📄 Extracted Text (477 words)
Message
From: Scott Borgerson
Sent: 6/13/2018 5:25:55 PM
To: 1; Lindsay J. Annello
CC: Ghislaine Maxwell ]; Laura K. Barooshian 1
Subject: Re: 58/GM - 2nd Quarter Estimated Taxes
Hi Lyle,
Please see below from Angara's accountant. I couldn't see where to run a YTD capital gain/loss for Angara
when logging into ubs.com.
Is this an easy thing for you to run? Or, is there a way for me to do through the website each quarter so I don't
need to bother you?
Lindsay,
Angara is now mostly in cash/treasuries, and so the $300k gain from last year will not be the same this year
(that closed out some old positions), so my guess is the number will be lower.
We'll wait to hear from Lyle at UBS.
Thanks,
sgb
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On Jun 13, 2018, at 11:47 AM, "Lindsay J. Annello" > wrote:
Hi &Ott,
We are working through the 2n' Quarter estimated taxes calculation which is coming due on Friday, June 151". Are you
able to run a report for the Angara Trust's UBS accounts through 5/31/18 to determine what the year-to-date income and
gains/losses have been so far? I've already reached out to Jeff at Nutter to obtain this information, but he informed me
that you have the online account access. If this is something that you are not easily able to do, would you be willing to
authorize the UBS team to send us duplicate statements or provide Accountant online access to the trust accounts going
forward?
If we are unable to determine the year to date information, I can finalize the calculation assuming all 2018 income is
similar to the 2017 income with the exception of the $300k gain that was reported through the Angara Trust. Please let
me know if you are comfortable with this method.
Thank you,
Lindsay
LINDSAY J. ANNELLO, CPA, MSA
Manager
CONFIDENTIAL UBSTERRAMAR00003731
EFTA00239079
DICICCO. GULMAN & COMPANY LLP
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