HOUSE_OVERSIGHT_022340.jpg
1.35 MB
Extraction Summary
2
People
3
Organizations
8
Locations
3
Events
3
Relationships
6
Quotes
Document Information
Type:
Table of contents / index page from a 'tax topics' publication
File Size:
1.35 MB
Summary
This document is a table of contents from a publication titled 'Tax Topics,' listing articles and their corresponding reference numbers from 2001 and 2002. The topics are focused on U.S. tax legislation and IRS rulings, such as the Victims of Terrorism Relief Act, stimulus packages, and estate tax changes. The Bates stamp 'HOUSE_OVERSIGHT_022340' indicates it was part of a document production for the House Oversight Committee, but the page content itself shows no direct connection to Jeffrey Epstein.
People (2)
| Name | Role | Context |
|---|---|---|
| Tom Daschle | Politician (context suggests) |
Mentioned as giving a speech on the economy on 01/11/02.
|
| Neal | Unknown (context suggests a legislator) |
Mentioned in the entry for 05/22/01: 'Neal tries to shut down swap funds (H.R. 1785)'.
|
Organizations (3)
| Name | Type | Context |
|---|---|---|
| IRS (Internal Revenue Service) |
Mentioned as issuing a Notice on split-dollar life insurance (Notice 2002-8) and other rulings.
|
|
| National Taxpayer Advocate |
The 2001 Report of the National Taxpayer Advocate is mentioned.
|
|
| House Oversight |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_022340' at the bottom of the page, indicating the document was part of a ...
|
Timeline (3 events)
01/31/02
Victims' Relief bill (H.R. 3575) was signed. The bill reinstated marital deduction for non-citizen spouses.
USA
2001
Discussion and passage of various tax acts and stimulus packages, including the Victims of Terrorism Relief Act and EGTRRA (the 2001 Tax Act).
USA
Locations (8)
| Location | Context |
|---|---|
|
Mentioned in relation to the state death tax credit and 'decoupling'.
|
|
|
Mentioned in relation to the state death tax credit and 'decoupling'.
|
|
|
Mentioned in relation to the state death tax credit and 'decoupling'.
|
|
|
Mentioned as experiencing budget shortfalls.
|
|
|
Mentioned as experiencing budget shortfalls.
|
|
|
Mentioned as experiencing budget shortfalls.
|
|
|
Mentioned as experiencing budget shortfalls.
|
|
|
Mentioned in the context of the VAT (Value Added Tax).
|
Relationships (3)
sons
→
Familial
→
Mom
Mentioned in the context of an IRA ruling (07/10/01): 'sons can't be default "designated beneficiaries"'.
daughter
→
Familial
→
Mom
Mentioned in the context of an IRA ruling (07/10/01): 'daughter can't name herself as Mom's designated beneficiary after Mom's death'.
non-citizen spouses
→
Marital
→
citizen spouses (implied)
Mentioned in the context of a bill to reinstate marital deduction for non-citizen spouses (H.R. 3575) on 01/31/02.
