EFTA02652786.pdf

From: jeffrey E. <[email protected]> Sent: Monday, April 17, 2017 11:17 PM To: Richard Joslin Subject: Re: Re: but what about my fees for income tax planning? =AO sorry to bother you , i am also reviewing what you se=t. Im trying to figure out why we began the self employment tax with=AGI . I dont have the calcuatios but I will =oward some questions later. . On Mon, Apr 17, 2017 at 7:00 PM, =ichard Joslin < <mailto » wrote: Estate planning is generally non-dedu=tible (peronal) and any portion that would be deductible is not dedu=tible for AMT. Your agreement precludes investment advice. If Alan's fees are deductible he would itemize=the portion that might be planning/ deductible . However, he does not do s=. Here are a couple of cases. Last, I indicated in the past that such fees=could be deductible for the Medicare tax. You instructed to not claim the deduction. From: jeffrey E. [mailto:[email protected] Sent: Monday, April 17, 2017 6:27 PM To: Richard Joslin < <mailto >> Subject: Re: Re: thanks . . Maybe I was mista=en, but I thought your position was that my fees for leons planning =as NOT deductible. / was it the alt min limitation. =AO ? On Mon, Apr 17, 2017 at 6:24 PM, Richard Joslin <=a href="mailtc target="_blanle => wrote: Yes — falls under this bucket 3) in connection with the determination, collection or refund of any tax From: jeffrey E. [mailto:[email protected]] Sent: Monday, April 17, 2017 6:22 PM To: Richard Joslin < <mailto >> Subject: Re: Re: EFTA_R1_01896189 EFTA02652786  so do we agree that a fee for filing the delinquenst=8865s and other docs. would be deductible. ? =C2 I think so . just checking with you. On Mon, Apr 17, 2017 at 6:18 PM, Richard Joslin <=a href="mailtcl t target="_blank' => wrote: The foreign filings are required repo=ting for income tax purposes and are to be filed with income tax return, Tax return prep is deductible. Whether timely or d=linquent makes no difference. From: Jeffrey E. [mailto:[email protected] Sent: Monday, April 17, 2017 6:15 PM To: Richard Joslin < <mailto >> Subject: Re: fees for audits? =fees for preparation of the 8854 delinquent returns? On Mon, Apr 17, 2017 at 6:13 PM, Richard Joslin <=a href="mailt target="_blank' => 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? 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 2 EFTA_R1_01896190 EFTA02652787  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] <[email protected]> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved 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] <[email protected]> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved 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 3 EFTA_R1_01896191 EFTA02652788  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 4 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 --001a113947e08a4b4c054d64fb37-- conversation-id 47222 date-last-viewed 0 date-received 1492470995 flags 8590195713 gmail-label-ids 7 6 remote-id 706070 4 EFTA_R1_01896192 EFTA02652789