EFTA01036540.pdf

From: "jeffrey E." <jeevacation®gmail.com> To: Noam Chomsky Subject: Re: Cash Flow Model Date: Thu, 31 Aug 2017 10:37:31 +0000 what are marine expenses do you guys have a boat? On Thu, Aug 31, 2017 at 1:57 AM, Noam Chomsky > wrote: Could you have a look at a draft of projections from Deborah Quinlan's office? It doesn't make any sense to me. If I read it correctly, until 2035 Valeria will have an annual income of several hundred thousand a year, but starting in 2036, her income will be reduced to about $30,000 a year from all sources and declines after that. How is that possible? Am I misreading something? Attached Noam On Wed, Aug 30, 2017 at 4:05 PM, John DeSimone < > wrote: Hello Noam and Valeria - hope you are settling down in AZ. I apologize for getting this model out late. The link below will open the first draft. In its current state, I would suggest that we use this as purely a starting point. We need to really scrub the numbers to get them correct. A few items that we really need to convert this to a useful tool. 1) Confirmation of income and expenses. A couple items we inserted with a nominal amount ($1) to get a further understanding of those. 2) Most recent account valuations. Statements would be perfect. If you review the model and just edit those numbers and send it back, we can revise the model and continue to work through until we get it to become effective. I appreciate your help on this and if you have any questions, please let me know. Again, I would like to stress that the model is in its preliminary state. Once we get this model into shape, we will use it to back into an allocation and also discussions with Bainco on the trust allocations and distributions. EFTA01036540  Thanks John F. DeSimone Managing Partner Oakmont Partners, LLC Office: Mobile: Fax This message is being sent by Oakmont Partners LLC. It is intended exclusively for the individuals and entities to which it is addressed. This communication, including any attachments, may contain information that is proprietary, privileged, or confidential. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by email and delete all copies of this message. This message is protected by applicable legal privileges and is confidential. In compliance with US Treasury Circular 230 Regulations and any applicable state laws, please be advised that any tax advice contained in the body of this document, or attachments, was not intended or written to be used, and cannot be used, by the recipient or any other party for the purpose of (1) avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any transaction or matter addressed herein. please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA01036541