📄 Extracted Text (405 words)
From: Brad Wechsler <
To: ""eevacation mail.conY" < eevacabon mailcom>
Cc:
Sent: Tuesday, March 3, 2015 7:02:17 PM
Subject: Re: Tax timelines-update
2 below: RJ re-states that (a) gift tax will include grat calcs (all but one finalized) and (b) info provided by
melanie to torn which he believes is complete. He doesn't feel there is more he can do...we shld talk as
necessary but as you know he's somewhat out of the loop.
3. Below: I will forward the note RJ is drafting for us on friends partners. Issue seemed to be whether tax
is paid by partnership (E&Y) position agreed to by lauder office or by leon and ronald.
4. Below: these are investments held by corporations who must file by 3/15. A complete list will follow.
Plan is for extensions unless we have sufficient info to file finals.
Call if we need to discuss. B
--- Original Message —
From: Brad Wechsler
Sent: Tuesday, March 03, 2015 01:11 PM
To: leevacation
i l as nW.cm <*evacaliol
i ail.corn>
Cc: '
Subject: Tax timelines
1. Does it work for you if RJ gets you draft income tax returns (Fed and State) w/extension calcs by 3/20.
He is not receiving important, and obviously significant, info from apollo until 3/15.
2. I'm told you have draft gift tax returns already.
3. Regarding use tax calculation (and payment due on 4/15) RJ says he is waiting on melanie and
heather who are working together to pull together some missing info.
Btw, if u don't already know, there is a likely a use tax payment associated with "friends partners" which
is being overseen by the lauder office.
4. I assume you know of the intention of get extensions on certain 3/15 filings (eg, AIF, Pent).
Best, b
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EFTA_R1_00040682
EFTA01746749
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