EFTA02514926.pdf

From: jeffrey E. <[email protected]> Sent: Sunday, December 28, 2014 10:18 AM To: Brad Wechsler; Melanie Spinella; Ada Clapp Subject: jobs ahead 1. review accounting system. Book ke=ping softaware. staff, ( senior accountant ) methods on line =anking, brokerage. cash mgmt. airplane reimbursement. boat sale. art purch=ses sales use and sales tax. tax filings FBAR FATCA, ga=ing commsion, pfics, insurance . uk co law. 2. review docs =for TRA BRH grats, trusts, heritage will, insurance, art lending. me=ical, springing powers. two fire drill books. one =eeded for injury. other for death 3 review bills . boats, =lanes, legal, ( PW, McFarlands all outside. legal and =AO accounting. Toms bills over 400k . house projects. south ny=ben 4 cashflow projections ta= projections , interaction with Apollo accounting tax, Phaidon ,art =pace ,and Regan. legal accounting. audit S. children m=etings , review to date and allocations 6 review all=C2 role in payables. files scanned, no paper 7 review inv=smtents for tax basis and unrecognized gain 8 schedule of al= hedge funds . redeemables commitments etc. 9 c=arities pledges strucutre, staff , =br> =C2 please note The information contained in this communic=tion is confidential, may be attorney-client privileged, may constit=te inside information, and is intended only for the use of the addresse=. It is the property of JEE Unauthorized use, disclosure or copying =f this communication or any part thereof is strictly prohibited and =ay be unlawful. If you have received this communication in error, pleas= notify us immediately by return e-mail or by e-mail to [email protected], andar>destroy this communication and all copies thereof, including all atta=hments. copyright -all rights reserved EFTA_R1_01649052 EFTA02514926