[WSBAPT] CPA for Estate Taxes in/around Auburn

Mon Mar 15 14:12:32 PDT 2021

I agree.  Laura Keonig is great!

Kristi L. Richards
Attorney

Northwest Elder Law Group
2150 N. 107th Street, Suite 501
Seattle, WA 98133
PH: (206) 937-6102, ext. 5
FX:  (206) 866-7002
www.nwelg.com
Pronouns: she/her/hers

Providing Services in Elder Law

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-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jennifer Gellner
Sent: Monday, March 15, 2021 1:59 PM
To: wsbapt at lists.wsbarppt.com
Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn

I've worked with Laura Koenig at Shannon and Associates - very good!

Jennifer A. Gellner, LL.M.  
Principal, Gellner Law Group
P: (425) 235-5535 │ Toll-Free: (877) 252-0738
E: jennifer at gellnerlawgroup.com
8407 S. 259th St. Suite 203, Kent, WA 98030
505 W. Riverside Ave., Suite 500, Spokane, WA 99201

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of wsbapt-request at lists.wsbarppt.com
Sent: Monday, March 15, 2021 1:28 PM
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Subject: WSBAPT Digest, Vol 78, Issue 18

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Today's Topics:

   1. Re: CPA for Estate Taxes in/around Auburn (Dalynne Singleton)
   2. Re: CPA for Estate Taxes in/around Auburn (Lewis, Amy C.)
   3. Cottage LLC agreement (Peter D. Haroldson)
   4. Re: Cottage LLC agreement (Bryce Dille)

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Message: 1
Date: Mon, 15 Mar 2021 19:20:46 +0000
From: Dalynne Singleton <dalynne at glgmail.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn
Message-ID:
	<MWHPR12MB1504F2CC9F6D7A369AA45173A56C9 at MWHPR12MB1504.namprd12.prod.outlook.com>

Content-Type: text/plain; charset="windows-1252"

I like Bauer Evan?s and they have bellevue office.
Dalynne Singleton

Get Outlook for iOS<https://aka.ms/o0ukef> ________________________________
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Inge Fordham <inge at fordhamlegal.com>
Sent: Monday, March 15, 2021 11:58:20 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] CPA for Estate Taxes in/around Auburn

Looking for referrals to a CPA experienced in estate taxes in the Auburn area (or as close as possible).

Thank you in advance!

[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]

Inge A. Fordham | Attorney

Fordham Law, PLLC

3218 Sixth Avenue | Tacoma, WA 98406

Office: (253) 348-2657 | Mobile: (206) 778-3131

www.fordhamlegal.com<http://www.fordhamlegal.com>

Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent.  This communication may contain proprietary, privileged or confidential information or may otherwise be legally exempt from disclosure other than to the intended recipient.  If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it.  If you have received this email in error, please notify the sender immediately by email or other communication and delete all copies of the message.
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Message: 2
Date: Mon, 15 Mar 2021 19:41:41 +0000
From: "Lewis, Amy C." <ALewis at Eisenhowerlaw.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn
Message-ID:
	<MW2PR18MB2265BA2560A3B7CF6DDB4474D96C9 at MW2PR18MB2265.namprd18.prod.outlook.com>

Content-Type: text/plain; charset="utf-8"

Lisa Clark, CPA
lisa at fb-cpa.com<mailto:lisa at fb-cpa.com>

Catherine Budinger, CPA, MAcc

catherine at fb-cpa.com<mailto:catherine at fb-cpa.com>

FBCPA Group PS, Inc.

PO Box 490

Auburn, WA 98071

(P) 253-833-5304 | (F) 253-833-0175

Amy Lewis, Attorney
Pronouns she/her/hers
[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]

909 A Street, Suite 600 | Tacoma, WA 98402 WE HAVE MOVED! As of 1/1/21 we will be at: 909 A Street, Suite 600, Tacoma, WA 98402 phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Inge Fordham
Sent: Monday, March 15, 2021 11:58 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] CPA for Estate Taxes in/around Auburn

Looking for referrals to a CPA experienced in estate taxes in the Auburn area (or as close as possible).

Thank you in advance!

