EFTA01005326

From: Richard Kahn To: "Jeffrey E." <jeevacation@gmail.com> Subject: david mitchell refund claim Date: Wed, 11 Jul 2018 20:12:31 +0000 sounds like it has not been filed and is months away from receiving money david says he is entitled to 1/3 of money received.. Richard Kahn HBRK Associates Inc. 575 Lexington Avenue 4th Floor New York, NY 10022 Begin forwarded message: From: David Mitchell < Subject: Fwd: RE: Date: July 11, 2018 at 12:41:43 PM EDT To: "Richard Kahn <richardkahn12@gmail. corn>" DAVID MITCHELL Mitchell Holdings LLC 745 Fifth Avenue New York NY 10151 USA Begin forwarded message: EFTA01005326 From: Stu Rosen < Date: July 11, 2018 at 12:35:51 PM EDT To: David Mitchell < Cc: Daniel Neryaev < Subject: RE: Hi David We have already been in touch with the IRS and will be going through the required steps . We are effectively getting a refund on the unpaid interest we deducted on the 706 but had not paid through the conclusion of the audit. We had deducted $2,375,000 (assuming the loan being open for 5 years). Through the date of the audit we had only paid $1,242,554 which they granted us the deduction for. That left unpaid interest of $1,132,446 which has now been paid and more (as an aside we inquired if the amount is greater would we receive a greater refund and we were told it was unlikely) . Our refund request is for $1,132,446 * 55% or $622,845. Hope that explains the claim. Stu Stuart Rosen, CPA Rosen Kuslansky CPA, P.C. 7 Penn Plaza Suite 1700 New York, NY 10001 DISCLAIMER: This e-mail message and any attachments are intended solely for the use of the individual or entity to which it is addressed and may contain information that is confidential. If you are not the intended recipient, you are hereby notified that any dissemination, distribution, copying or other use of this message or its attachments is strictly prohibited. If you have received this message in error, please notify the sender immediately and permanently delete this message and any attachments. IRS Circular 230 Disclaimer: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (including attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein. For more information about why we are required to include this legend in e-mails, please go to http://www.irs.gov/pubfirs-egs/td9165.pdf From: David Mitchell C Sent: Wednesday, July 11, 2018 12:27 PM To: Stu Rosen c:I > Subject: Hope all is good Can you please explain what we are getting back on the interest in regards to the Estate I just want to understand the refund claim EFTA01005327 Thank you so much, David EFTA01005328