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<DIV style="FONT-SIZE: 12pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV>Thank you for the referrals. I know some of these people but hadn’t
talked with them in a while. Sent these off to client. </DIV>
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style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
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<DIV> </DIV>
<DIV style="BACKGROUND: #f5f5f5">
<DIV style="font-color: black"><B>From:</B> <A title=dwies@ballardlawyers.com
href="mailto:dwies@ballardlawyers.com">Diane Wies</A> </DIV>
<DIV><B>Sent:</B> Friday, January 16, 2015 11:02 AM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com
href="mailto:wsbapt@lists.wsbarppt.com">WSBA Probate & Trust Listserv</A>
</DIV>
<DIV><B>Subject:</B> Re: [WSBAPT] reasonably priced cpa to do Washington estate
tax returns</DIV></DIV></DIV>
<DIV> </DIV></DIV>
<DIV
style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
<DIV class=WordSection1>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'>Our
clients regularly use Doug Foster (<A
href="mailto:Doug@dougfostercpa.com">Doug@dougfostercpa.com</A>) and Alan
Williamson (<A
href="mailto:alan@alanwilliamsoncpa.com">alan@alanwilliamsoncpa.com</A>) for the
filing of Washington State estate tax returns. Both are reasonably
priced.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'>Diane<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style="COLOR: #999999">_____________________________________________________________________________________<BR>Diane
L. Wies, Esq.<BR>MULLAVEY, PROUT, GRENLEY & FOE, LLP<BR>2401 N.W.
SIXTY-FIFTH<BR>P.O. Box 70567<BR>SEATTLE, WASHINGTON 98127<BR>(206)
789-2511<BR>FAX: (206) 789-4484 <o:p></o:p></SPAN></P>
<P class=MsoNormal style="TEXT-ALIGN: justify"><SPAN
style='FONT-SIZE: 8pt; FONT-FAMILY: "Arial","sans-serif"; COLOR: #999999'>NOTICE:
This is a private and confidential communication for the sole viewing and use of
the intended recipient. This communication may contain information,
protected by the attorney-client privilege or work product doctrine. If
you are not the intended recipient of this communication, please immediately
notify the sender and delete and destroy all copies of this communication,
whether in paper or electronic form. The unauthorized disclosure,
distribution, copying, or use of information contained in this communication may
violate State and Federal laws, including but not limited to the Electronic
Communications Privacy Act, 18 U.S.C. 2510 et. Seq. and the Washington Privacy
Act, chapter 9.37 RCW.<o:p></o:p></SPAN></P>
<P class=MsoNormal style="TEXT-ALIGN: justify"><SPAN
style='FONT-SIZE: 8pt; FONT-FAMILY: "Arial","sans-serif"; TEXT-TRANSFORM: uppercase; COLOR: #999999'>Circular
230 Disclosure</SPAN><SPAN
style='FONT-SIZE: 8pt; FONT-FAMILY: "Arial","sans-serif"; COLOR: #999999'>: We
do not provide tax advice. Pursuant to U.S. Treasury Department
Regulations, any tax advice referred to or contained in this communication,
including attachments, is not intended and may not be used, for the purpose of
avoiding federal tax related penalties or promoting, marketing, or recommending
to another party any tax-related matters addressed herein.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<DIV>
<DIV
style="BORDER-TOP: #b5c4df 1pt solid; BORDER-RIGHT: medium none; BORDER-BOTTOM: medium none; PADDING-BOTTOM: 0in; PADDING-TOP: 3pt; PADDING-LEFT: 0in; BORDER-LEFT: medium none; PADDING-RIGHT: 0in">
<P class=MsoNormal><B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"'>From:</SPAN></B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"'>
wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<B>On Behalf Of </B>Eric Nelsen<BR><B>Sent:</B> Thursday, January 15, 2015 7:50
PM<BR><B>To:</B> WSBA Probate & Trust Listserv<BR><B>Subject:</B> Re:
[WSBAPT] reasonably priced cpa to do Washington estate tax
returns<o:p></o:p></SPAN></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'>I
usually go to Stephen Zevenbergen at Willett, Zevenbergen & Bennett. I
thought he was reasonable last time I did one--it's been a few
years.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'><A
href="http://www.wzbcpa.com/">http://www.wzbcpa.com/</A><o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'>Sincerely,<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'>Eric<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'>Eric C.
Nelsen<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'>SAYRE LAW OFFICES,
PLLC<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'>1320 University
St<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'>Seattle WA
98101-2837<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'>phone
206-625-0092<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'>fax
206-625-9040<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<DIV>
<DIV
style="BORDER-TOP: #b5c4df 1pt solid; BORDER-RIGHT: medium none; BORDER-BOTTOM: medium none; PADDING-BOTTOM: 0in; PADDING-TOP: 3pt; PADDING-LEFT: 0in; BORDER-LEFT: medium none; PADDING-RIGHT: 0in">
<P class=MsoNormal><B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"'>From:</SPAN></B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"'>
wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<B>On Behalf Of </B>Martin Silver<BR><B>Sent:</B> Thursday, January 15, 2015
5:54 PM<BR><B>To:</B> wsbapt@lists.wsbarppt.com<BR><B>Subject:</B> [WSBAPT]
reasonably priced cpa to do Washington estate tax
returns<o:p></o:p></SPAN></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<DIV>
<DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: black'>Colleagues:<o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: black'> <o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: black'> Got
a call from a person who got my name from an accountant wanting me to do an
estate tax return for a 2.5M estate, with a surviving spouse and a trust.
Will has been probated and I am told trust was established. I am
uninterested in doing a return under these circumstances and I cannot understand
why her attorney did not at least refer her to someone who would if the attorney
doesn’t want to do it her/himself. I would appreciate a couple of
names for reasonable priced return preparers in this area. BTW the estate
is apparently 100% cash and listed securities. Should not be difficult
although I did sense a certain tenseness in the client as we talked over the
phone. Thanks.<o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: black'> <o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: black'> <o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: black'>MARTIN SILVER, LLM
TAXATION, NYU<BR>ATTORNEY AT LAW<BR><BR>1420 - Fifth Avenue, Suite
3000<BR>Seattle, Washington 98101<BR><BR>Tel: (206) 224-3461<BR>Fax: (206)
224-3459<BR><BR>Web: <A
href="http://silvertaxlaw.com">http://silvertaxlaw.com</A><BR><BR>CIRCULAR 230
DISCLOSURE: To comply with Treasury Department regulations, we inform you that,
unless otherwise expressly indicated, any 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 that may be
imposed under the Internal Revenue Code or any other applicable tax law, or (ii)
promoting, marketing or recommending to another party any transaction,
arrangement, or other matter<BR><BR>THIS MESSAGE MAY CONTAIN CONFIDENTIAL OR
PRIVILEGED INFORMATION. IF YOU ARE NOT THE INTENDED RECIPIENT PLEASE IMMEDIATELY
ADVISE THE SENDER BY REPLY EMAIL AND DELETE THE MESSAGE. THANK.
YOU.<o:p></o:p></SPAN></P></DIV></DIV></DIV></DIV>
<P>
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