Key Quotes (6)
"decoupling"Source
HOUSE_OVERSIGHT_022340.jpg
Quote #1
"timing"Source
HOUSE_OVERSIGHT_022340.jpg
Quote #2
"sunset"Source
HOUSE_OVERSIGHT_022340.jpg
Quote #3
"indirect"Source
HOUSE_OVERSIGHT_022340.jpg
Quote #4
"designated beneficiaries"Source
HOUSE_OVERSIGHT_022340.jpg
Quote #5
"Relief"Source
HOUSE_OVERSIGHT_022340.jpg
Quote #6
Full Extracted Text
Complete text extracted from the document (2,210 characters)
01/31/02
Victims' Relief bill signed - planning points; bill to reinstate marital deduction for non-citizen spouses (H.R. 3575); the state death tax credit and "decoupling": Minnesota, Rhode Island and Wisconsin
2002-03
Victims' Relief bill signed - planning points; bill to reinstate marital deduction for non-citizen spouses (H.R. 3575); the state death tax credit and "decoupling": Minnesota, Rhode Island and Wisconsin
2002-03
01/25/02
IRS Notice on split-dollar life insurance (Notice 2002-8)
2002-02
IRS Notice on split-dollar life insurance (Notice 2002-8)
2002-02
01/11/02
Tom Daschle speech on the economy; 2001 Report of the National Taxpayer Advocate
2002-01
Tom Daschle speech on the economy; 2001 Report of the National Taxpayer Advocate
2002-01
2001
12/21/01
The stimulus package; the Victims of Terrorism Relief Act; inflation-adjusted numbers for 2002
2001-25
The stimulus package; the Victims of Terrorism Relief Act; inflation-adjusted numbers for 2002
2001-25
11/30/01
More on Victims of Terrorism bill (history of prior such bills); applicability of FICA and FUTA taxes to ISOs (incentive stock options): proposed regulations (REG-142686-01) and Notices 2001-72 and 2001-73; the AMT and ISOs
2001-24
More on Victims of Terrorism bill (history of prior such bills); applicability of FICA and FUTA taxes to ISOs (incentive stock options): proposed regulations (REG-142686-01) and Notices 2001-72 and 2001-73; the AMT and ISOs
2001-24
11/26/01
Stimulus package stalls; Victims' Relief bill progresses; 18% capital gains tax rate and gain on principal residence exclusion (Revenue Ruling 2001-57)
2001-23
Stimulus package stalls; Victims' Relief bill progresses; 18% capital gains tax rate and gain on principal residence exclusion (Revenue Ruling 2001-57)
2001-23
10/31/01
More thoughts on the Victims of Terrorism relief bill; FICA increase; France and the VAT
2001-22
More thoughts on the Victims of Terrorism relief bill; FICA increase; France and the VAT
2001-22
10/24/01
Stimulus plans; budget shortfalls in California, Florida, New York and North Carolina
2001-21
Stimulus plans; budget shortfalls in California, Florida, New York and North Carolina
2001-21
09/28/01
9/11 aftermath: Victims of Terrorism Relief Act
2001-20
9/11 aftermath: Victims of Terrorism Relief Act
2001-20
09/04/01
More on "timing" and the new estate tax rates; the phase-out of the state death tax credit
2001-19
More on "timing" and the new estate tax rates; the phase-out of the state death tax credit
2001-19
08/07/01
AMT ISO relief?; "timing" and the new estate tax rates; the tax rebates
2001-18
AMT ISO relief?; "timing" and the new estate tax rates; the tax rebates
2001-18
08/02/01
Possible repeal of the "sunset" provision and the estate tax; GST "indirect" skips and deemed allocations
2001-17
Possible repeal of the "sunset" provision and the estate tax; GST "indirect" skips and deemed allocations
2001-17
07/25/01
GST changes under 2001 Tax Act
2001-16
GST changes under 2001 Tax Act
2001-16
07/10/01
Two unfavorable IRA rulings: sons can't be default "designated beneficiaries" (PLR 2001260410) and daughter can't name herself as Mom's designated beneficiary after Mom's death (PLR 200126036); new IRA rules wouldn't necessarily have made a difference
2001-15
Two unfavorable IRA rulings: sons can't be default "designated beneficiaries" (PLR 2001260410) and daughter can't name herself as Mom's designated beneficiary after Mom's death (PLR 200126036); new IRA rules wouldn't necessarily have made a difference
2001-15
06/29/01
Some of the numbers behind the 2001 Tax Act
2001-14
Some of the numbers behind the 2001 Tax Act
2001-14
06/04/01
Rundown on EGTRRA (the 2001 Tax Act)
2001-13
Rundown on EGTRRA (the 2001 Tax Act)
2001-13
05/22/01
Gifts to non-grantor trusts under the "Relief" bill; Neal tries to shut down swap funds (H.R. 1785)
2001-12
Gifts to non-grantor trusts under the "Relief" bill; Neal tries to shut down swap funds (H.R. 1785)
2001-12
05/18/01
Rundown on the "Relief" bill; the "Byrd rule"
2001-11
Rundown on the "Relief" bill; the "Byrd rule"
2001-11
Tax Topics - Table of Contents - 2013 - 11
HOUSE_OVERSIGHT_022340
HOUSE_OVERSIGHT_022340
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