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📄 Extracted Text (911 words)
From: Richard Josli
To: jeffrey E. leevacationelornall.com>
Subject: Re: Fwd:
Sent Sunday, April 5, 2015 8:57:31 PM
When we spoke at your house you indicated that you did not wish to sec and that it made most
sense for Alan to read. I can send the files by email It has tax jargon and uses tax projection
software.
On Apr 5, 2015, at 4:50 PM, jeffrey E. <[email protected]> wrote:
not to me? or rich?
On Sun, Apr 5, 2015 at 4:48 PM, Richard Joslin wrote:
I spoke to JEE Thursday. We agreed that I would send to Alan by email rather
than printing and messengering I sent email to Alan. Alan confirmed receipt
Friday.
On Apr 5, 2015, at 4:26 PM, Brad Wechsler wrote:
Jeffrey-i thgt rich completed a package for torn and alan (you were copied
on the note morn of 4/1.}....obyiously continually being updated with kl's
coming in. I will look into first thing tomorrow am. B
From: Jeffrey E. [mailto;i_geyacation@gmail,com]
Sent: Sunday, April 05, 2015 12:33 P
To: Brad Wechsler; Melanie Spinella
Subject: Fwd:
nothing received as of today. ???!!
Forwarded
From: Richard Joslin
Date: Fri, Mar 27, 2015 at 9:26 PM
Subject: RE:
To: "Thomas T
Cc: "Jeffrey Epstein
"Melanie
EFTA_R1_00037929
EFTA01745303
I posted just now to Raich Ende Maker client portal:
1. BNA projection (LOB 2014)
2. BNA projection (LOB 2015)
3. Workpapers prepared by FO
4. Apollo tax dept taxable income summary
Tom: Please give me a call once you have had a chance to review. Taxes FY 2014 are
slightly higher than year-end projection given slight revision in Apollo tax
updated amounts and actual K-1's that have been received from outside
funds. Taxes FY 2015 are projected to be much lower than 2014.
Richard Joslin
CFO
Elysium Management LLC
445 Park Ave
Ste. 1401
New York, NY 10022
From: Yvonne Berger On Behalf Of Brad Wechsler
Sent: Thursday, March 19, 2015 6:37 PM
To: Melanie Spinella (
Cc: Jeffrey Epstein (jeevacationtWgmail.com)- Thomas Turrin
Richard Joslin
Subject:
MEMORANDUM
EFTA_R1_00037930
EFTA01745304
TO: Leon Black Cc: Jeffrey Epstein
Cc: Tom Turrin
Cc: Rich Joslin
FROM: Brad Wechsler
DATE: March 19, 2015
I just completed my tax meeting with Tom and Rich. There were three key issues:
(i) who does what (Lg., who prepares the returns de novo and who
reviews, all in the context of Tom signing the returns); (ii) the
mechanics of data preparation and sharing (in the context's of Rich's
belief that you get a higher degree of output accuracy if you
disaggregate different categories of income of expense that software
often combines); and (iii) establishing a time line that meets Rich's,
Tom's, Alan D's and Jeffrey's needs.
Results
I. Rich will prepare, Tom will review.
2. Rich will have materials to Tom by the end of next week in BNA projection
format. (Obviously, the big number is Apollo which Rich should have
Monday. He will then chase down his best estimates of other income
and expense for the rest of the week.
3. Tom will spend weekend of 3/28, 3/29 reviewing and then conferring with Rich
on 3/30 and 3/31.
4. Materials will be delivered to Alan D by 4/3, which should give adequate time
for review by Alan and Jeffrey.
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Remember this is all in the context of filing for an extension. This means we will use
our best estimates for 2014 and insert a buffer to make certain we arc
100% paid-in. We will also be paying 2015 Q1 estimates.
On a different note, Tom believes he has forwarded to Jeffrey 2014 final gift tax
returns and Rich and Tom will also have completed final returns for
the children by 4/15.
Jeffrey, please comment if anything appears problematic to you.
please note
The information contained in this communication is
confidential, may be attorney-client privileged, may
constitute inside information, and is intended only for
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Unauthorized use, disclosure or copying of this
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communication in error, please notify us immediately by
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EFTA_R1_00037932
EFTA01745306
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
EFTA_R1_00037933
EFTA01745307
ℹ️ Document Details
SHA-256
9216eeff87ab211c68b0410131ebca20d343aa3c5494e9fcef92814eac47c01e
Bates Number
EFTA01745303
Dataset
DataSet-10
Type
document
Pages
5
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