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Taxation & Estate Planning

: Rubin on Tax

SUMMARY TABLE OF TRANSFER TAX EXEMPTIONS, RATES, KEY CREDITS & BASIS ADJUSTMENTS

By Charles Rubin

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Trying to keep track of the various changes in the federal transfer tax exemptions, credits, rates, and basis adjustments that have occurred since 2001 and the enactment of EGTRA is becoming a difficult task. Below is a summary table I have created. If anyone sees any necessary corrections, please leave a comment and I will update it.

image

The table is too large to read well here. A downloadable PDF version of this table is located here, or at http://www.box.net/shared/ndsso2kmsd.

Full post as published by Rubin on Tax on April 01, 2011 (boomark / email).

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