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Financial Planning / Tax Strategies


Subject:  Re: What I hate the most Date:  3/20/2012  3:37 PM
Author:  rosewine Number:  115581 of 127526

I'm right there with you. I had a chat with the son of one of my long term clients last year without providing any confidential information to let him know that when Dad passes, that there were some things that would need to be addressed on his final return. I'm reasonably sure that it will happen that way, but I suspect the other sone will want to skip the expense of coming to me and do it himself and miss the long term gain carryover that's we've been using up for years.
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