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Deutsche Asset & Wealth Management Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 2013 Table of Contents 2013 12/20/13 Budgets, tax reform and “extenders”; end of the year round-up 2013-12 11/15/13 The government shutdown, and selected inflation-adjusted numbers for 2014 and 2013-11 end-of-the-year planning points 10/07/13 A review of basic planning points 2013-10 08/30/13 Revised discussion of Windsor, reflecting guidance from the IRS and the Treasury 2013-09 Department, issued on August 29, 2013 08/28/13 United States v. Windsor. the Supreme Court rejects Section 3 of DOMA, which 2013-08 defines “marriage” as only between a man and a woman 07/01/13 Selected planning points: the now “permanent” $5 million exclusion, indexed for 2013-07 inflation, state estate taxes and “portable” spousal exclusions 05/29/13 Updated discussion of selected options to save for a child’s college education 2013-06 04/29/13 Selected tax provisions from President Obama’s Fiscal Year 2014 Budget 2013-05 03/21/13 Updated estate planning glossary and selected income tax terms 2013-04 02/20/13 Conservation easement flunks as charitable contribution (Be/k); “DD” and the cost of 2013-03 employer-provided health care; two important 100-year anniversaries; some lesser- known provisions of the American Taxpayer Relief Act 01/25/13 Selected numbers from official IRS 2013 inflation-adjustments (Rev. Proc. 2013-15); 2013-02 fagade easement has zero value as charitable deduction (Scheidelman) 7 HOUSE_OVERSIGHT_022330