Writing a legal letter to a client
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Client Letter Examples This web page provides two examples of client letters that Albert B. Smith, a staff accountant, drafted on September 14, The letters are based on the facts for practice research. Before reviewing this web page, we recommend that you study the client writinh lessonread the facts for practice researchcomplete the research, and attempt to formulate a letter for both Fly Jones, the professional basketball player, and Mr.
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Letter to Fly Jones Tax-Unsophisticated Client Dear Mr. I appreciate the opportunity to advise you regarding this tax matter. To ensure a complete understanding between us, I am stating the pertinent information about the advice that I will be rendering and the facts you provided to me. Responsibilities I use my judgment in resolving questions where the tax law is unclear or where conflicts may exist between the taxing authorities.
Unless you instruct me otherwise, I resolve such questions in your wrlting whenever possible.
However, the opinion I express does not bind the Internal Revenue Service IRS. Thus, I cannot guarantee the outcome in the event the IRS challenges my opinion.
A legal to client letter writing a many working
You remain responsible for any tax or related liabilities resulting from an adverse IRS or judicial decision. The law imposes various penalties when taxpayers understate their tax liabilities.
Tax professionals also may be subject to penalties when an understated tax liability is based on a position that the professional recommends but has no realistic possibility of being sustained. A realistic possibility of success exists if the tax professional has a good faith belief that the position has at least a writting in 3 chance of being sustained on its merits if challenged.
Facts The following facts are based on your written correspondence to me dated June 2, If these facts are incomplete or incorrect, please let me know right away. You are a U. To discourage laziness and mental errors, your teammates formed the Slammin-Jammin Club on August 30, Membership in the club was voluntary, but every Wildcat joined.
When a Wildcat was responsible for a turnover e. The rest of the funds, again according to previously-determined club rules, were given to the American Red Cross.
You are concerned that, if the shopper's interpretation were to be honored, Loman's would have to reconsider its marketing strategies. To ensure a complete understanding between us, I am stating the pertinent information about the advice that I will be rendering and the facts you provided to me. Nobody talks like that. The result is that within a single sentence I can find 3, 4 or more ideas. Let me know in the comments — what do you struggle with? The writer of this column, its publishers, or advertisers accept no responsibility whatsoever and an entirely different post will appear in this space next month. Tax professionals also may be subject to penalties when an understated tax liability is based on a position that the professional recommends but has no realistic possibility of being sustained. The more you know about your audiencethe better you will be able to write for their benefit.
The Red Cross knew nothing about the contribution until it occurred on May 12, One month later, the American Red Cross sent individual letters of thanks and receipts to each member of the club. You itemize deductions and file jointly. Conclusions and Recommendation Based on our research, you can deduct most of the fines you paid to the Slammin-Jammin Ldtter as a charitable contribution since they are in the nature of gifts per Duberstein, a Supreme Court decision.
This page has some tips for writing letters to lawyers and law firms. Your clients will love you for it. Deceptive Simplicity Words are one of our primary tools as lawyers. But what about jargon?
In this judicial case, the taxpayer received a Cadillac in return for periodically giving names of potential customers to a business associate. Similarly, you intended to make a gift to the American Red Cross. Lega voluntarily joined the club and were aware from the beginning that the bulk of fines you paid would benefit the American Red Cross.
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Thus, you are entitled to a deduction. According to a revenue ruling, the fact that you ckient the barbecue does not matter. My conclusions are based on the facts above and the tax law as it existed on September 12, Please let me know if you wish to discuss any of these issues further.