From: Brad Wechsler <
To: Jeffrey Epstein <jeevacation@gmail.com>, Melanie Spinella
Subject: Re:
Date: Fri, 20 Mar 2015 15:52:31 +0000
We'll follow your lead. Speak next week. B
Sent from my Verizon Wireless BlackBeny
From: jeffrey E. <jeevacation@gmail.com>
Date: Fri, 20 Mar 2015 09:30:35 -0600
To: Brad Wechsler<I >; Melanie SpineIla<
Subject: Re:
at a minimum we should go on extention as well for gift taxes . talk next week,
On Thu, Mar 19, 2015 at 4:37 PM, Brad Wechsler S. wrote:
MEMORANDUM
TO: Leon Black Cc: Jeffrey Epstein
Cc: Tom Turrin
Cc: Rich Joslin
FROM: Brad Wechsler
DATE: March 19, 2015
I just completed my tax meeting with Tom and Rich. There were three key issues: (i) who does what (it, who
prepares the returns de novo and who reviews, all in the context of Tom signing the returns); (ii) the mechanics
of data preparation and sharing (in the context's of Rich's belief that you get a higher degree of output
accuracy if you disaggregate different categories of income of expense that software often combines); and (iii)
establishing a time line that meets Rich's, Tom's, Alan U and Jeffrey's needs.
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Results
I. Rich will prepare, Tom will review.
2. Rich will have materials to Tom by the end of next week 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
income and expense for the rest of the week.
3. Tom will spend weekend of 3/28, 3/29 reviewing and then conferring with Rich on 3/30 and 3/31.
4. Materials will be delivered to Alan D by 4/3, which should give adequate time for review by Alan and
Jeffrey.
Remember 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 we are 100% paid-in. We will also be paying 2015 Q1 estimates.
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 the children by 4/15.
Jeffrey, please comment if anything appears problematic to you.
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