📄 Extracted Text (652 words)
From: Thomas Turrin
Sent: Friday, May 26, 2017 11:27 AM
To: jeffrey E.
Subject: Re:
I don't have power of attorney to discuss anything regarding the client she is auditing. Also &=bsp;l don't want to get
into a discussion about sending only&=bsp;
relevant pages vs complete return. Ta=king to
her won't help or alleviate sending more inf=.
I will send you complete draft of response o= Tuesday morning. I won't send anything to agen= until you ok.
Sent from my iPhone
On May 26, 2017, at 7:05 AM, jeffrey E. <[email protected] <mailto:jeevacation@g=ail.com» wrote:
should you call her first? , pleas= forward to me first as well
On Fri, May 26, 2017 at 7:04 AM, Thomas Turrin
wrote:
I doubt agent would accept a redacted copy(items concealed) but I woul= suggest sending only the
relevant pages of the gift tax return so she cou=d see that gift was reported and tax was paid. The total gift also
=ncluded jewelry etc (at retail value) which was included with the cash and reported on the gift tax return. My c=ver
letter would explain.
I think the best approa=h is just send her a copy of only the relevant pages with my cover letter.=..this
should shut down her audit of this particular issue.
Her official audi= manual most likely requires her to obtain copy of donor gift tax return..=conclusive
proof.
Sent from my iPhone
On May 26, 2017, at 6:09 AM, jeffrey E. <[email protected] <mailto:jeevacation@g=ail.com»
wrote:
tom the agent wants leons gift tax return . &nb=p; 1 do you call her first? do you ask if a
=edacted return is ok with her. . if not. do you just sen= the un redacted topy with a cover letter. ?
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