From: jeffrey E. <jeevacation@gmail.com> Sent: Thursday, April 13, 2017 1:33 PM To: Thomas Turrin Subject: Re: gift tax it is a grantor trust? On Thu, Apr 13, 2017 at 8:59 AM, Thomas Tur=in < 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:jeeva=ation@gmail.com <mailto:jeevacation@gmail.com> I 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 target="_blank" </=» wrote: 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. > wrote: EFTA_R1_01896997 EFTA02653368 If you have any questions, let me know. Thanks, Tom THOMAS TURRIN, CPA Partner Raich Ende Malter & Co. LLP Email: > (Direct line)<=> > (Fax) > (Cell)<=> <mailto Website: http://w=w.rem-co.comf<http://www.rem-co.comi> From: Thomas T=rrin Sent: Wednesday, March 08, 2017 1:55 PM To: 'jeffrey E.' 2 EFTA_R1_01896998 EFTA02653369 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 trust. Per the family office, there were no new GRATS in 20=6. Let me know if you have any questions.=/p> Tom 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 jeevacation@gmail.com <mailto:jeevacation@gmail.com> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved 3 EFTA_R1_01896999 EFTA02653370 =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 =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:jeevacation@gmail.com" target="_blank">jeevacation@gmai=.com, and destroy this communication and all copies thereof, inc=uding all attachments. copyright -all rights reserved --001a1139a72a850b30054d0c5c7f-- conversation-id 47679 date-last-viewed 0 date-received 1492090370 flags 8590195713 gmail-label-ids 7 6 remote-id 704592 4 EFTA_R1_01897000 EFTA02653371
