Pocket Tax Tables

Pocket Tax Tables, are a quick guide to frequently-used tax information.

Current Tables:

A message from ACTEC President Bruce Stone (March 6, 2016)

Greetings to all my Fellows.

The new edition of the Pocket Tax Tables has been completed and is now posted online (hardcopies were mailed to you this past week).

I want to take this opportunity to give my deepest personal thanks to Fellow Larry Katzenstein for taking on the responsibility for preparation of the Pocket Tax Tables.  Larry has done this purely as a labor of love for the College.  The only compensation that he receives for his many hours of work on this is the appreciation and thanks that he receives from each of us.  I hope that you will thank Larry for what he does for us, and that you will think of him each time that you refer to the tables.

I also want to thank three Fellows in particular who preceded Larry in editing and producing the Pocket Tax Tables.  The first edition of the tables was published in 1984, and was edited by Fred Keydel.  Ted Atlass became the editor in 2001, and Jeff Galant became a co-editor with Ted in 2013.  Fred passed away in 2005, but Ted and Jeff are still very much alive and active as Fellows, and we owe them thanks for what they have done as well.

I would be remiss if I did not mention that a fair amount of what appears in the pocket tax tables has been freely given by Larry from his software program Tiger Tables.  I am a subscriber myself.   Larry has recently released the 2016 version of Tiger Tables.  The 2016 update adds calculations not only of net gifts, but also net net gifts that are net of both gift tax and estate tax brought back into the estate by section 2035(b) as permitted by the recent Steinberg case.  It will calculate how much a person can give away during the current year based on the person’s remaining exemption – not an easy task, because gift tax on prior gifts must be recalculated using current year rates.  If you use actuarial software, you can find details at www.tigertables.com.

Bruce

 

​Past Tables:

  • 2015 - Revised through November 1, 2015
  • 2014 - Revised through March 1, 2014
  • 2013 - Revised through September 1, 2013
  • 2010 - Revised through August 1, 2010