EFTA02652503.pdf

From: jeffrey E. <[email protected]> Sent: Monday, April 17, 2017 10:18 PM To: Richard Joslin Subject: Re: order to be deductible, the IRS requires tha= es=ate planning fees <https://www.irs.gov/pub/irs-pdf/p550.pdf> must be paid: (1) for the production or collection of income; (2) for the management, conservation or maintenance of property held for the production of income; or (3) in connection with the determination, collection or refund <http://www.investopedia.c=m/terms/r/refund.asp> of any tax. So how might this apply to estate planning fees? If, for example, the estate pl=n chttp://www.investopedia.com/advisor-netwo=k/articles/051716/why-its-so-important-update-your-estate-plan/> involves advice on the construction of income generating instruments= such as an income trust <http://www.investopedia.cor/terms/i/incometrustasp> , or provides guidance on the us= of property transfer methods to avoid Federal or State Estate or Inheritance tax <http://www.investopedia.=om/terms/e/estatetax.asp> , =hese would meet the IRS restrictions for the ability to deduct such expens=s. Other examples might include investment advice <http:/=www.investopedia.com/terms/i/investment-advice.asp> =or trusts held by the estate, trust tax preparation fees and account custo=ial fees while held by the estate Read more: Are estate planning fees tax deductible? I Investopedia <http://www.inves=opedia.com/ask/answers/113015/are-estate-planning-fees-tax-deductible.asp#=xzz4eYlkslWb> =a style="color:rgb(0,51,153)" href="http://www.investopedia.com/ask/an=wers/113015/are-estate-planning-fees-tax- deductible.asp#ixzz4eYlkslWb">htt=://www.investopedia.com/ask/answers/113015/are-estate-planning-fees-tax- de=uctible.asptfixzz4eYlkslWb Follow us: Investopedia on Facebook chttp://ec.tynt.com/b/rf?id=arwjQmCEqr4I6Cadbi-b=q&u=lnvestopedia> =/div> On Mo=, Apr 17, 2017 at 6:13 PM, Richard Joslin < ><=span> wrote: Income tax planning and fees for serv=ces to calculate the income tax are deductible From: jeffrey E. [mailto:[email protected] Sent: Monday, April 17, 2017 6:09 PM To: Richard Joslin < <mailto >> Subject: are fees for tax planning deductible? 1 EFTA_R1_01895808 EFTA02652503  please no=e The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected] <mailto:[email protected]> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved =AO please note The information contained i= this communication is confidential, may be attorney-client privileged,=may constitute inside information, and is intended only for the use =f the addressee. It is the property of JEE Unauthorized use, disclos=re or copying of this communication or any part thereof is strictly pro=ibited and may be unlawful. If you have received this communication =n error, please notify us immediately by return e-mail or by e-mail to =a href="mailto:[email protected]" target="_blank">jeevacation@gmai=.com, and destroy this communication and all copies thereof, inc=uding all attachments. copyright -all rights reserved --001a11c0a466f223d1054d6429b2-- conversation-id 47222 date-last-viewed 0 date-received 1492467479 flags 8590195713 gmail-label-ids 7 6 remote-id 705980 2 EFTA_R1_01895809 EFTA02652504