HOUSE_OVERSIGHT_022330.jpg
1.17 MB
Extraction Summary
5
People
5
Organizations
1
Locations
11
Events
1
Relationships
1
Quotes
Document Information
Type:
Table of contents for a publication on 'tax topics'
File Size:
1.17 MB
Summary
This document is the 2013 table of contents for a 'Tax Topics' publication series from Deutsche Asset & Wealth Management, featuring articles by Blanche Lark Christerson. It lists various tax-related subjects published throughout the year, including legal cases like United States v. Windsor and updates on tax law. The document's content is about general U.S. tax matters and does not mention Jeffrey Epstein or his known associates, though the footer 'HOUSE_OVERSIGHT_022330' suggests it was collected as part of a congressional investigation.
People (5)
| Name | Role | Context |
|---|---|---|
| Blanche Lark Christerson | Managing Director, Senior Wealth Planning Strategist |
Listed as the author or point of contact for the 'Tax Topics' publication series from Deutsche Asset & Wealth Managem...
|
| President Obama | President of the United States |
Mentioned in relation to his Fiscal Year 2014 Budget.
|
| Windsor | Party in a legal case |
Mentioned in the context of the Supreme Court case 'United States v. Windsor' concerning the Defense of Marriage Act ...
|
| Belk | Party in a legal case |
Mentioned in relation to a case about a conservation easement as a charitable contribution.
|
| Scheidelman | Party in a legal case |
Mentioned in relation to a case where a façade easement was found to have zero value as a charitable deduction.
|
Organizations (5)
| Name | Type | Context |
|---|---|---|
| Deutsche Asset & Wealth Management |
The publisher of the 'Tax Topics' document.
|
|
| IRS (Internal Revenue Service) |
Mentioned as providing guidance and official inflation-adjustments.
|
|
| Treasury Department |
Mentioned as providing guidance related to the Windsor case.
|
|
| Supreme Court |
Mentioned for its ruling in United States v. Windsor, rejecting Section 3 of DOMA.
|
|
| HOUSE_OVERSIGHT |
Appears in the document's footer (HOUSE_OVERSIGHT_022330), likely indicating it was collected as evidence by a U.S. H...
|
Timeline (11 events)
01/25/13
Publication discussing 'Selected numbers from official IRS 2013 inflation-adjustments (Rev. Proc. 2013-15)' and a façade easement case (Scheidelman).
02/20/13
Publication discussing 'Conservation easement flunks as charitable contribution (Belk)', the 'American Taxpayer Relief Act', and other topics.
04/29/13
Publication of a document on 'Selected tax provisions from President Obama's Fiscal Year 2014 Budget'.
05/29/13
Publication of an 'Updated discussion of selected options to save for a child's college education'.
07/01/13
Publication of a document on 'Selected planning points: the now "permanent" $5 million exclusion, indexed for inflation, state estate taxes and "portable" spousal exclusions'.
08/28/13
Supreme Court rejects Section 3 of DOMA in the case United States v. Windsor.
United States
08/30/13
Publication of a 'Revised discussion of Windsor, reflecting guidance from the IRS and the Treasury Department, issued on August 29, 2013'.
11/15/13
Publication of a document on 'The government shutdown, and selected inflation-adjusted numbers for 2014 and end-of-the-year planning points'.
12/20/13
Publication of a document on 'Budgets, tax reform and "extenders"; end of the year round-up'.
Locations (1)
| Location | Context |
|---|---|
|
Mentioned in the title of the Supreme Court case 'United States v. Windsor'.
|
Relationships (1)
Blanche Lark Christerson is listed as 'Managing Director, Senior Wealth Planning Strategist' for Deutsche Asset & Wealth Management.
Key Quotes (1)
"defines "marriage" as only between a man and a woman"Source
HOUSE_OVERSIGHT_022330.jpg
Quote #1
Full Extracted Text
Complete text extracted from the document (1,561 characters)
Deutsche Asset
& Wealth Management
& Wealth Management
Blanche Lark Christerson
Managing Director, Senior Wealth Planning Strategist
Managing Director, Senior Wealth Planning Strategist
Tax Topics
Table of Contents
Table of Contents
2013
2013
12/20/13 Budgets, tax reform and "extenders"; end of the year round-up
2013-12
2013-12
11/15/13 The government shutdown, and selected inflation-adjusted numbers for 2014 and end-of-the-year planning points
2013-11
2013-11
10/07/13 A review of basic planning points
2013-10
2013-10
08/30/13 Revised discussion of Windsor, reflecting guidance from the IRS and the Treasury Department, issued on August 29, 2013
2013-09
2013-09
08/28/13 United States v. Windsor: the Supreme Court rejects Section 3 of DOMA, which defines "marriage" as only between a man and a woman
2013-08
2013-08
07/01/13 Selected planning points: the now "permanent" $5 million exclusion, indexed for inflation, state estate taxes and "portable" spousal exclusions
2013-07
2013-07
05/29/13 Updated discussion of selected options to save for a child's college education
2013-06
2013-06
04/29/13 Selected tax provisions from President Obama's Fiscal Year 2014 Budget
2013-05
2013-05
03/21/13 Updated estate planning glossary and selected income tax terms
2013-04
2013-04
02/20/13 Conservation easement flunks as charitable contribution (Belk); "DD" and the cost of employer-provided health care; two important 100-year anniversaries; some lesser-known provisions of the American Taxpayer Relief Act
2013-03
2013-03
01/25/13 Selected numbers from official IRS 2013 inflation-adjustments (Rev. Proc. 2013-15); façade easement has zero value as charitable deduction (Scheidelman)
2013-02
2013-02
HOUSE_OVERSIGHT_022330
Discussion 0
No comments yet
Be the first to share your thoughts on this epstein document