From: J <jeevacation@gmail.com>
To:
Subject: Re: 2017 Taxes
Date: Thu, 04 Oct 2018 16:21:00 +0000
a) Schedule C - Accrual Basis instead of Cash Basis?
-you may want to open Keough plan by end of 2018 for 2018 deduction which will have until 10-15-2019
to be funded
https://www.irs.goviretirement-plans/retirement-plans-for-self-employed-people
b) 2018 Estimated Taxes
-> 9-12-2018 email says that Federal Taxes of 200,000 and State Taxes of 60,000 were paid - Is this
accurate as not reflected in 2018 estimates
-> if you have cash available why wait until January 2019 for Federal and States estimates as you will
incur 2210 penalty
-> any idea of 2018 income? you will lose all but 10,000 of your 227,000 2017 state tax deduction for
your 2018 return
c) Fbars - cover sheet still shows submission type as New, need to check
d) UBT refund of 2,802 - why is it not being applied to 2018 estimated taxes?
e) Schedule B was deliberately excluded? as not not required if less than 1,500 of taxable interest or dividends
that looks odd.
f) Charitable donation - just deduct the 22k no others
g fbar send a copy of last years filing.
On Thu, Oct 4, 2018 at 10:02 AM > wrote:
Dear Jeffrey,
Please find below.
Thank you so much!
Regards,
Begin forwarded message:
From: Jon Tomlinson
Date: October 4, 2018 at 2:04:51 PM GMT+1
To:
Subject: 2017 Taxes
EFTA01020822
Here are the 2017 taxes. I've checked the numbers that we gave them and they are correct. A few things to
point out:
(1) The only time there is an address difference is when it is referring to the business
address for that company is on Fifth Avenue.
(2) ALL= expenses have been removed so it does not show up on the taxes now because there is nothing
to claim.
(3) The information on the bank in Austria has been updated.
Let me know if you have questions.
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EFTA01020823