From: Richard Joslin
To: Jeffrey E. <jeeyacation@gmail.com>, "Dlugash, Alan" •
CC: Brad Wechsler < , John Castrucc
Subject: RE: QEF planning
Date: Tue, 13 Oct 2015 15:20:17 +0000
Attachments: QEF_DEFERRAL_PLANNING_V2.pdf
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.' <Je • • •' gash, Alan'
Cc: Brad Wechsle 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.
EFTA00714431