Tags
Attorney, Beneficiaries, Beneficiary, Charitable Deductions, charities, Deductions, Estate Income Tax Returns, Fiscal Year, Tax Planning, Tax Professional, Taxable Income, Will
On July 8, 2013, the plan to complete the returns came into focus. On this day, the tax professional asked for a copy of the will to complete the planning. At the time, the tax professional was looking into charitable deductions and if the will provided for them. So, I sent a copy of the will through email as a PDF file. In addition, in the same email, I outlined why I wanted the estate to pay the estate income tax. After sending the email, I knew the plan to complete the returns was near completion.
