blueballs,
You said:
"My trust doesnt use a company as a trustee yet...the trust hasnt kicked off yet."
And it has already cost you $5,000 for some tax advice ? !!
When you do see a mid size tax accounting firms next time, be insistent that you will deal only with a partner, not a staff member, no matter how senior that staff member is.
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blueballs,You said:"My trust doesnt use a company as a trustee...
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