EFTA Document EFTA01450709

11/19/02 Aftermath of the mid-term elections and the AMT; estate tax issues; inflation-adjusted 2002-20 numbers for 2003 10/25/02 Run-down on proposed legislation: the CARE and NESTEG bills; next year's FICA; 2002-19 low 7520 rates and planning: OPRTs, CLATs, CRATs. GRATs and charitable gift annuities 09/20/02 Possible permanency of 2001 Tax Act and its education provisionsrdecoupling": 2002-18 D.C., Massachusetts. New Jersey and New York 09/04/02 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 2002-16 from Cathy Vohs of the IRS 08/01/02 CARE Act progresses — proposed gifts to charity from IRAs 2002-15 07/23/02 Corrections on IRA discussion; single life distribution table 2002-14 07/18/02 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 2002-12 (Notice 2002-47) 06/21/02 Attempts to make 2001 Tax Act permanent: efforts at estate tax reform: law-school 2002-11 expenses not deductible (Gailigan): ignorance of the law is no excuse — "innocent spouse" relief denied (Mitchell) 05/24/02 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": 2002-09 Maryland, Nebraska and New York 04/09/02 Tax Court denies annual exclusion for gifts of LLC interests (Hatt); Florida says 2002-08 goodbye to estate tax revenues 03/20/02 Senate Finance Committee hearing on tax shelters; Joint Committee on Taxation 2002-07 report on shelters and judicial doctrines used against them 03/15/02 Stimulus bill passes; bill to freeze some of 2001 Tax Act; CBO and OMB revenue 2002-06 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 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 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 2002-05 2002-04 Tax Topits - Table of Contents - 2013 - 10 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 106530 CONFIDENTIAL SDNY_GM_00252714 EFTA01450709