I “can’t believe it”!

I met with L____ (our CPA) today so I could sign all our tax returns. (It’s an annual affair. We have about a dozen legal structures, many of which require separate tax returns.)

Anyway. So we’re talking about “how’s life,” as we usually do. (I enjoy meeting with L____ as a casual friend as well as counselor, and we talk about how things are going several times a year.)

So he asks me: “What do you think of J____’s proposal?”

I grow thoughtful for a minute and then say, “I think, in general, it sounds like a great idea. But Sarita and I are really concerned about his 501(c)(3) proposal. . . .”

“B____ [our estate planning and structures attorney] and I are very much concerned about the 501(c)(3) proposal,” he replied.

(!!!!) “You are?!? . . . J____ said you guys were all behind the plan!” Read the rest of this entry »

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