EMAIL DETAILS

Hunter-

I took a look through the taxes and everything seems correct. I wanted to make sure all the payments you made previously had been reflected and they had.

Joan is going to drop them back off at the House of Sweden this afternoon. She’s going to denote the places that both you and Kathleen need to sign and which checks you need to write. Make sure to write the check from Owasco for the Owasco taxes and a check from your personal account for the personal taxes.

The taxes need to be mailed by Monday so this should give enough time to coordinate and get Kathleen’s signatures, etc.

Let us know if you have any questions or need some logistical help on any of this.

Thanks,

Eric


Eric D. Schwerin
Rosemont Seneca Advisors, LLC
2900 K Street, NW
Suite 507
Washington, DC 20007
(202) 333-1880
eschwerin@rosemontseneca.com <x-msg://59/eschwerin@obblaw.com>
P Consider the environment before printing this email.

WE’VE MOVED: PLEASE NOTE OUR NEW ADDRESS ABOVE

> On Oct 7, 2017, at 9:47 AM, Eric Schwerin <eschwerin@rosemontseneca.com> wrote:
>
> Hunter-
>
> Bill Morgan sent your 2016 personal and Owasco tax returns to the office at HOS yesterday. Not sure if they were sent to my attention or yours but they are likely at the front desk. I haven’t had a chance to look at them and make sure there’s no glaring errors. I’d like to review it once before you sign and can go by and get them on Monday if they are still at the front desk and then can return them pretty quickly thereafter.
>
> Since you were still married in 2016, this is the last return you are filing jointly with Kathleen so she needs to sign this as well. They aren’t due until Monday October 16th so there should be enough time between now and then to get both signatures on them. If you aren’t able to get them to her Joan can messenger them over at some point.
>
> Assuming there are no errors, Bill says you will owe $32,655 personally and $45,673 from Owasco.
>
> In addition, Bill calculated the amount of estimated taxes owed on the Eudora distribution and you will owe $147,000 in federal taxes and $57,000 to DC. I understand that Illinois taxes have already been withheld by Eudora. Those payments are due January 15, 2018 but can be paid anytime between now and then. Bill has prepared vouchers for those payments.
>
> Thanks,
>
> Eric
>
>
>
> Eric D. Schwerin
> Rosemont Seneca Advisors, LLC
> 2900 K Street, NW
> Suite 507
> Washington, DC 20007
> (202) 333-1880
> eschwerin@rosemontseneca.com <x-msg://59/eschwerin@obblaw.com>
> P Consider the environment before printing this email.
>
> WE’VE MOVED: PLEASE NOTE OUR NEW ADDRESS ABOVE
>