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📄 Extracted Text (629 words)
From: Brad Wechsle
To:
Cc:
Sent: Wednesday, May 11, 2016 12:28:40 PM
Subject: Re:
I'll ask Idb, but that's why I wldnt mention "gift tax"...merely "info request" re: grats. Will speak to
leon....b
From: Jeffrey E. [mailto:[email protected]]
Sent: Wednesday, May 11, 2016 08:25 AM
Cc:
Subject: Re:
as this is a component of gift tax . and possibly only a beginine i wouldnt , but its Icons call.
On Wed, May 11, 2016 at 2:19 PM, Brad Wechsler wrote:
A couple of questions:
1. Jeffrey-you saw the format in which we organized the back-up for year one of grat 1 (quite thick/alot
of back-up).
Does that format work (for you and internal use) or do you want it simplified/modified. Let's discuss.
2. Since this will take the focus and effort of a lot of people (just to pull and organize the various
records...both legal and accting, I'd like to tell the staff that we are answering an "information
request" from the irs on the grats. It will generally be helpful for them to know why the work is impt.
You and leon ok with this?
Will call you to discuss.
From: Jeffrey E. [mailto:jeevacation@)amail.com]
Sent: Wednesday, May 11, 2016 07:50 AM
To: Brad Wechsler; Melanie Spinella .c=a
Subject:
grats 3,4, 5, 6, also need accounting documents and backup. year 2014. other info request
to follow
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