EFTA02653097.pdf
dataset_11 pdf 100.4 KB • Feb 3, 2026 • 3 pages
From: Thomas Turrin
Sent: Thursday, April 13, 2017 1:00 PM
To: jeffrey E.
Subject: RE: gift tax
Trust docs get attached each and every year when gift made to
a particular trust, ....otherwise it's considered an incomplete filing.
From: jeffrey E. [mailto:jeevacation@gmail.com]
Sent: Thursday, April 13, 2017 8:57 AM
To: Thomas Turrin
Subject: Re: gift tax
are you required to send the trust doc each year? or can we add trust docs already sent
On Thu, Apr 13, 2017 at 8:35 AM, Thomas Turrin > 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. Attached
is the final version with trusts attached.
If you have any questions, let me know.
Thanks,
EFTA_R1_01896636
EFTA02653097
Tom
THOMAS TURRIN, CPA
Partner
Raich Ende Malter & Co. LLP
1375 Broadway
New York, New York 10018
Website: http://www.rem-co.com/ <http://www.rem-co.comk
From: Thomas Turrin
Sent: Wednesday, March 08, 2017 1:55 PM
To: 'jeffrey E.'
Subject: Draft - gift tax
Jeffrey,
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EFTA02653098
Draft of gift tax return attached. Password in next email.
I reconciled the trust bank account for 2016. What is
reported on the gift tax return is the gift to the trust.
Per the family office, there were no new GRATS in 2016.
let me know if you have any questions.
Tom
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