Illegal Activity
none
Blackmail
none
Date
2013-07-01
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42
Summary
Amanda Kirby is compiling a distribution list for Ben Pace emails and Tax Topics. The Tax Topics email from Blanche Christerson discusses changes in tax laws and rates, including the estate tax exclusion and applicable federal mid-term rates.
Metadata
- Subject
- Fw: Tax Topics
- Sender
- Amanda Kirby
- Recipients
- Paul Morris
- Document ID
- DB-SDNY-0103435
- Date
- 2013-07-01
Relationships 2
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Amanda Kirby | email correspondence | Paul Morris | Amanda Kirby sends Paul Morris an email regarding the distribution list for Ben Pace emails and Tax Topics. |
| Blanche Christerson | email correspondence | Amanda Kirby | Blanche Christerson sends Amanda Kirby an email regarding Tax Topics. |
Notable Quotes 2
This edition of Tax Topics discusses selected planning points in light of the now "permanent" (and ever-increasing) SS million exclusion against gift and estate taxes (it's now 45.25 million) and "portable" spousal exclusions.
Happy Fourth of July to you!
Financial Information
Amounts:SS million45.25 million
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowCommunications/correspondence
Organizations 2
Deutsche Bank Trust Company, N.A.Deutsche Asset & Wealth Management
Locations 4
New YorkNew JerseyConnecticut345 Park Avenue, NYC 20-2606
Financial Entities 1
Deutsche Bank Trust Company, N.A.
Text Analysis
- Tone
- Informative
- Purpose
- To distribute tax information and updates.
- Significance
- The email discusses changes in tax laws and rates, which is relevant for financial planning.
File Info
- File Name
- EFTA01448416.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:42:50.004565
- DOJ Source
- View on DOJ