S1178-118

Introduced

To amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes.

118th Congress Introduced Apr 18, 2023

Analysis under review: This bill has generated analysis that may be too generic or incomplete. Clause-level evidence remains available below.

Summary

What This Bill Does

The bill requires modifications to estate, gift, and generation-skipping transfer taxes Section 2001(c) of the Internal Revenue Code of 1986 is amended by striking the last 2 rows and inserting the following: Over $750,000 but, requires modification of estate tax rules with respect to land subject to conservation easements Subparagraph (B) of section 2031(c)(1) of the Internal Revenue Code of 1986 is amended by striking $500,000 and inserting, and creates clarification regarding disallowance of step-up in basis for property held in certain grantor trusts Section 1014 of the Internal Revenue Code of 1986 is amended— by redesignating subsection (f) as subsection. It relies on definition changes, compliance mandates, tax rate changes, and grants. The main policy areas are Regulated Industries, Agriculture, and Finance.

Who Benefits and How

Public beneficiaries or protected communities affected by the clause could face reduced risk and Regulated entities and members of the public affected by the bill could gain revenue opportunities.

Who Bears the Burden and How

Federal, state, or local agencies responsible for implementing the clause would take on compliance duties, Regulated entities and members of the public affected by the bill could lose revenue opportunities, and Public beneficiaries or protected communities affected by the clause could face increased risk.

Key Provisions

  • Requires modifications to estate, gift, and generation-skipping transfer taxes Section 2001(c) of the Internal Revenue Code of 1986 is amended by striking the last 2 rows and inserting the following: Over $750,000 but...
  • Requires modification of estate tax rules with respect to land subject to conservation easements Subparagraph (B) of section 2031(c)(1) of the Internal Revenue Code of 1986 is amended by striking $500,000 and inserting...
  • Creates clarification regarding disallowance of step-up in basis for property held in certain grantor trusts Section 1014 of the Internal Revenue Code of 1986 is amended— by redesignating subsection (f) as subsection...
  • Requires limitation on discounts; valuation rules for certain transfers of nonbusiness assets Chapter 14 of subtitle B of the Internal Revenue Code of 1986 is amended by adding at the end the following new section...
  • Requires limitation on discounts; valuation rules for certain transfers of nonbusiness assets.

Evidence Chain:

This summary is generated from the full bill text using AI analysis. Expand "Detailed Analysis" below for identified beneficiaries/burden bearers with clause-level evidence links.

At a Glance

What This Bill Does

The bill requires modifications to estate, gift, and generation-skipping transfer taxes Section 2001(c) of the Internal Revenue Code of 1986 is amended by striking the last 2 rows and inserting the following: Over $750,000 but, requires modification of estate tax rules with respect to land subject to conservation easements Subparagraph (B) of section 2031(c)(1) of the Internal Revenue Code of 1986 is amended by striking $500,000 and inserting, and creates clarification regarding disallowance of step-up in basis for property held in certain grantor trusts Section 1014 of the Internal Revenue Code of 1986 is amended— by redesignating subsection (f) as subsection.

Key Policy Areas

Regulated Industries, Agriculture, Finance

Primary Purpose

The bill requires modifications to estate, gift, and generation-skipping transfer taxes Section 2001(c) of the Internal Revenue Code of 1986 is amended by striking the last 2 rows and inserting the following: Over $750,000 but, requires modification of estate tax rules with respect to land subject to conservation easements Subparagraph (B) of section 2031(c)(1) of the Internal Revenue Code of 1986 is amended by striking $500,000 and inserting, and creates clarification regarding disallowance of step-up in basis for property held in certain grantor trusts Section 1014 of the Internal Revenue Code of 1986 is amended— by redesignating subsection (f) as subsection.

Policy Domains

Regulated Industries Agriculture Finance

Whole bill

Identified Gains
  • Public beneficiaries or protected communities affected by the clause
  • Regulated entities and members of the public affected by the bill
Model: codex-gpt-5:bulk-repair | Version: bill_summary_v2 | Source: is
Regulated entities and members of the public affected by the bill: , , , , ,
Public beneficiaries or protected communities affected by the clause: , , , , , , ,
Identified Costs
  • Federal, state, or local agencies responsible for implementing the clause
  • Regulated entities and members of the public affected by the bill
  • Public beneficiaries or protected communities affected by the clause
  • Businesses and employers affected by the bill
  • Agricultural producers and rural communities affected by the bill
Model: codex-gpt-5:bulk-repair | Version: bill_summary_v2 | Source: is
Businesses and employers affected by the bill: ,
Agricultural producers and rural communities affected by the bill: ,
Regulated entities and members of the public affected by the bill: , , ,
Public beneficiaries or protected communities affected by the clause: , ,
Federal, state, or local agencies responsible for implementing the clause: , , , , , , , , , , ,

Legislative Progress

Introduced
Introduced Committee Passed
Apr 18, 2023

Mr. Sanders (for himself and Ms. Warren) introduced the following …

Impact analysis is available but no clear stakeholder effects identified. View clause-level analysis →

Bill Structure & Actor Mappings

Who is "The Secretary" in each section?

Domains
Regulated Industries Agriculture Finance

We use a combination of our own taxonomy and classification in addition to large language models to assess meaning and potential beneficiaries. High confidence means strong textual evidence. Always verify with the original bill text.

Learn more about our methodology