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Thread-Topic: [External] end of year? 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boundary="_000_PH0PR16MB46167C3A89CE8F04B7406691EE0A2PH0PR16MB4616namp_" --_000_PH0PR16MB46167C3A89CE8F04B7406691EE0A2PH0PR16MB4616namp_ Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: quoted-printable If you have any statements or invoices for the fees that would be great, ot= herwise if you can at least put a list together we can use that as well. Thank you [cid:image001.png@01DB5B59.61C6D840] Alyssa Dickinson Senior Agribusiness, Food, and Beverage Direct 509-766-3032 CLA (CliftonLarsonAllen LLP) alyssa.dickinson@claconnect.com CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global= . See CLAglobal.com/disclaimer= . Investment advisory services are offered through CliftonLarsonAllen Wealt= h Advisors, LLC, an SEC-registered investment advisor. From: Curtis Andrews Sent: Monday, December 30, 2024 5:48 PM To: Dickinson, Alyssa Cc: DAP AERO Subject: Re: [External] end of year? Think Security - This email originated from an external source. Be cautiou= s with any links or attachments. See if you can open the attached documents. The low value lists were drafts= and never finalized , but they are close. also attached is the $2,500 appraisal invoice for the farm . Craig has the other items you requested. yes we have about $25k in attorney fees and near that in funeral expenses, = but will need to gather that together for you. What kind of documentation = do you need? On 12/30/24 1:42 pm, Dickinson, Alyssa wrote: Hi Curtis & Craig, A couple more questions have come up on the preparation of the estate retur= n: 1. Can you please resend the farm equipment & military vehicle list in a= different format? Either PDF or word would be great, our computers won't l= et us open through the format they were sent. 2. Also, on your email with the list of the inventory, it mentions to "s= ee list of low value personal property that will be given away to family" d= o you have that listing? 3. Can we get all Double A Properties' bank statements & credit card sta= tements for February 2024 4. We have appraisal fees for the Wellington & the Bernard St houses - w= ere there any other appraisal fees paid? * Also, any attorney fees? 1. I am drawing a blank on if we talked about funeral expenses at our me= eting, and I don't see notes on it. Were there any funeral expenses? Thank you! [cid:image001.png@01DB5B59.61C6D840] Alyssa Dickinson Senior Agribusiness, Food, and Beverage Direct 509-766-3032 CLA (CliftonLarsonAllen LLP) alyssa.dickinson@claconnect.com CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global= . See CLAglobal.com/disclaimer= . Investment advisory services are offered through CliftonLarsonAllen Wealt= h Advisors, LLC, an SEC-registered investment advisor. From: Curtis Andrews Sent: Tuesday, December 17, 2024 5:51 PM To: Dickinson, Alyssa Cc: DAP AERO Subject: [External] end of year? Think Security - This email originated from an external source. Be cautiou= s with any links or attachments. Hello Alyssa We have Clyde's trust and bank account set up and the John Deere stock in i= ts own account with Wells Fargo. Did i understand correctly that we do not need to move the cash revenue fro= m the house rentals for this year into the account and then back out before= the end of this year? we can start that process with next year's income= ? Anything we need to do before year end? -- Thank You Curtis Andrews 1336 E Oak St. Othello WA 99344 andrewscc@aol.com 509 346 8108 ---------------------------- The information (including any attachments) contained in this document is c= onfidential and is for the use only of the intended recipient. If you are n= ot the intended recipient, you should delete this message. Any distribution= , disclosure, or copying of this message, or the taking of any action based= on its contents is strictly prohibited. CliftonLarsonAllen LLP ---------------------------- -- Thank You Curtis Andrews 1336 E Oak St. Othello WA 99344 andrewscc@aol.com 509 346 8108 --_000_PH0PR16MB46167C3A89CE8F04B7406691EE0A2PH0PR16MB4616namp_ Content-Type: text/html; charset="us-ascii" Content-Transfer-Encoding: quoted-printable

If you have any statements or invoices for the fees= that would be great, otherwise if you can at least put a list together we = can use that as well.

