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Date: Fri, 6 Jun 2025 07:12:31 -0700
MIME-Version: 1.0
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Subject: Re: [External] andrews return?
To: "Dickinson, Alyssa" <Alyssa.Dickinson@claconnect.com>
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Content-Language: en-US
From: Curtis Andrews <andrewscc@aol.com>
Cc: DAP AERO <craig@dapaero.com>,
 Katelyn Andrews <katelynjoyandrews@gmail.com>
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Hello Alyssa,  How is our return coming along?

We are forming 'Moving History LLC'  to hold the 50 plus titles of 
military vehicles and trailers and all the rest of the old equipment on 
the farm.   Who should own it? Mom, me or my daughter Katelyn who will 
inherit the LLC when i die?

either way, the LLC will be a money drain that mom, the estate and 
eventually i will have to fund to maintain or dispose of the stuff, so 
operationally, we see that it makes no difference.   but from a gifting, 
tax or deduction perspective, what is best.

Totally all the junk is probably worth under $300k, we hope to fix up 
and sell a few pieces a year for say $20k total. (we may end up gifting 
some of the vehicles to a museum)  Expenses to maintain the farm and 
repair items will be around $15k a year.   (the largest expense will be 
insurance that is now costing mom about $4000 year.) The land itself and 
the $5000 farm rent will be maintained by mom.

Mom, curt, craig and katelyn will all be LLC members but one should own 
it for simplicity for tax filing.  but whom?

thanks

cc


On 5/19/25 9:54 am, Dickinson, Alyssa wrote:
>
> John just needs to do a second review on both the trust and her 
> personal return and then it will be done. He has been out of the 
> office dealing with some family matters, but should be able to have 
> them wrapped up in the next two weeks most likely.
>
> Once it is done I will let you know so you can plan a time for her to 
> sign.
>
> Thanks
>
> 	
>
> *Alyssa Dickinson***
>
> Senior
>
> Agribusiness, Food, and Beverage
>
> *Direct 509-766-3032*
>
> CLA (CliftonLarsonAllen LLP)
>
> alyssa.dickinson@claconnect.com <mailto:alyssa.dickinson@claconnect.com>
>
>
> CLA (CliftonLarsonAllen LLP) is an independent network member of CLA 
> Global. SeeCLAglobal.com/disclaimer 
> <https://www.claglobal.com/legal-disclaimer/>. Investment advisory 
> services are offered through CliftonLarsonAllen Wealth Advisors, LLC, 
> an SEC-registered investment advisor.
>
> *From:*Curtis Andrews <andrewscc@aol.com>
> *Sent:* Sunday, May 18, 2025 9:30 AM
> *To:* Dickinson, Alyssa <Alyssa.Dickinson@claconnect.com>
> *Subject:* [External] andrews return?
>
> *Think Security – This email originated from an external source. Be 
> cautious with any links or attachments.*
>
> do we have an estimated date that Bonnie needs to sign the 2004 tax 
> return?
>
> -- 
> 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 confidential and is for the use only of the intended recipient. If 
> you are not 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

