Summary
:

There were three significant pieces of tax legislation enacted during 2010:

The Hiring Incentives to Restore Employment Act (March, 2010);

The Small Business Jobs Act (September, 2010); and

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act (December, 2010), which:

·         Extends the tax cuts from the 2001 tax act for another 2 years

·         Extends marriage penalty relief

·         Cuts the employee part of Social Security payroll taxes from 6.2% to 4.2%

·         Extends the child tax credit

·         Extends the elimination of the phaseout of itemized deductions for two years

·         Extends the elimination of the personal exemption phase out for two years

·         Extends the maximum tax rate of 15% on capital gains and dividends

·         Includes an “AMT patch” for 2010 and 2011

·         Reinstates the Federal Estate Tax, but with a $5Million exclusion and a maximum rate of 35% for decedents dying after 12/31/2009 and before 01/01/2013

·         Extends the Gift Tax provisions of the 2001 tax act ($1Million exclusion, 35% maximum tax rate)

·         Imposes a 0.9% additional Medicare tax for single persons with wages greater than $200K, and married (joint return) wagtes of more than $250K.

·         Renews the state and local sales tax deduction, teachers classroom expense deduction, higher education tuition deduction, and tax free distributions from IRAs if paid to a charity

Please note:  Many of the December tax law changes require reprogramming of IRS tax management software and reprogramming of commercial tax preparation software.  The IRS has already advised that they will not accept returns with certain forms (e.g. Schedule A Itemized Deductions) until after mid-February 2011.

 Contact me to arrange a briefing on these tax law changes.