Meeting with John and Marla to discuss dissolving trusts, and information on various holdings provided to landman
0.50
$212.50
02-01
SNH
Client Software-Intacct, Bill.com, QBO (98180)
0.00
$130.00
03-01
SNH
Client Software-Intacct, Bill.com, QBO (98180)
0.00
$130.00
04-01
SNH
Client Software-Intacct, Bill.com, QBO (98180)
0.00
$130.00
05-01
SNH
Client Software-Intacct, Bill.com, QBO (98180)
0.00
$260.00
05-07
RTS
Consulting (21900)
Call w/ John to review plans to 1031 rental property into new replacement, followed by sale of personal residence and purchase of replacement. Tax implications on all
0.25
$112.50
05-20
RTS
Consulting (21900)
Call follow up - summarize notes from call along with tax implications of 1031 exchange for rental and sale of personal residence
0.17
$76.50
Billing lines (unassigned / out-of-scope)
Category
Description for invoice line
Source
Amount
No billing lines yet — add an out-of-scope line, or tag an Unassigned WIP line “Bill additional”.
