EFTA Document EFTA01450710

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 01/25/02 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 2002-01 Advocate 2001 12/21/01 The stimulus package; the Victims of Terrorism Relief Act; inflation-adjusted numbers 2001-25 for 2002 11/30/01 More on Victims of Terrorism bill (history of prior such bills); applicability of FICA and 2001-24 FUTA taxes to ISOs (incentive stock options): proposed regulations (REG-142686.01) and Notices 2001-72 and 2001-73; the AMT and ISOs 11/26/01 Stimulus package stalls; Victims' Relief bill progresses; 18% capital gains tax rate and 2001-23 gain on principal residence exclusion (Revenue Ruling 2001-57) 10/31/01 More thoughts on the Victims of Terrorism relief bill; FICA increase; France and the 2001-22 VAT 10/24/01 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 09/04/01 More on liming" and the new estate tax rates; the phase-out of the state death tax 2001-19 credit 08/07/01 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 2001-17 deemed allocations 07/25/01 GST changes under 2001 Tax Act 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 2001-16 2001-15 06/29/01 Some of the numbers behind the 2001 Tax Act 2001-14 06/04/01 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 2001-12 (H.R. 1785) 05/18/01 Rundown on the 'Relief bill; the "Byrd rule" 2001-11 Tax Topics - Tabled Contonls - 2013 - 11 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0 106531 SDNY_GM_00252715 EFTA01450710