EFTA01455478.pdf

From: Paul Morris ([email protected]) Sent: 9/10/2014 5:58:02 PM To: Mike Liebeskind tmliebeskind@wingedkeelcom) CC: Brian Gartner [email protected] Subject: Re: Richard Kahn: Private Placement Variable Annuity (PPVA) Investment Account Classification: External Communication Ycs feel free to call him Fmm: Michael Licbcskind ImliebeskindAwingedkcel.coml Sent: 09/10/2014 09:45 PM GMT To: Paul Morris Cc: Brian Gartner <bgartnerawingedkeel.com> Subject: Richard Kahn: Private Placement Variable Annuity (PPVA) Investment Account Paul, I don't recall hearing back from Richard Kahn. Should I reach out to him for a status report? Michael From: Michael Liebeskind Sent: Tuesday, June 10, 2014 1:24 PM To: 'Richard Kahn' Cc: '[email protected]'; Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account Hi Rich, How did the meeting with your Principal go? Michael From: Michael Liebeskind Sent: Friday, June 06, 2014 1:34 PM To: 'Richard Kahn' Cc: '[email protected]'; Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account There will be no estate taxes. The value of the PPVA Investment Account is included in the taxable estate, but there is a dollar-for-dollar estate charitable tax deduction. From: Richard Kahn [mailto:richardkahn12@gmailcom] Sent: Friday, June 06, 2014 1:30 PM To: Michael Liebeskind CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 114256 CONFIDENTIAL SDNY_GM_00260440 EFTA01455478