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<html>
  <head>
    <meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
  </head>
  <body>
    <p><font face="Times New Roman, Times, serif">Hello Alyssa,  How is
        our return coming along?</font></p>
    <p><font face="Times New Roman, Times, serif">We are forming 'Moving
        History LLC'  to hold the 50 plus titles of military vehicles
        and trailers and all the rest of the old equipment on the
        farm.   Who should own it? Mom, me or my daughter Katelyn who
        will inherit the LLC when i die?</font></p>
    <p><font face="Times New Roman, Times, serif">either way, the LLC
        will be a money drain that mom, the estate and eventually i will
        have to fund to maintain or dispose of the stuff, so
        operationally, we see that it makes no difference.   but from a
        gifting, tax or deduction perspective, what is best. <br>
      </font></p>
    <p><font face="Times New Roman, Times, serif">Totally all the junk
        is probably worth under $300k, we hope to fix up and sell a few
        pieces a year for say $20k total. (we may end up gifting some of
        the vehicles to a museum)  Expenses to maintain the farm and
        repair items will be around $15k a year.   (the largest expense
        will be insurance that is now costing mom about $4000 year.) The
        land itself and the $5000 farm rent will be maintained by mom. <br>
      </font></p>
    <p><font face="Times New Roman, Times, serif">Mom, curt, craig and
        katelyn will all be LLC members but one should own it for
        simplicity for tax filing.  but whom? <br>
      </font></p>
    <p><font face="Times New Roman, Times, serif">thanks</font></p>
    <p><font face="Times New Roman, Times, serif">cc<br>
      </font></p>
    <p><font face="Times New Roman, Times, serif"> </font><br>
    </p>
    <div class="moz-cite-prefix">On 5/19/25 9:54 am, Dickinson, Alyssa
      wrote:<br>
    </div>
    <blockquote type="cite"
cite="mid:PH0PR16MB461679C970CFCB4E7A96E5EFEE9CA@PH0PR16MB4616.namprd16.prod.outlook.com">
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        <p class="MsoNormal"><span
style="font-size:11.0pt;font-family:&quot;Calibri&quot;,sans-serif">John
            just needs to do a second review on both the trust and her
            personal return and then it will be done. He has been out of
            the office dealing with some family matters, but should be
            able to have them wrapped up in the next two weeks most
            likely. <o:p></o:p></span></p>
        <p class="MsoNormal"><span
style="font-size:11.0pt;font-family:&quot;Calibri&quot;,sans-serif"><o:p> </o:p></span></p>
        <p class="MsoNormal"><span
style="font-size:11.0pt;font-family:&quot;Calibri&quot;,sans-serif">Once
            it is done I will let you know so you can plan a time for
            her to sign.
            <o:p></o:p></span></p>
        <p class="MsoNormal"><span
style="font-size:11.0pt;font-family:&quot;Calibri&quot;,sans-serif"><o:p> </o:p></span></p>
        <p class="MsoNormal"><span
style="font-size:11.0pt;font-family:&quot;Calibri&quot;,sans-serif">Thanks<o:p></o:p></span></p>
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                                              <tbody>
                                                <tr
                                                  style="height:11.25pt">
                                                  <td valign="top"
style="padding:0in 0in 0in 0in;height:11.25pt">
                                                    <p
                                                      style="margin:0in"><b><span
style="font-size:9.0pt;font-family:&quot;Calibri&quot;,sans-serif;color:#293038">Alyssa
                                                          Dickinson</span></b><b><span
style="font-size:9.0pt;font-family:&quot;Calibri&quot;,sans-serif;color:#293038">
                                                        </span></b><span
style="font-size:9.0pt;font-family:&quot;Calibri&quot;,sans-serif;color:#293038"><o:p></o:p></span></p>
                                                  </td>
                                                </tr>
                                                <tr
                                                  style="height:11.25pt">
                                                  <td
style="padding:0in 0in 0in 0in;height:11.25pt" id="title">
                                                    <p
                                                      style="margin:0in"><span
style="font-size:9.0pt;font-family:&quot;Calibri&quot;,sans-serif;color:#293038">Senior</span><span
style="font-size:9.0pt;font-family:&quot;Calibri&quot;,sans-serif;color:#293038"><o:p></o:p></span></p>
                                                  </td>
                                                </tr>
                                                <tr>
                                                  <td
style="padding:0in 0in 0in 0in" id="title">
                                                    <p
                                                      style="margin:0in"><span
style="font-size:9.0pt;font-family:&quot;Calibri&quot;,sans-serif;color:#293038">Agribusiness,
                                                        Food, and
