EFTA01205231.pdf

JEE: THIS IS A LIST THAT I WILL UPDATE AS I GO THROUGH LDB - TAX YEAR 2014 K-1'S, BROKER REPORTING AND OTHER DOCUMENTS/ RECORDS. RELEVANT TRANSACTION LIST PRELIMINARY - LIST THE LIST BELOW IS NOT MEANT TO BE INCLUSIVE OF ALL TRANSACTIONS SALES ART SALES - NOVEMBER 2014 - LOSS. KNOWLEDGE UNIVERSE - SPLIT UP OF PARTNERSHIP INTERESTS - REVIEW DISCLOSURE TIMBER SALE IS 2015 SALE SALE OF STOCK ACQUIRED BY OPTION EXERISE (SIRI, URI) EXERCISE OF NON-QUAL OPTION - REPORT 1099 AND DISCLOSE DISGORGEMENT AZ PROPERTY SALE IS 2015 SALE FX LOSS - CHECK DEDUCTIBILITY OF LOSS ON RETURN OF UK FLAT DEPOSIT BASIS OF STOCK SOLD FOR PERCEIVED LOSS - ALCAEL/ LUCENT/ CTI BIO PHARMA / MICROSEMI REVIEW INSURANCE COMPANY DISCLOSURE (IF ANY) ON POLICY TERMINATION NEW REPORTING REGAN ARTS OPERATIONS ARTSPACE OPERATIONS & ASSET PURCHASE INTEREST INCOME FROM PHAIDON PRESS AVIONETA - NEW FILING IN 2014 FOREIGN DISCLOSURE -AS HOLDINGS (ARTSPACE) OLD REPORTING SPLIT DOLLAR INCLUSION TRA (ORDINARY/ CAPITAL) BJAV - TREATMENT OF CHARTERS (280A) FOREIGN DISCLOSURES - PHAIDON CHARITY DONATION OF ART - APPRAISAL FOM MOMA DONATION OF QUALIFIED APPRECIATED STOCK TO PRIVATE NON OPERATING FOUNDATION OTHER CLAWBACK REPORTING - AWAITING APOLLO K-1S TO REVIEW TREATMENT HERITAGE - GAIN REALLOCATION - REVIEW APOLLO CALCULATION QEF DISPOSITION - REVIEW APOLLO CALCULATION DEDUCT TAXES PAID AT CLOSING (REAL ESTATE ACQUISITION) EFTA01205231