[cid:image003.png at 01D71998.8C0E74C0]

Inge A. Fordham | Attorney
Fordham Law, PLLC
3218 Sixth Avenue | Tacoma, WA 98406
Office: (253) 348-2657 | Mobile: (206) 778-3131 www.fordhamlegal.com<http://www.fordhamlegal.com>

Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent.  This communication may contain proprietary, privileged or confidential information or may otherwise be legally exempt from disclosure other than to the intended recipient.  If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it.  If you have received this email in error, please notify the sender immediately by email or other communication and delete all copies of the message.

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Message: 3
Date: Mon, 15 Mar 2021 20:00:16 +0000
From: "Peter D. Haroldson" <peter at torresharoldson.com>
To: "wsbapt at lists.wsbarppt.com" <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Cottage LLC agreement
Message-ID:
	<MWHPR22MB092619B95B424541ACD717A5A06C9 at MWHPR22MB0926.namprd22.prod.outlook.com>

Content-Type: text/plain; charset="us-ascii"

Dear Colleagues:

I have a client who owns a vacation property in WA with family members.  They all get along (now) and wish to place the property into an LLC and delineate ownership interests, buy/sell provisions, maintenance costs, and the like.

Does anyone have a model agreement I could use and modify as necessary?

Thanks, Peter

Peter D. Haroldson
Torres & Haroldson, PLLC
PO BOX 530
Maple Valley, WA 98038
Email: peter at torresharoldson.com<mailto:peter at torresharoldson.com>
Facebook: fb.me/torresharoldson<https://fb.me/torresharoldson>
Phone: 425.458.3170

Our office is located at 22520 SE 218th Street, Maple Valley WA 98038.  Please send mail to PO BOX.

NOTICE: The contents of this message, including any attachments, may be protected by attorney-client privilege, the work product doctrine or other applicable legal protections.  If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your cooperation.
CLIENT ADVISORY:   If you have not received a Reply to an e-mail message within forty-eight hours, please call our office to ensure receipt of your message.
IRS CIRCULAR 230 DISCLAIMER:  To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any 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.

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Message: 4
Date: Mon, 15 Mar 2021 20:27:31 +0000
From: Bryce Dille <Bryce at dillelaw.com>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Cottage LLC agreement
Message-ID:
	<MW3PR11MB4588AD50191BE34F4BA59D30C86C9 at MW3PR11MB4588.namprd11.prod.outlook.com>

Content-Type: text/plain; charset="us-ascii"

Peter here are two forms that may assist you that we have used modifying them as the circumstances didtate.

Bryce H. Dille
Dille Law, PLLC
2010 Caton Way SW Ste. 101
Olympia, WA 98502
Office: 360-350-0270
Cell: 253-579-5561

** Please note that I use the dictation feature of my iPhone and that sometimes everything I say does not get properly translated**

This transmission contains confidential attorney-client communications and may not be disclosed to any person but the intended recipient(s).  If this matter is transmitted to you in error, please notify the sender immediately.

Business Entity Creation and Management, Business, Government and Tax Law, Real Estate and Land Use, Residential, Commercial and Condominium Development Real Estate and Commercial Transactions & Closings, Including Performing Services as IRS Section 1031 Exchange Facilitator Estate Planning, including Wills and Trusts, and Probate Administration Representation Homeowners/Condominium Association Real Estate Developments Real Property Foreclosures and Forfeitures.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Peter D. Haroldson
Sent: Monday, March 15, 2021 1:00 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Cottage LLC agreement

Dear Colleagues:

I have a client who owns a vacation property in WA with family members.  They all get along (now) and wish to place the property into an LLC and delineate ownership interests, buy/sell provisions, maintenance costs, and the like.

Does anyone have a model agreement I could use and modify as necessary?

Thanks, Peter

Peter D. Haroldson
Torres & Haroldson, PLLC
PO BOX 530
Maple Valley, WA 98038
Email: peter at torresharoldson.com<mailto:peter at torresharoldson.com>
Facebook: fb.me/torresharoldson<https://fb.me/torresharoldson>
Phone: 425.458.3170

Our office is located at 22520 SE 218th Street, Maple Valley WA 98038.  Please send mail to PO BOX.

NOTICE: The contents of this message, including any attachments, may be protected by attorney-client privilege, the work product doctrine or other applicable legal protections.  If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your cooperation.
CLIENT ADVISORY:   If you have not received a Reply to an e-mail message within forty-eight hours, please call our office to ensure receipt of your message.
IRS CIRCULAR 230 DISCLAIMER:  To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any 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.

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