for 2003
2002-20
10/25/02
Run-down on proposed legislation: the CARE and NESTEG bills; next year's FICA; low 7520 rates and planning: QPRTS, CLATS, CRATS, GRATs and charitable gift annuities
2002-19
Run-down on proposed legislation: the CARE and NESTEG bills; next year's FICA; low 7520 rates and planning: QPRTS, CLATS, CRATS, GRATs and charitable gift annuities
2002-19
09/20/02
Possible permanency of 2001 Tax Act and its education provisions;"decoupling": D.C., Massachusetts, New Jersey and New York
2002-18
Possible permanency of 2001 Tax Act and its education provisions;"decoupling": D.C., Massachusetts, New Jersey and New York
2002-18
09/04/02
Treasury ends "abusive" split-dollar scheme (Notice 2002-59)
2002-17
Treasury ends "abusive" split-dollar scheme (Notice 2002-59)
2002-17
08/29/02
CBO's budget numbers and stimulus proposals; IRA discussion correction – comment from Cathy Vohs of the IRS
2002-16
CBO's budget numbers and stimulus proposals; IRA discussion correction – comment from Cathy Vohs of the IRS
2002-16
08/01/02
CARE Act progresses – proposed gifts to charity from IRAs
2002-15
CARE Act progresses – proposed gifts to charity from IRAs
2002-15
07/23/02
Corrections on IRA discussion; single life distribution table
2002-14
Corrections on IRA discussion; single life distribution table
2002-14
07/18/02
Corrected discussion on the final minimum distribution regs
2002-13
Corrected discussion on the final minimum distribution regs
2002-13
07/02/02
The debt limit increase; IRS retreats from imposing FICA or FUTA taxes on ISOs (Notice 2002-47)
2002-12
The debt limit increase; IRS retreats from imposing FICA or FUTA taxes on ISOs (Notice 2002-47)
2002-12
06/21/02
Attempts to make 2001 Tax Act permanent; efforts at estate tax reform; law-school expenses not deductible (Galligan); ignorance of the law is no excuse – “innocent spouse” relief denied (Mitchell)
2002-11
Attempts to make 2001 Tax Act permanent; efforts at estate tax reform; law-school expenses not deductible (Galligan); ignorance of the law is no excuse – “innocent spouse” relief denied (Mitchell)
2002-11
05/24/02
The “sunset” provision of the 2001 Tax Act; new IRA distribution tables
2002-10
The “sunset” provision of the 2001 Tax Act; new IRA distribution tables
2002-10
04/18/02
Thoughts on 529 Plans; IRS issues final rules on IRA distributions; “decoupling”: Maryland, Nebraska and New York
2002-09
Thoughts on 529 Plans; IRS issues final rules on IRA distributions; “decoupling”: Maryland, Nebraska and New York
2002-09
04/09/02
Tax Court denies annual exclusion for gifts of LLC interests (Hackl); Florida says goodbye to estate tax revenues
2002-08
Tax Court denies annual exclusion for gifts of LLC interests (Hackl); Florida says goodbye to estate tax revenues
2002-08
03/20/02
Senate Finance Committee hearing on tax shelters; Joint Committee on Taxation report on shelters and judicial doctrines used against them
2002-07
Senate Finance Committee hearing on tax shelters; Joint Committee on Taxation report on shelters and judicial doctrines used against them
2002-07
03/15/02
Stimulus bill passes; bill to freeze some of 2001 Tax Act; CBO and OMB revenue projections; Concord Coalition suggestions about fiscal year 2003 budget; GRAT includibility under IRC Sec. 2039 (TAM 200210009); Vermont “decoupling”; the GST and “indirect” skips – the opt-out
2002-06
Stimulus bill passes; bill to freeze some of 2001 Tax Act; CBO and OMB revenue projections; Concord Coalition suggestions about fiscal year 2003 budget; GRAT includibility under IRC Sec. 2039 (TAM 200210009); Vermont “decoupling”; the GST and “indirect” skips – the opt-out
2002-06
02/28/02
Tax shelter amnesty (Announcement 2002-2); whither the corporate income tax?; IRS permits early CRUT termination (PLR 200208039) and tax treatment of early termination (PLR 200127023); IRS information on Victims' Relief Bill (Publication 3920); New York City's cigarette tax
2002-05
Tax shelter amnesty (Announcement 2002-2); whither the corporate income tax?; IRS permits early CRUT termination (PLR 200208039) and tax treatment of early termination (PLR 200127023); IRS information on Victims' Relief Bill (Publication 3920); New York City's cigarette tax
2002-05
02/22/02
President Bush's fiscal year 2003 budget; Senate vote on estate tax repeal; the shrinking surplus; increase in debt ceiling; taxability of frequent flyer miles (Announcement 2002-18); cigarette taxes
2002-04
President Bush's fiscal year 2003 budget; Senate vote on estate tax repeal; the shrinking surplus; increase in debt ceiling; taxability of frequent flyer miles (Announcement 2002-18); cigarette taxes
2002-04
Tax Topics – Table of Contents – 2013 – 10
HOUSE_OVERSIGHT_022339
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