                                                        Beverage</span><span
style="font-size:9.0pt;font-family:&quot;Calibri&quot;,sans-serif;color:#293038"><o:p></o:p></span></p>
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style="padding:7.5pt 0in 0in 0in" id="phone">
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                                              class="MsoNormalTable"
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style="border-collapse:collapse">
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                                                  style="height:11.25pt">
                                                  <td
style="padding:0in 0in 0in 0in;height:11.25pt">
                                                    <p
                                                      style="margin:0in"><b><span
style="font-size:9.0pt;font-family:&quot;Calibri&quot;,sans-serif;color:#293038">Direct
                                                          509-766-3032</span></b><span
style="font-size:9.0pt;font-family:&quot;Calibri&quot;,sans-serif;color:#293038"><o:p></o:p></span></p>
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                                                  style="height:11.25pt">
                                                  <td
style="padding:0in 0in 0in 0in;height:11.25pt" id="Company name">
                                                    <p
                                                      style="margin:0in"><span
style="font-size:9.0pt;font-family:&quot;Calibri&quot;,sans-serif;color:#293038">CLA
(CliftonLarsonAllen LLP)</span><span
style="font-size:9.0pt;font-family:&quot;Calibri&quot;,sans-serif;color:#293038"><o:p></o:p></span></p>
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                                            <p style="margin:0in"><span
style="font-size:8.0pt;font-family:&quot;Calibri&quot;,sans-serif;color:#575759">CLA
                                                (CliftonLarsonAllen LLP)
                                                is an independent
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                                                Global. See</span><span
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href="https://www.claglobal.com/legal-disclaimer/"
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style="color:#ABAEAB">CLAglobal.com/disclaimer</span></a></span><span
style="font-size:8.0pt;font-family:&quot;Calibri&quot;,sans-serif;color:#575759">.
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                                                Wealth Advisors, LLC, an
                                                SEC-registered
                                                investment advisor.<o:p></o:p></span></p>
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        <p class="MsoNormal"><span
style="font-size:11.0pt;font-family:&quot;Calibri&quot;,sans-serif"><o:p> </o:p></span></p>
        <div>
          <div
style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
            <p class="MsoNormal"><b><span
style="font-size:11.0pt;font-family:&quot;Calibri&quot;,sans-serif">From:</span></b><span
style="font-size:11.0pt;font-family:&quot;Calibri&quot;,sans-serif">
                Curtis Andrews <a class="moz-txt-link-rfc2396E" href="mailto:andrewscc@aol.com">&lt;andrewscc@aol.com&gt;</a>
                <br>
                <b>Sent:</b> Sunday, May 18, 2025 9:30 AM<br>
                <b>To:</b> Dickinson, Alyssa
                <a class="moz-txt-link-rfc2396E" href="mailto:Alyssa.Dickinson@claconnect.com">&lt;Alyssa.Dickinson@claconnect.com&gt;</a><br>
                <b>Subject:</b> [External] andrews return?<o:p></o:p></span></p>
          </div>
        </div>
        <p class="MsoNormal"><o:p> </o:p></p>
        <p><strong><span
style="font-family:&quot;Aptos&quot;,sans-serif;color:black;background:red">Think
              Security – This email originated from an external source. 
              Be cautious with any links or attachments.</span></strong><o:p></o:p></p>
        <div>
          <p><span style="font-family:&quot;Times New Roman&quot;,serif">do
              we have an estimated date that Bonnie needs to sign the
              2004 tax return?</span><o:p></o:p></p>
          <pre>-- <o:p></o:p></pre>
          <pre>Thank You<o:p></o:p></pre>
          <pre><o:p> </o:p></pre>
          <pre>Curtis Andrews<o:p></o:p></pre>
          <pre>1336 E Oak St. <o:p></o:p></pre>
          <pre>Othello WA 99344<o:p></o:p></pre>
          <pre><a href="mailto:andrewscc@aol.com" moz-do-not-send="true"
          class="moz-txt-link-freetext">andrewscc@aol.com</a><o:p></o:p></pre>
          <pre>509 346 8108<o:p></o:p></pre>
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            you should delete this message. Any distribution,
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        <p><b>CliftonLarsonAllen LLP</b></p>
        <p> </p>
        <p>----------------------------</p>
        <p class="ImprintUniqueID"> </p>
      </mc></blockquote>
    <pre class="moz-signature" cols="72">-- 
Thank You

Curtis Andrews
1336 E Oak St. 
Othello WA 99344
<a class="moz-txt-link-abbreviated" href="mailto:andrewscc@aol.com">andrewscc@aol.com</a>
509 346 8108</pre>
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