A new out-of-state client, Robert Ball, has asked you to prepare a Form 709 for a large gift he made in 2013. When you request
A new out-of-state client, Robert Ball, has asked you to prepare a Form 709 for a large gift he made in 2013. When you request copies of any prior gift tax returns he may have filed, he responds, “What do gifts in prior years have to do with 2013?” Send a letter to Robert at 4560 Walton Lane, Benton, AR 72015, clarifying this matter.
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Your Name Your Address City State ZIP Date Robert Ball 4560 Walton Lane Benton AR 72015 Subject Request for Prior Gift Tax Returns Form 709 Dear Rober...
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Authors: William H. Hoffman, William A. Raabe, David M. Maloney, James C. Young
38th Edition
978-1305310810, 1305310810, 978-1285439631
