THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: March 26, 2001 04:25 PM Monday;
Rod Welch
Submit information for 2000 tax returns, to S.J. Gallina.
1...Summary/Objective
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CONTACTS
0201 - S J Gallina & Company 925 943 1776 fax 1876
020101 - Mr. Edmond E. Traille; Partner =925 943 1776 ext 33
SUBJECTS
Personal, Finance, Taxes, 99
Tax Return 1999
Individual Taxes 2000
Tax Returns 2000
Tax Return 2000
0707 - ..
0708 - Summary/Objective
0709 -
070901 - Follow up ref SDS 40 0000, ref SDS 37 0000.
070902 -
070903 - Submitted ref DIT 1 0001 submitting tax report, ref OF 1 0001,
070904 - prepared in the record on 000322. ref SDS 40 0001
070905 -
070906 - Submitted as an attachment the Excel spreadsheets for Welch check
070907 - register, and calculation of obligations.
070908 -
070909 - Notified Ed that we need two separate tax returns, ref DIT 1 00UT,
070910 - discussed with Ed on 010214. ref SDS 37 0001
070911 -
070912 - [On 010412 called about progress. ref SDS 42 0001
070913 -
070914 - [On 010414 Millie owes $3,500 in additional tax. ref SDS 43 0001
070915 -
070916 - Advised that obligations need review to reconcile lower interest
070917 - expense this year that was reported last year, ref DIT 1 4874, as
070918 - noted in the record on 010322. ref SDS 40 0868
070919 -
070920 - [On 010327 called to discuss with Ed Traille; revised obligations
070921 - calculation. ref SDS 41 0001
070922 -
070923 -
070924 -
070925 -
070926 -
Distribution. . . . See "CONTACTS"