BobKamman
Level 15
04-15-2023
11:35 PM
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@IRonMaN wrote:
This is why I prefer working with retired clients. You just have to watch the obituaries to make sure they didn't die between the time they dropped off their stuff and when the return is ready.
A long-time client didn't come back this year, after calling January 31 to ask us to send our extended checklist. I checked the obituaries, and she died February 15. I had three elderly widows die this year, all of them at age 96 Another, though, lasted to 99, just a few months short of her birthday.