EFTA02652574.pdf

From: jeffrey E. <[email protected]> Sent: Monday, April 17, 2017 10:28 PM To: Richard Joslin Subject: Re: Re: im aware . howeer as long as it fits the categ=ries lye laid out , it is clear that they are. ie. provi=es guidance on the use of property transfer methods to avoid Federal or State Estate or Inheritance tax <http://www.investopedia.com/terms/e/estatetax.asp> , these would meet the l=S restrictions for the ability to deduct such expenses. refund of any tax. So how might this apply to estate planning fees? If, for example, the estate plan chttp://www.investopedia.com/advisor-network/articles/051716/why-it.-so-important-update-your-estate-plan/> involves advice on the construction of income generating in=truments, such as an income trust chttp://www.investopedia.com/terms/i/incometrust.asp> , or provides guidance on the use of property transf=r methods to avoid Federal or State Estate or Inheritance tax <http://www.investopedia.com/terms/e/estatetax.asp> , these would meet the l=S restrictions for the ability to deduct such expenses. Other examples mig=t include investment advice <http://www.investopedia.com/terms/i/investment-advice.asp> for trusts held by the estate, trust tax=preparation fees and account custodial fees while held by the estate Read more: Are estate planning fees tax deductible? I In=estopedia <http://www.investopedia.com/ask/answers/113015/are-es=ate-planning-fees-tax-deductible.asp#ixzz4eYlkslWb> http://www.investopedia.com/ask/answers/=1301S/are-estate-planning-fees-tax- deductible.asp#ixzz4eYlkslWb<=span> <http://www.investopedia.com/ask/answers/113015/are-estate-planni=g-fees- tax-deductible.asp#ixzz4eYlkslWb> Follow us: Investopedia on Facebook <http://ec.tynt.com/b/rf?id=arwjQmCEqr4l6Cadbi-bnq&a=p;u=lnvestopedia> On Mon, Apr 17, 2017 at 6:13 PM, Richard Joslin <=a href="mailtoa 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? EFTA_R1_01895891 EFTA02652574  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 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 Q=A0 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 2 EFTA_R1_01895892 EFTA02652575 destroy this communication and all copies thereof, inc=uding all attachments. copyright -all rights reserved --001a11c03d3245b511054d644f03-- conversation-id 47222 date-last-viewed 0 date-received 1492468105 flags 8590195713 gmail-label-ids 7 6 remote-id 706010 3 EFTA_R1_01895893 EFTA02652576