From: Richard Joslin
To: jeffrey E. <jeeyacation®grnail.corn>, "Dlugash, Alan" <I
CC: Brad Wechsler >, John Castrucci <I
Subject: RE: QEF planning
Date: Tue, 13 Oct 2015 20:32:25 +0000
Attachments: QEF_DEFERRAL_PLANNING_V3.pdf
Latest update with Apollo input. The distributions from Harvest were not disclosed on the BRH K-1. Approx $1.7mm of
tax can be deferred.
From: Richard Joslin
Sent: Tuesday, October 13, 2015 11:20 AM
To: 'jeffrey E.' <jeevacation@gmail.com>; 'Dlugash, Alan' <
Cc: Brad Wechsler John Castrucci <
Subject: RE: QEF planning
Attached is updated schedule. No NYS tax deferral available (only Federal income tax can be deferred (excludes Medicare
tax))
From: Richard Joslin
Sent: Monday, October 12, 2015 4:05 PM
To: 'jeffrey E.' <jeevacation@gmail.com>; 'Dlugash, Alan' .it >
Cc: Brad Wechsler John Castrucci
Subject: QEF planning
I attach a schedule that approximates the tax deferral for Federal and the savings for NYS by making an election to defer
tax on undistributed QEF earnings. I am awaiting to hear back from Deloitte and Apollo to confirm the amount of
undistributed QEF earnings as of 12/31/2014 for the three PFIC's. I will keep you posted.
EFTA00714370