You have found the
"CROWN JEWEL OF TRUST"
Our Attorney who wrote this Trust is a Trust & Tax Attorney. His use of Trust Law & the IRS Code allows us to defer tax by the use of his proprietary documents & a qualifying trust.
This trust comes with a TRUST ATTORNEYS "legal opinion" which gives the power to do many things through the copyrighted provisions within the trust that other trust simply cannot do.
REGARDING THE USE OF THE TAX ACCOUNTING SERVICE on our accountants list: Rio Gregory
They are a very comprehensive tax accountant firm & can service many of your needs....however, the following is important to service you quickly.
(Only provide full name and phone # no personal info.)
express your interest in using their service
NOTE: DO NOT SEND PERSONAL TAX INFORMATION to that email ONLY YOUR NAME AND PHONE # and an expression of interest to use a comprehensive tax service that knows this trust. (this is for the purpose of doing a head count so the firm can hire & train a staff large enough to accommodate the business coming their way after this RV) PERSONAL DATA will be gathered in encrypted methods AFTER THE RV or if you are a trust holder and need tax services. The staff will accommodate your needs on a as needed basis.
RIO's (tax firm & trained staff) hope to be of great service to you and have a strong interest in expediting your needs and concerns in an efficient SECURE manner.
The email address provided in the for Patrick Gregory should NOT be contacted henceforth as he is not on this assignment any longer.
Senior Management wants your personal information to be used under special software Encrypted and Secure.
AGAIN just email your name and phone # and that will give Rio some idea of how much growth their firm will experience after the RV and volume of staff to train so that your needs can be serviced quickly.
If you have questions please call me (Ms. Lynn Bernal)
515-280-3922
For those that have submitted info previously to Patrick Gregory.
Change of instructions are due to personal information being collected in a NON STANDARD FORMAT for the tax firm which was not cleared by Senior Management.
At NO TIME was personal information compromised and mostly important we have taken steps to make sure this does not happen again.Rio Gregory's tax group takes collection storage and dissemination of personal information in high regard to assure that their clients' privacy is protected and secure Rio's tax firm will never ask for personal information via unsecured methods when their tax group transmits information over the internet that contains personal information, their policy is to comply with Federal and State regulations and conform to the highest encryption techniques.
Any individual who provided personal information to Patrick Gregory(per instructions) may contact us to confirm disposition of their information. We have established an email for such techniques.
taxservicemission@gmail.com .
We will also be reaching out to everyone contacted by Patrick to address any concerns.
David Caldwell, Operations Director.
Rio's tax group is a Botique tax firm that specializes solely in taxation with 34 offices across 16 states.
Is comprehensive to assist individuals, businesses, partnerships and trusts in any tax matters; large or small.
EMAIL:
taxservicemission@gmail.com sending only your name and phone # at this time expressing your interest in using their firm to do the filing of your trust taxes.
Please be considerate regarding tax questions...he is not available to spend the day answering email questions. If your trust has not done over $600.00 in ORDINARY income or Commerce then you do not need to file any TRUST taxes form 1041.
YOU SHOULD have a trust in hand before retaining their service UNLESS you want him to do your personal taxes. All will be contacted after the RV to expedite the necessary forms to "reclassify" your capitalization with the IRS and the Treasury Dept. so you will not be concerned if they send you a notice to pay your taxes.
NOTE:
NEVER DEAL WITH THE IRS DIRECTLY...LET THE TAX FIRM DO THAT FOR YOU....Rio's firm will do it for FREE if they file your taxes.
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The Cost of Possession
Introducing a Perfect Concept in Financial Planning With A Qualified Family Estate Plan With Tax Advantages.
Possession can mean, Probate, Law Suits, Liens, Judgements, Creditors can come against your estate and penetrate it.
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