 

Thank you

 

Alyssa Dickinson

Senior

Agribusiness, Food, and Beverage

Direct 509-766-3032

CLA (CliftonLarsonAllen LLP)

alyssa.dickinson@claconnect.com=

CLA (CliftonLarsonAllen LLP) is an in= dependent network member of CLA Global. See CLAglobal.com/disclaimer. Invest= ment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

 

From: Curtis Andrews <andrewscc@a= ol.com>
Sent: Monday, December 30, 2024 5:48 PM
To: Dickinson, Alyssa <Alyssa.Dickinson@claconnect.com>
Cc: DAP AERO <craig@dapaero.com>
Subject: Re: [External] end of year?

 

Think Security – This email originated = from an external source.  Be cautious with any links or attachments.

See if you= can open the attached documents. The low value lists were drafts and never= finalized , but they are close.  

also attac= hed is the $2,500 appraisal invoice for the farm .

Craig has = the other items you requested. 

yes we hav= e about $25k in attorney fees and near that in funeral expenses, but will n= eed to gather that together for you.  What kind of documentation do yo= u need? 

 

On 12/30/24 1:42 pm, Dickinson, Alyssa wrote:

Hi Curtis & Craig,

 

A couple more questions have come up on the prepara= tion of the estate return:

  1. Can you please resend the farm equipment & military vehicle list= in a different format? Either PDF or word would be great, our computers won’t let us open through the format they were = sent.
  2. Also, on your email with the list of the= inventory, it mentions to “see list of low value personal property t= hat will be given away to family” do you have that listing?=
  3. Can we get all Double A Properties’ bank statements &= credit card statements for February 2024
  4. We have appraisal fees for the Wellington &am= p; the Bernard St houses – were there any other appraisal fees paid?<= /span>
    1. Also, any attorney fees?
  1. I am drawing a blank on if we talked about funeral expenses at our m= eeting, and I don’t see notes on it. Were there any funeral expenses?

 

Thank you!

 

Alyssa Dickinson

Senior

Agribusiness, Food, and Beverage

Direct 509-766-3032

CLA (CliftonLarsonAllen LLP)

alyssa.dickinson@claconnect.com=

CLA (CliftonLarsonAllen LLP) is an in= dependent network member of CLA Global. See CLAglobal.com/disclaimer. Investment advisory service= s are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-regis= tered investment advisor.

 

From: Curtis Andrews <andrewscc@aol.com>
Sent: Tuesday, December 17, 2024 5:51 PM
To: Dickinson, Alyssa <Alyssa.Dickinson@claconnect.com>
Cc: DAP AERO <craig@dapaero.= com>
Subject: [External] end of year?

 

Think Security – This email originated = from an external source.  Be cautious with any links or attachments.

 

Hello Alyssa

 

We have Cl= yde's trust and bank account set up and the John Deere stock in its own acc= ount with Wells Fargo.

Did i unde= rstand correctly that we do not need to move the cash revenue from the hous= e rentals for this year into the account and then back out before the end o= f this year?    we can start that process with next year's income?

Anything w= e need to do before year end?

 

 

-- 
Thank You
 
Curtis Andrews
1336 E Oak St. 
Othello WA 99344
andrewscc@aol.com<=
/pre>

509 346 8108

 

----------------------------


The information (including any attachments) contained in this document is c= onfidential and is for the use only of the intended recipient. If you are n= ot the intended recipient, you should delete this message. Any distribution= , disclosure, or copying of this message, or the taking of any action based on its contents is strictly pro= hibited.

CliftonLarsonAllen LLP

 

----------------------------

 

-- 
Thank You
 
Curtis Andrews
1336 E Oak St. 
Othello WA 99344
andrewscc@aol.com<=
/pre>

509 346 8108
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