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Tag: Washington Talk

Blog

IRS removes e-file PIN retrieval tool

The e-file PIN retrieval tool was taken offline in June, following a suspicious uptick in attempts to use it, IRS Commissioner Koskinen reported at a security meeting in June. Taxpayers can no longer sign returns that they file online with an electronic filing personal identification number. The IRS is still trying to determine how many…

gstc August 31, 2016 No comment(s) Tags: IRS Washington Talk
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Blog

Proposed Regulations

In June the ABA’s Section of Real Property, Trust and Estate Law sent its comments to the IRS on the Proposed Regulations on consistent basis. A wide variety of technical improvements were suggested. Four substantive changes also were included: Reporting requirements should cease when an asset has been included in a subsequent estate. Pecuniary bequests…

gstc August 31, 2016 No comment(s) Tags: Washington Talk
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A stand-alone tax bill in September?

That was the hint dropped by Ways and Means Committee Chair Kevin Brady (R-Texas) in a July press conference, referring to the series of hearings held earlier this year. No specific legislation was identified. The key point is that Brady will be overseeing a new process for pushing tax bills through. “We are not bringing…

gstc August 31, 2016 No comment(s) Tags: Washington Talk
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Charities Helping Americans Regularly Throughout the Year (CHARITY) Act

To the applause of the nonprofit community, Senate Finance Committee member John Thune (R-S.D.), and Committee ranking minority member Ron Wyden (D-Ore.), in April introduced Charities Helping Americans Regularly Throughout the Year (CHARITY) Act (S. 2750). Important elements of the bill include: allowing donor-advised funds to receive charitable IRA distributions; simplifying the standard mileage rate…

gstc June 30, 2016 No comment(s) Tags: Washington Talk
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Health care reform task force

In February House Speaker Paul Ryan (R-Wisc.) appointed six task forces to study health care reform and ways to make the tax code reward work better. An early report was released April 29. Targets include eliminating the marriage tax penalty and bringing down the corporate tax rate, which is among the highest in the developed…

gstc June 30, 2016 No comment(s) Tags: health care Washington Talk
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Sensible Estate Tax Act of 2016

Democrats on the Ways and Means Committee are supporting H.R. 4996, the “Sensible Estate Tax Act of 2016,” introduced by ranking minority member Sander M. Levin (D-Mich). Key elements of the bill include: reducing the federal estate tax exempt amount to $3.5 million; chopping the federal gift tax lifetime exemption to $1 million; capping the…

gstc June 30, 2016 No comment(s) Tags: estate taxes Washington Talk
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2016 Filing snapshot

In early March the Treasury Inspector General for Tax Administration (TIGTA) took a snapshot of how this year’s filing season is going. The report was released on March 31. Among the observations: 93.9% of returns were filed electronically. Only 4 million returns came in on paper, to that point. 53.5 million refunds, totaling more than…

gstc June 30, 2016 No comment(s) Tags: Taxes Washington Talk
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About

Garden State offers a variety of trust administration and investment services to help you plan for your family’s future. Garden State Trust Company is a trust service office of Midwest Trust Company, a Kansas non-depository trust company regulated and examined by the Office of the State Banking Commissioner of Kansas.

Four Locations to Serve You

Wall   Main Office

2101 Highway 34 South, Suite A • Wall, NJ 07719
732-255-5000

South Jersey   Regional Office

One Holtec Drive, Suite G101 • Marlton, NJ 08053
856-281-1300

Four Locations to Serve You

Lebanon   Regional Office

1390 Route 22 West, Suite 101 • Lebanon, NJ 08833 908-287-7188

Linwood   Regional Office

2021 New Road, Suite 9 • Linwood, NJ 08221
856-281-1300
Garden State Trust Company
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