From: "Jeffrey E." <jeevacation@gmail.com>
To: Melanie Spinella
Subject:
Date: Tue, 09 Jun 2015 13:59:29 +0000
1. the question that you asked re stock sale. like everything else in your financial life cannot , should not be
though of in a vacuum. factors to consider
AFTER ax result. if so what cap losses and in which entity, .? , stock price .view.? street perception. which
entity if you do decide.shoudl sell trusts , black partnership. personal name , debra name, . . should you
contribute first to . phaidon, charity, trust, parthership/ gift trust . filing requirements for each.? , liquidity,
alternatives. effect on grats. its effect on TRA , dividend pay date etc.
2. Fbar needs work, do trustees need to file their own, ? children ?
3. still no JPM DB or gs accounts??!
time to speak, ?
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 jeevacation@gmail.com, and
destroy this communication and all copies thereof,
including all attachments. copyright -all rights reserved
EFTA00854937