ClientWhysConnect

Contact owners and managers

1–30 of 13099

The ClientWhys Connect community was formed by ClientWhys to provide its customers with a forum for sharing knowledge, expertise, and wisdom. In a time where community and networks are starting to infiltrate every aspect of our personal and professional lives, the ClientWhys Connect community is a shining example of how a group of very independent practitioners can come together to form a successful community.

0 selected

Sam Grewal, Lee Reams2

Apr 24

CA Credit for HVAC and Heat pump for TY 2023 or 2024

No, CA doesn't have a tax credit. They do have a rebate of $1000 and some CA utility Companies

unread,

CA Credit for HVAC and Heat pump for TY 2023 or 2024

No, CA doesn't have a tax credit. They do have a rebate of $1000 and some CA utility Companies

Apr 24

Elizabeth Ferreira, Lee Reams3

Apr 24

Wyoming LLC whereby the owners both live in CA

Thank you Lee On Tue, Apr 23, 2024 at 8:27 AM Lee Reams <lee....@clientwhys.com> wrote:

unread,

Wyoming LLC whereby the owners both live in CA

Thank you Lee On Tue, Apr 23, 2024 at 8:27 AM Lee Reams <lee....@clientwhys.com> wrote:

Apr 24

Bob Mason, Lee Reams4

Apr 24

Question regarding an estate

Hi Lee, Reposting question, I sorry if I missed the response. Thank you for your response. To clarify

unread,

Question regarding an estate

Hi Lee, Reposting question, I sorry if I missed the response. Thank you for your response. To clarify

Apr 24

Kim Escandon, … Lee Reams8

Apr 24

LEASED VEHICLE FOR S_CORP

I agree with you. The decedent did not sell the home the trust did. Had the beneficiary of the trust

unread,

LEASED VEHICLE FOR S_CORP

I agree with you. The decedent did not sell the home the trust did. Had the beneficiary of the trust

Apr 24

larry gurewitz, … Mel Cohen17

Apr 23

Lee Thanks for the BB reference as I started there and could not nail down an answer. The policy was

unread,

Lee Thanks for the BB reference as I started there and could not nail down an answer. The policy was

Apr 23

larry gurewitz, Matthew Bigelow3

Apr 23

Matthew, thank you for the excellent suggestion to set them up online. I didn't know you could

unread,

Matthew, thank you for the excellent suggestion to set them up online. I didn't know you could

Apr 23

Apr 23

Passive Losses Carryover Upon Death

Taxpayers has been renting rental property on Schedule E and had carryover passive losses on form

unread,

Passive Losses Carryover Upon Death

Taxpayers has been renting rental property on Schedule E and had carryover passive losses on form

Apr 23

Laura Walker, Lee Reams2

Apr 22

Calif Personal Casualty Loss

Laura, This is from the 2023 Form CA instructions: Lee Line 15 – Casualty or Theft Loss(es) Under

unread,

Calif Personal Casualty Loss

Laura, This is from the 2023 Form CA instructions: Lee Line 15 – Casualty or Theft Loss(es) Under

Apr 22

Apr 21

Interest tracing

Client has a SMLLC Sch C for developing properties, he is a real estate professional. He pulls money

unread,

Interest tracing

Client has a SMLLC Sch C for developing properties, he is a real estate professional. He pulls money

Apr 21

Apr 19

IRA Withdrawal For Disability

I believe that the 10% early IRA distribution is waived for a disabled taxpayer for every year that

unread,

IRA Withdrawal For Disability

I believe that the 10% early IRA distribution is waived for a disabled taxpayer for every year that

Apr 19

Diana Skocypec, … Ahtirski & Associates4

Apr 18

Wrong mail)ing address for balance due (1040V

The best way is go to IRS Website and do a DIRECT payment for the customer since you have all the

unread,

Wrong mail)ing address for balance due (1040V

The best way is go to IRS Website and do a DIRECT payment for the customer since you have all the

Apr 18

Darren Kington, Lee Reams3

Apr 17

Campaign expenses

Thank you. Sincerely, Darren Kington, EA 9222 Walker St. Cypress, CA 90630 (P) 714-995-6995 x224 (F)

unread,

Campaign expenses

Thank you. Sincerely, Darren Kington, EA 9222 Walker St. Cypress, CA 90630 (P) 714-995-6995 x224 (F)

Apr 17

Louis Avalos, Lee Reams2

Apr 17

Louis, Information on an L1 visa holder is almost non-existent from government sources. Put 519 does

unread,

Louis, Information on an L1 visa holder is almost non-existent from government sources. Put 519 does

Apr 17

Ahtirski & Associates, Lee Reams2

Apr 16

Medicaid payments taxable received W 2

Sounds like an excludable Medicaid waiver payment (BB Page 2.01.o7 TAS Reporting Tip - A Taxpayer

unread,

Medicaid payments taxable received W 2

Sounds like an excludable Medicaid waiver payment (BB Page 2.01.o7 TAS Reporting Tip - A Taxpayer

Apr 16

larry gurewitz, … Lee Reams7

Apr 16

After reading the options, I think you ned to file an amended return. Lee > On Apr 16, 2024, at 2:

unread,

After reading the options, I think you ned to file an amended return. Lee > On Apr 16, 2024, at 2:

Apr 16

Apr 15

Thank you for this forum

Thank you for this forum Lee, and all the folks who participate. It is very helpful.

unread,

Thank you for this forum

Thank you for this forum Lee, and all the folks who participate. It is very helpful.

