Personal and Charitable Planning Under Tax Relief 2001

“Personal and Charitable Planning Under Tax Relief 2001” addresses the need for taxpayers and estate and financial planners to reconsider their financial, retirement and estate plans in the coming years. Recent extensive changes in the tax code require careful consideration during each of the next several years in order to balance tax savings while maintaining personal, financial and charitable objectives. The purpose of this paper is to provide a brief view of some of the various provisions of the Act.