Epstein Secrets

ealth Planning Strategist Tax Topics 12/20/13 2013-12 Budgets, tax reform and “extenders” As the year winds down, House Budget Committee Chairman Paul Ryan (R-W1) and Senate Budget Committee Chairman Patty Murray (D-WA) have hammered out a budget deal that forestalls — for two years — another government

winds down, House Budget Committee Chairman Paul Ryan (R-W1) and Senate Budget Committee Chairman Patty

Deutsche Asset & Wealth Management Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 12/20/13 2013-12 Budgets, tax reform

arterly), and 1.71% (monthly). Tax Topics 12/20/13 4 HOUSE_OVERSIGHT_022328 --- PAGE BREAK --- Blanche Lark Christerson is a managing director at Deutsche Asset & Wealth Management in New York City, and can be reached at [email protected]. The opinions and analyses expressed herein are those of the author and do not ne

reported to the IRS on form 109943 for the applicable tax year in which the security is Page 5 of 12 9,270CSF30014 CPR:4hp( pp I Account Number Ryan, I Atexidnt Go paperless sem.— Ye. ' in A Raw E FAZE r A ciNFID5NTI u ar t.00.421E000MMUNICATIO A..* . L NS SONY_GM_OOO48667 CONFIDENTIAL

/Loss 0.00 0.00 .13,419.72 This summary excludes transactions where cost basis information is not available. For Your Inform ation Go Papedess. Deutsche Asset & Wealth Management now offers electronic delivery of certain account communications for Weakh Management clients. Sign up today at WAw.myedocumentsuite.com for this ea

Deutsche Asset & Wealth Management Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 2013 Table of Contents 2013 12/20/13

s revenue raisers (consistent basis reporting, limits on valuation discounts and GRAT restrictions), “PAYGO” and Sen. Kyl’s estate tax proposal; Rep. Ryan’s “Roadmap”; NY drops “privity” requirement for executor’s suit against estate planning attorney (Schneider v. Finnman) 05/28/10 “Pierre II”. the Ta

Chamales) Tax Topics — Table of Contents — 2013 — 13 HOUSE_OVERSIGHT_022342 --- PAGE BREAK --- Blanche Lark Christerson is a managing director at Deutsche Asset & Wealth Management in New York City, and can be reached at [email protected]. The opinions and analyses expressed herein are those of the author and do not ne