Return-Path: Delivered-To: kelly.andrews@tessol-inc.com Received: from gator4254.hostgator.com by gator4254.hostgator.com with LMTP id 2NpQOMj4umR7fQgAcizydQ (envelope-from ) for ; Fri, 21 Jul 2023 16:29:44 -0500 Return-path: Envelope-to: kelly.andrews@tessol-inc.com Delivery-date: Fri, 21 Jul 2023 16:29:44 -0500 Received: from c-24-20-253-210.hsd1.or.comcast.net ([24.20.253.210]:53941 helo=smtpclient.apple) by gator4254.hostgator.com with esmtps (TLS1.2) tls TLS_ECDHE_RSA_WITH_AES_256_GCM_SHA384 (Exim 4.96) (envelope-from ) id 1qMxh2-002xkq-2D; Fri, 21 Jul 2023 16:29:44 -0500 Content-Type: multipart/alternative; boundary=Apple-Mail-A6785CB4-D27D-40D0-9A01-25BA8E8CBB89 Content-Transfer-Encoding: 7bit From: Kelly Andrews Mime-Version: 1.0 (1.0) Subject: Re: DRAFT - Comments on R&G and Evergreen 2022 Tax Returns Message-Id: References: In-Reply-To: To: "Thieme, Daniel" Date: Fri, 21 Jul 2023 14:29:43 -0700 X-Mailer: iPhone Mail (19G82) --Apple-Mail-A6785CB4-D27D-40D0-9A01-25BA8E8CBB89 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Good, this draft didn=E2=80=99t have that done yet.=20 The only change I see is on the Evergreen return where it says Joyce Thieme C= redit Trust c/o Kelly, it only says Kelly and not Kelly Andrews on pages 7, 2= 5, and 29. Maybe they didn=E2=80=99t have room?=20 Sent from my iPhone > On Jul 21, 2023, at 2:21 PM, Thieme, Daniel wrote: >=20 > =EF=BB=BF > Yes. Cody did that already for both R&G and Evergreen. > =20 > From: Kelly Andrews =20 > Sent: Friday, July 21, 2023 2:14 PM > To: Thieme, Daniel > Subject: Re: DRAFT - Comments on R&G and Evergreen 2022 Tax Returns > =20 > Should the Joyce credit trust percentage allocation be zero at the end of t= he year and distributed out to us? >=20 > Sent from my iPhone >=20 >=20 > On Jul 21, 2023, at 9:54 AM, Thieme, Daniel wrote: >=20 > =EF=BB=BF > DRAFT > =20 > Hi, Cody. We have the following comments on the drafts of the R&G and Eve= rgreen tax returns: > =20 > R&G 2022 Tax Return: > 1. We see you have allocated the gain from the sale of the Moses Lak= e property among the partners on a pro-rata basis based on the number of day= s in the year. Would it be appropriate and permissible to specially allocat= e the gain form that sale to the partners as they existed on the date of the= sale? > 2. Schedule B, page 3: Please change Dan=E2=80=99s phone number to 2= 06.910.5913. > =20 > Evergreen 2022 Tax Return: > 3. You need to add the Roger Thieme Living Trust as a shareholder fr= om 11/06/22 through 12/31/22. Roger=E2=80=99s 7.1% interest stayed in the R= oger Thieme Living Trust. It was not distributed to Dan and Kelly. A confi= rmation of the changes in Evergreen share ownership is attached. We assume t= his should also be added to Schedule B-1. > =20 > Dan 206.910.5913=20 > =20 >=20 > -------------------------- > This email may contain confidential and privileged material for the sole u= se of the intended recipient(s). Any review, use, distribution or disclosure= by others is strictly prohibited. If you are not the intended recipient (or= authorized to receive for the recipient), please contact the sender by repl= y email and delete all copies of this message. >=20 > Littler Mendelson, P.C. is part of the international legal practice Little= r Global, which operates worldwide through a number of separate legal entiti= es. >=20 >=20 > -------------------------- > This email may contain confidential and privileged material for the sole u= se of the intended recipient(s). Any review, use, distribution or disclosure= by others is strictly prohibited. If you are not the intended recipient (or= authorized to receive for the recipient), please contact the sender by repl= y email and delete all copies of this message. >=20 > Littler Mendelson, P.C. is part of the international legal practice Little= r Global, which operates worldwide through a number of separate legal entiti= es.=20 >=20 --Apple-Mail-A6785CB4-D27D-40D0-9A01-25BA8E8CBB89 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Good, this draft didn=E2=80=99t have that d= one yet. 
The only change I see is on the Evergreen return where it= says Joyce Thieme Credit Trust c/o Kelly, it only says Kelly and not Kelly A= ndrews on pages 7, 25, and 29. Maybe they didn=E2=80=99t have room? 
Sent from my iPhone

On Jul 21, 2023, at 2:21 PM, Thieme, Daniel <DThieme@li= ttler.com> wrote:

=EF=BB=BF

Yes.  Cody did that already for both R&G and= Evergreen.

 

From: Kelly Andrews <kelly.andrews@tessol-i= nc.com>
Sent: Friday, July 21, 2023 2:14 PM
To: Thieme, Daniel <DThieme@littler.com>
Subject: Re: DRAFT - Comments on R&G and Evergreen 2022 Tax Retur= ns

 

Should the Joyce credi= t trust percentage allocation be zero at the end of the year and distributed= out to us?

Sent from my iPhone



On Jul 21, 2023, at 9:= 54 AM, Thieme, Daniel <DThieme@lit= tler.com> wrote:

=EF=BB=BF

DRAFT

 

Hi, Cody.  We have the following comments on th= e drafts of the R&G and Evergreen tax returns:

 

R&G 2022 Tax Return:

1.       We= see you have allocated the gain from the sale of the Moses Lake property am= ong the partners on a pro-rata basis based on the number of days in the year= .  Would it be appropriate and permissible to specially allocate the gain form that sale to the partners as they exist= ed on the date of the sale?

2.       Schedule B, page 3:  Please change Dan=E2=80= =99s phone number to 206.910.5913.

 

Evergreen 2022 Tax Return:

3.       You need to add the Roger Thieme Living Trust as= a shareholder from 11/06/22 through 12/31/22.  Roger=E2=80=99s 7.1% in= terest stayed in the Roger Thieme Living Trust.  It was not distributed= to Dan and Kelly.  A confirmation of the changes in Evergreen share ownership is attached.  We assume this should also be a= dded to Schedule B-1.

 

Dan  206.910.5913 

 


--------------------------
This email may contain confidential and privileged material for the sole use= of the intended recipient(s). Any review, use, distribution or disclosure b= y others is strictly prohibited. If you are not the intended recipient (or a= uthorized to receive for the recipient), please contact the sender by reply email and delete all copies o= f this message.

Littler Mendelson, P.C. is part of the international legal practice Littler G= lobal, which operates worldwide through a number of separate legal entities.=


--------------------------
This email may contain confidential and privileged material for the sole use= of the intended recipient(s). Any review, use, distribution or disclosure b= y others is strictly prohibited. If you are not the intended recipient (or a= uthorized to receive for the recipient), please contact the sender by reply e= mail and delete all copies of this message.

Littler Mendelson, P.C. is part of the international legal practice Littler G= lobal, which operates worldwide through a number of separate legal entities.=

=20
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