[WSBAPT] Accountant Referral

John Creahan john at cairn-law.com
Wed Nov 2 19:39:31 PDT 2016


Hi Doris,
I'm not sure an accountant is the best person to help the beneficiaries with inherited IRA questions. I can't think of any complex tax issues around inherited IRAs - the withdrawals are taxed as ordinary income (assuming they didn't inherit a Roth account).
Were the children named as beneficiaries on the father's beneficiary designation form?
John

John Creahan
john at cairn-law.com<mailto:john at cairn-law.com>
1325 4th Ave., Suite 940
Seattle, WA 98101
206-621-5848
www.cairn-law.com<http://www.cairn-law.com/>
[cid:image001.png at 01CE636C.3EB992D0]

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Doris Eslinger
Sent: Wednesday, November 2, 2016 6:20 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Accountant Referral

Can someone recommend an accountant who is familiar with tax issues regarding inherited IRA (beneficiary IRA).  The beneficiaries are children of the decedent.    Thank you!

Regards,

Doris Eslinger
Attorney at Law
Eslinger Law Office, PLLC
2200 112th Ave NE | Suite 200 | Bellevue, WA 98005 | Phone: (425) 451-3237 |
Fax: (425) 633-2468 | doris at eslingerlawoffice.com<mailto:doris at eslingerlawoffice.com> | eslingerlawoffice.com<http://www.eslingerlawoffice.com/>

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