Subject: personal tax return material
From: "Bill Morgan" <[email-masked]>
To: <[email-masked]>
Date: Wed, 03 Oct 2018 18:07:05 +0000

Hunter

     Following is the information I need to finish your personal return:

1.        The W-2 form from Boies reporting the salary they paid you in 2017

2.       1099 INT from Bank of America reporting interest they paid you in 2017

3.       Any expenses you paid relating to your director fees from National Railroad (Amtrak) - specifically, your travels costs to NY for meetings

4.       A list of any charitable contributions you made in 2017

    I forgot to ask you about the partnership K-1's that we do not have.  I need Rosemont Seneca Technology, RSTP II Alpha Partners, RSTP II Bravo and Equity Distribution Trust.

     Also, relating to both your personal return and Owasco - Rob Walker paid Owasco about $511,000.  There was also a 1099 from him saying you personally were paid $201,198.  Are these 2 separate items or were the payments to you simply deposited in the Owasco account?

     Lastly, I noted that both houses were transferred to your ex-wife as part of the divorce.  When were the houses transferred to her?  I need to determine how much of the mortgage interest we can deduct on your personal return.

     If you have any questions, please let me know.  Please remember that both returns (yours and Owasco's) must be filed by October 15.

Bill

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William A. Morgan, Jr, CPA

Morgan | Wingate P.C.
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www.morganwingate.com<http://www.morganwingate.com/>

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