This document is a memo from Blanche Lark Christerson, Managing Director and Senior Wealth Planning Strategist, discussing President Obama's Fiscal Year 2014 budget and its tax provisions. It covers various proposals including limiting tax benefits, the 'Buffett Rule', restoring 2009 transfer tax parameters, requiring consistent basis for transfer tax and income tax, and more. The memo provides comments on each proposal and discusses their potential implications.
documents/vol00010-efta01463233-pdf.pdf
{"title":"Tax Topics 2013-05","key_people":["Blanche Lark Christerson","President Obama","Rep. Dave Camp","Sen. Max Baucus"],"document_date":"2013-04-29","document_type":"correspondence","key_locations":["New York City"],"document_subtype":"memo","key_organizations":["Deutsche Asset & Wealth Management","Treasury Department","IRS","House Ways & Means Committee","Senate Finance Committee"],"reference_numbers":["EFTA01463233","EFTA01463234","EFTA01463235","EFTA01463236","EFTA01463237","EFTA01463238","EFTA01463239","EFTA01463240","EFTA01463241","EFTA01463242","EFTA01463243","EFTA01463244"]}