Apr 15

Apr 15

Form 4868 paper filed

Happy Tax Day (for most of us)- For those clients that insist on mailing a check to the IRS with

unread,

Form 4868 paper filed

Happy Tax Day (for most of us)- For those clients that insist on mailing a check to the IRS with

Apr 15

Garry Nichols, … Ahtirski & Associates5

Apr 15

CA FTB Form 568

Thank you one and all including Lee. Garry Nichols From: clientwh...@googlegroups.com <

unread,

CA FTB Form 568

Thank you one and all including Lee. Garry Nichols From: clientwh...@googlegroups.com <

Apr 15

Diana Skocypec, Lee Reams2

Apr 15

Help with Ca resident with investments in Florida LLCs

Never been involved with a FL LLC, but here are some web links I found. Lee https://tremblylaw.com/

unread,

Help with Ca resident with investments in Florida LLCs

Never been involved with a FL LLC, but here are some web links I found. Lee https://tremblylaw.com/

Apr 15

DENNIS MAHANEY, … scott jessup5

Apr 14

SUPERCEDE RETURN

Thanks lee. The client is in Japan and I should have waited a little before efile. In a message dated

unread,

SUPERCEDE RETURN

Thanks lee. The client is in Japan and I should have waited a little before efile. In a message dated

Apr 14

Diana Skocypec, … PHILIP P STORRER4

Apr 14

How to value personal property sold for a profit

To quote Gilda Radner: Never mind; fact pattern was not as originally reported. Thank you. On Sat,

unread,

How to value personal property sold for a profit

To quote Gilda Radner: Never mind; fact pattern was not as originally reported. Thank you. On Sat,

Apr 14

professional...@verizon.net, Lee Reams2

Apr 14

Extension question

File another one her name alone and see what happens. Lee > On Apr 13, 2024, at 9:25 PM, '

unread,

Extension question

File another one her name alone and see what happens. Lee > On Apr 13, 2024, at 9:25 PM, '

Apr 14

David Kabachnick, … Kimberly A. Somers, EA, Inc.9

Apr 13

Ultratax e-file acknowledgement delay ?

They've been “pulling” this delay stuff right at due dates for a couple years now! I just go to

unread,

Ultratax e-file acknowledgement delay ?

They've been “pulling” this delay stuff right at due dates for a couple years now! I just go to

Apr 13

Gregg Lawless, cathy arbogast3

Apr 13

Refiling a Return??

THANKS Cathy. I use Drake also so will look into doing that. Gregg Lawless From: clientwhysconnect@

unread,

Refiling a Return??

THANKS Cathy. I use Drake also so will look into doing that. Gregg Lawless From: clientwhysconnect@

Apr 13

etm...@gmail.com

Apr 13

Amazon stock sale

Client worked for Amazon and quit. He sold his stock in 2 transactions. One normal and one to pay his

unread,

Amazon stock sale

Client worked for Amazon and quit. He sold his stock in 2 transactions. One normal and one to pay his

Apr 13

Darren Kington, Lee Reams4

Apr 12

Failed Adoption

From the 8839 instructions: > On Apr 12, 2024, at 4:34 PM, Darren Kington wrote: > >

unread,

Failed Adoption

From the 8839 instructions: > On Apr 12, 2024, at 4:34 PM, Darren Kington wrote: > >

Apr 12

Evonne Winegarner, Lee Reams5

Apr 12

Perfect – thanks Lee!! From: clientwh...@googlegroups.com <clientwhysconnect@googlegroups.

unread,

Perfect – thanks Lee!! From: clientwh...@googlegroups.com <clientwhysconnect@googlegroups.

Apr 12

dbhol...@gmail.com2

Apr 12

Reposting I didn't hear anything about this Darrell B Holder American Empire Broker BRE 01143371

unread,

Reposting I didn't hear anything about this Darrell B Holder American Empire Broker BRE 01143371

Apr 12

Evonne Winegarner, Lee Reams3

Apr 12

Expenses prior to active rental

Thanks as always! From: clientwh...@googlegroups.com <clientwh...@googlegroups.com>

unread,

Expenses prior to active rental

Thanks as always! From: clientwh...@googlegroups.com <clientwh...@googlegroups.com>

Apr 12

Apr 12

Residual income from closed LLC activity in multi-level marketing

1040 client received a 1099-NEC for $11000 of commissions earned by her through her LLC (closed in

unread,

Residual income from closed LLC activity in multi-level marketing

1040 client received a 1099-NEC for $11000 of commissions earned by her through her LLC (closed in

Apr 12

Search

Clear search

Close search

Google apps

Main menu