SensibleandHour ly
Level 8
09-30-2025
03:37 PM
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Hello,
I have an elderly client with a Charitable Trust that her son manages, however, she is still the trustee. She received a penalty letter from the IRS (over 10k) from an apparent lack of some filing from 2021. She was unable to tell me much more. Any ideas of questions I should be asking? p.s. She was NOT my client in 2021.
Thank you for any insight that anyone may be able to provide,
Dawn
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