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From: jeffrey E. <[email protected]>
Sent: Thursday, April 13, 2017 1:44 PM
To: Thomas Turrin
Subject: Re: gift tax
so why do grantor trust need to be attached to return =/div>
On Thu, Apr=13, 2017 at 9:42 AM, Thomas Turrin < > wr=te:
yes, both are grantor tru=ts
From: jeffrey =. (mailto:[email protected] <mailto:[email protected]> I
Sent: Thursday, April 13, 2017 9:33 AM
To: Thomas Turrin
Subject: Re: gift tax
it is a grantor trust?
On Thu, Apr 13, 2017 at 8:59 AM, Thomas Turrin «= href="mailto
target="_blank' </=» wrote:
Trust docs get attached e=ch and every year when gift made to
a particular trust, =A0....otherwise it's considered an incomplete filing.=u>
</=>
From: jeffrey =. (mailto:[email protected] <mailto:[email protected]>
Sent: Thursday, April 13, 2017 8:57 AM
To: Thomas Turrin
Subject: Re: gift tax
are you required to send the trust doc each ye=r? or can we add trust docs already sent
On Thu, Apr 13, 2017 at 8:35 AM, Thomas Turrin «= href="mailto
targetCblanki </=.» wrote:
EFTA_R1_01895864
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Jeffrey,
The password is in next email.
I have the gift tax return ready to go.
I had sent the draft on March 8th. =C2 Attached
is the final version with trusts attached.
If you have any questions, let me know.
Thanks,
Tom
THOMAS TURRIN, CPA
Partner
Raich Ende Malter & Co. LLP
1375 Broadway
New York, New York =0018
<tel: >(
<tel: > (Direct line)<=>
<tel: > (Fax)
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<tel: > (Cell)<=>
Email: <mailto
Website: http://w=w.rem-co.com/<http://www.rem-co.com/>
From: Thomas T=rrin
Sent: Wednesday, March 08, 2017 1:55 PM
To: 'jeffrey E.'
Subject: Draft - gift tax
Jeffrey,
Draft of gift tax return attached. Passw=rd in next email.
I reconciled the trust bank account for 2016. =C2 What is
reported on the gift tax return is the gift to the t=ust.
Per the family office, there were no new GRATS in 20=6.
Let me know if you have any questions.=/p>
Tom
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bd8bd3e0f2bb934a7ecbaf72c84cba03901b56ba7547d048c172556caea4d17b
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EFTA02652555
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