Change Partner to partners Trust

Larry Reno on

One of my elderly members just ask me how to change his name in the partnership to his Trust. Does anyone see any problems?

Larry Reno

President

Georgia Chapter of BetterInvesting

Norman Gee on

3 letters IRS.

New partnership auditing opt out

On Wed, May 27, 2020 at 2:31 PM Larry Reno via bivio.com <user*17642900001@bivio.com> wrote:

One of my elderly members just ask me how to change his name in the partnership to his Trust. Does anyone see any problems?

Larry Reno

President

Georgia Chapter of BetterInvesting

SB on

This may cause your partnership to no longer be able to opt out of the Centralized Partnership Audit Requirements. Please consider the recommendations from the bivio staff member titled : New IRS Audit Procedures - Our Recommendations.

On Wed, May 27, 2020 at 5:31 PM Larry Reno via bivio.com <user*17642900001@bivio.com> wrote:

One of my elderly members just ask me how to change his name in the partnership to his Trust. Does anyone see any problems?

Larry Reno

President

Georgia Chapter of BetterInvesting

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