From: Brad Wechsler <1
To: mjeevacation@gmail.comm <jeevacation@gmail.com>
CC: '
Subject: Re: not good
Date: Wed, 11 Feb 2015 12:29:24 +0000
Thx jeffrey; we shld still try to talk this am, but a couple of observations:
1. I agree, FU is under tremendous stress....
2. I don't know if this because (a) he's being asked to do silly things by eileen (which he shld ignore or bring to me); (b)
he's being asked to do silly things(?) by me, ie, finish up the 2014 non-tax financials for leon personally (which I outlined
as a priority in leons office yesterday; (c) is misinterpreting certain of your requests, ie, the cashflow that he submitted
last night that seems to have started this whole thing was— in rich's mind-- was motivated by a request from you which he
may have misunderstood regarding 4/15 gift taxes (d) the fact he now seems to have two bosses in you and me and this
fact is causing him to short circuit or (e) this is the first year he's doing the front-line taxes himself and this is too
overwhelming for him....or, of course, a combination of all of the above.
I think the idea of getting larry delson in to support/help him--if that's what you're thinking— is an excellent idea. Using
last year's "template" of having tom do first draft taxes with rich and larry reviewing (before you and alan) might also
lessen rich's stress levels.... I don't know enuf to make a suggestion here.
I spent 30 minutes+ with rich yesterday talking abt his priorities( tax and finishing 2014 reporting); I spent well over an
hour the day before in building the first draft calendar of what he has to do between now and april 15 and where he
needs outside help and review....
We shld talk and figure out how to "solve" the rich issue, at least for this tax season. B
From: Jeffrey E. [mailtoleevacation@gmall.com]
Sent: Tuesday, February 10, 2015 07:15 PM
To: Brad Wechsler
Subject: not good
------ Original message ------
From: "jeffrey E." <jeevacation@gmail.com>
Date: 11/07/2014 11:01 AM (GMT-05:00
To: Melanie Spinella
lawrence delson
Subject:
FYI. I m not sure if Joslin can take any more . He is forced to deal with goofy requests and misinformation
on a daily basis. he is borderline to crack.
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