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4 PM Bany J. Cohen < > wrote: Begin forwarded message: From: "Barry J. Cohen" < Date: August 22, 2017 at 7:17:22 PM EDT To: Joseph Vinciguerra , Brad Wechsler Cc: Richard Joslin , John Castrucci Subject: Advisor fee deductions-PRIVILEGED AND CONFIDENTIAL On a call today, David Kirk at EY made a case for
seph Vinciguerra , Brad Wechsler Cc: Richard Joslin , John Castrucci Subject: Advisor fee deductions-PRIVILEGED AND CONFIDENTIAL On a call today, David Kirk at EY made a case for the following approach to deducting advisor fees that involved setting up and structuring (construed fairly broadly) a new dis
AL Begin forwarded message: From: "Barry J. Cohen" all <mailto > > Date: August 22, 2017 at 7:17:22 PM EDT To: Joseph Vinciguerra < <mailto: >, Brad Wechsler <mailto: > Cc: Richard Joslin <mailto > >, John Castrucci <mailto: > Subject: Advisor fee deductions--PRIVILEGED AND CONFIDENTIAL<=r> On a c
> Cc: Richard Joslin <mailto > >, John Castrucci <mailto: > Subject: Advisor fee deductions--PRIVILEGED AND CONFIDENTIAL<=r> On a call today, David Kirk at EY made a case for th= following approach to deducting advisor fees that involved setting up and=structuring (construed fairly broadly) a new dis
EY audit experience To: Jeffrey =. <[email protected] <mailto:[email protected]> &g=; CC: Melanie Spinella <[email protected] <mailto Wechsler », Brad =br> Yes. We have all of their comments. I hope to circulate shortly. Sent from my iPhone On Sep 20, 2017, at 3:54 PM, jeffrey E. <jee
audits > > EFTA_R1_01814672 EFTA02615307 Significant number of NYS and CT — Statutory residency, dom=cile and income allocation audits </=pan> David Kirk =80 Partner— National Tax PCS * Spends 75-100 hours a year on audits * About 50% of the audits are Global High Wealth</=> * Most of the matters
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