Capital Financial Group, Inc.An Independent Firm
 
1660 Wynkoop Street
Suite 1155
DenverCO 80202
Phone: 303-629-7500
Fax: 303-629-7560
Toll-Free: 800-268-2689
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RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRASIPC

Estate Tax Bill Update

What's New Regarding Estate Tax Reform: Compromise Would End Death Tax - Estate taxes would be repealed in 2011 under legislation proposed by the leader's of the Senate Finance Committee. The amount of an estate not subject to taxes would rise to $4 million over the next 10 years under the bipartisan compromise. (Please see chart below.)

The proposal, named the "Restoring Earnings to Lift Individuals and Empower Families (RELIEF) Act of 2001," includes marginal rate cuts, marriage penalty relief, doubling of the $500 child care credit, and, most importantly, estate (but not gift) tax repeal.



Calendar Year Estate and GST Tax Deathtime
Transfer Tax Exemption
Highest Estate and
Gift Tax Rates
     
2002 $1 million 50%
2003 $1 million 49%
2004 $2 million 48%
2005 $3 million 47%
2006 $3 million 46%
2007 $3 million 45%
2008 $3.5 million 45%
2009 $3.5 million 45%
2010 $4 million 45%
 

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