Ian Bryzek, CPA
How do you rebuild gift history across many years?
Multi-year reconstruction works best as a spreadsheet with one row per transfer and columns for evidence quality.
Trying to remember a decade of gifts in a single conversation produces gaps and double counts.
Prioritize transfers that changed title or large account balances, then fill smaller cash patterns.
What to keep with the file
Prioritize transfers that changed title or large account balances, then fill smaller cash patterns.
What to do next
Complete the spreadsheet’s evidence column before asking Ian to interpret filing implications.
What to gather
- Multi-year transfer spreadsheet
- Deed chronology
- Brokerage transfer history
- Bank export for outbound gifts
- Status column for documented versus suspected
Who usually handles what
- Ian can organize the tax reporting question and the supporting records.
- The executor, trustee, or account custodian supplies records and confirms who has authority to act.
A practical next step
Complete the spreadsheet’s evidence column before asking Ian to interpret filing implications.
Related guides
- Basis for property transferred before death
- Missing basis records
- What records does a cpa need after a death
This is general tax information, not tax or legal advice. Outcomes depend on the documents, ownership, timing, and law that apply to the particular facts.