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Interesting Tax Question,,
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John Burns
Posted 5/5/2024 18:30 (#10729844 - in reply to #10729802)
Subject: RE: Interesting Tax Question,,



Pittsburg, Kansas

That sounds like a good suggestion.

A CPA might be able to get ahead of the game and prevent big future problems. He might be able to submit a current return and get him filing while if there are problems that come to surface they likely could be resolved with minimal cost (assuming his income has not been all that great). Then going forward he could already be squared up before he comes into the windfall of inheritance. 

Easier to fix a problem when it is relatively small and not much of a target than when big dollars become a big target.

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