EFTA02506325.pdf
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📄 Extracted Text (571 words)
From: jeffrey E. <[email protected]>
Sent: Sunday, April 5, 2015 4:33 PM
To: Brad Wechsler; Melanie Spinella
Subject: Fwd:
nothing received as of today. ???!!
Cc: "Jeffrey Ep=tein ([email protected] <mailtoleevacation@gmailcom> )&=uot; <[email protected]
<mailto:[email protected] Brad Wechsler =It
><=r>
I posted just now to=Raich Ende Malter client portal:
1. BNA projection =LDB 2014)
2. BNA projection =LDB 2015)
3. Workpapers prep=red by FO
4. Apollo tax dept=taxable income summary
Tom: Please give me = call once you have had a chance to review. Taxes FY 2014 are =lightly higher than year-end
projection given slight revision in Apollo tax updated amounts and actual K-1's that have been rece=ved from outside
funds. Taxes FY 2015 are projected to be much lower than =014.
=1span>
=C2
Richard Joslin
CFO
Elysium Management LLC
445 Park Ave
Ste. 1401
New York, NY 10022
(w)
(c) rip>
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(f)
=/span>
=/span>
=1span>
From: Yvonne Berger On Behalf Of Brad Wechsler
Sent: Thursday, March 19, 2015 6:37 PM
To: Melanie Spinella
Cc: Jeffrey Epstein ([email protected] <mailto:[email protected]> ); Thomas Turrin ( 1
); Richard Joslin=br> Subject:
MEMORANDUM
TO= Leon Bl=ck =C2 =AO =C2 Cc: =AO Jeffrey Epstein
=C2 =AO =C2 =AO =C2 =AO =C2 Cc: =AO Tom Turrin
=C2 =AO =C2 =AO =C2 =AO =C2 Cc: =AO Rich Joslin
FR=M: Brad Wechsler
DA=E: March 19, 2015
I =ust completed my tax meeting with Tom and Rich. There were three key issue=: (i) who does what (i.e., who prepares
the returns de novo and who reviews, all in the context of Tom signing th= returns); (ii) the mechanics of data
preparation and sharing (in the cont=xt's of Rich's belief that you get a higher degree of outp=t accuracy if you
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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=leffrey's needs.
1. =A0 Rich will prepare, Tom will review.
2. =AO Rich will have materials to Tom by the end of next wee= 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 in=ome and expense for
the rest of the week.
3. =AO Tom will spend weekend of 3/28, 3/29 reviewing and the= conferring with Rich on 3/30 and 3/31.
4. =AO Materials will be delivered to Alan D by 4/3, which sh=uld give adequate time for review by Alan and Jeffrey.
Re=ember 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 w= are 100% paid-in. We will also be paying 2015 Q1estimates.
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 th= children by 4/15.
Jeffrey, please comment if anything appears problema=ic to you.
please no=e
The information contained in this communication is confidenti=l, may be attorney-client privileged, may constitute
inside information= and is intended only for the use of the addressee. It is the property =1JEE Unauthorized use,
disclosure or copying of this communicati=n or any part thereof is strictly prohibited and may be unlawful. If yo= have
received this communication in error, please notify us immediatel= by return e-mail or by e-mail to
[email protected] <mailto:[email protected]=m> , and destroy this commun=cation and all copies thereof,
including all attachments. copyright -al= rights reserved
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ℹ️ Document Details
SHA-256
9cb5c9b50a6f8855362228fe79c4c197134a55b7167a228fabf393052b9dfd28
Bates Number
EFTA02506325
Dataset
DataSet-11
Type
document
Pages
3
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