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The Economic Growth And Tax Relief Reconciliation Act of 2001 (EGTRRA)…Or “Sleight of Hand…Congress’ Idea of How To Confuse The Taxpayer”

Credits for Research Materials

Slide 3

THE BOTTOM LINE

Lincoln On Alliances

Life’s Key Goals

Life Plan Goals And Objectives

OVERVIEW

Income Tax Changes

Income Tax Changes

Phase-In of Individual Rate Reductions

BUT THE BAD NEWS

Estate, Gift & Generation Skipping Tax (GST) Changes

Estate, Gift & Generation Skipping Tax (GST) Changes

Estate, Gift & Generation Skipping Tax (GST) Changes

Estate, Gift & Generation Skipping Tax (GST) Changes

Slide 17

Action Steps

 

 

 

 

 

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