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Financial Planning / Tax Strategies


Subject:  Re: Poll: Who’s Our Dumbest Client? Date:  4/11/2013  6:19 PM
Author:  Wradical Number:  118374 of 127611

I will give Client C some slack. She has just lost her mother and husband, and then receives a call from the IRS. Making good decisions after the loss of a close family member can be very difficult.
Oh, I know. But fiduciary tax returns aren't something she does every day. And if you already have a relationship with a lawyer and an accounting firm, specifically with regard to this estate, wouldn't you at least call one of them before firing off a tax return for the estate?

This was a brand new one for me. She gets my vote, for originality.

One of the other guys in our office refuses to vote for client A. "HE's not dumb - he married a rich doctor! SHE's the idiot, for keeping him around!"

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