EFTA02053321.pdf

ran: IKe Caro Sent Mon 4/18/2016 4:21:10 PM Subject: FW: 2015 taxes From: Erin Avnet Sent: Thursday, April 14, 2016 11:39 AM To: Ike Groff Cc: Robert Siegel Subject: 2015 taxes Ike, I've reviewed your tax return for extension and have the following open items/questions (1 know some of these can wait until after 4/18, so I will highlight the ones I need now): • Please confirm for any payments ducirefunds we should use bank account ending 3886 (this account info was in 2014). • Do you materially participate in Mangrove? • Please confirm you incurred qualified medical expenses of at least $2,090. (you took BSA distribution of this amount in 2015) • Missing interest income from First Republic Bank (2014: $32). • Missing 1099 from Etradc (9004) and Scottradc (4452). Blif Confirm total R/E taxes paid (excluding 120 Oak St). I only have the $21,533. For 2014 there were additional amounts entered. Do you have a second home? • Need beginning and ending balance for I3ankwell mortgage. (For extension, I can assume similar deductibieramount as 2014, which was roughly $26K) • Missing K- 1 s: • Bluelmight • Invicta EFTA_R1_00593481 EFTA02053321 • Rcdhawk: o Do you have an operating agreement? o It is only you and Leslie 50/50? So no partnership return gets filed? o Confirm only assets in Redhawk arc the IJ Group and 120 Oak St rentals. o Your excel schedule has "interest income-Belpoint" and "interest income-Il Group". Please explain. Arc these possibly cash distributions from U Group? (Belpoint-S7,292; IJ Group-$43,558) o Are the IJ Group amounts really interest income? This would be a huge jump from the prior year. (2014: S5,139). • Need CHET account number. • Did you and (or will you by 4/18/16) both make a nondeductible traditional IRA contribution of $5,500? • Did you pay childcare costs for Tyler during 2015 so you and could work? (any after school programs or summer day camp?) Thanks, Erin ERIN AVNET, CPA Director TEl FAX 290 ENUE. SUITE 3310. LIVINGSTON. NJ 07039 Click Here to send me files securely I CITRINCOOPERMAN COM This e-mail and any files transmitted with it are confidential and intended only for the person or entity to which it is addressed. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this e-mail and any attachment(s) is strictly prohibited. If you have received this e-mail in error please immediately notify the sender at 203-302-7300 or by replying to this e-mail and delete the e-mail and any attachment(s) from your system. Nothing herein shall be construed as a financial promotion to any person or persons, or a solicitation or recommendation to buy or sell any security or other investment or to engage in any trading strategy. Information presented is from sources believed to be reliable, but is not guaranteed to be accurate or complete. This information should not be taken as an offer nor as a solicitation of an offer to buy or sell securities or other financial instruments. Email transmission cannot be guaranteed to be secure, timely or error free. Tourmaline Partners, LLC may review and store both incoming and outgoing messages. Use by other than the intended recipients is prohibited. EFTA_R1_00593482 EFTA02053322