From: jeffrey E. <jeevacation@gmail.com>
Sent: Wednesday, May 13, 2015 1:04 PM
To: Melanie Spinella
Subject: Fwd: jobs ahead
the list that we discussed.. i spent time with brad= again. re the candidates . fiiling due, thi= week, next month, .
Forwa=ded message
From: jeffrey E.</=> <jeevacati=n@gmail.com <mailto:jeevacation@gmail.com»
Date: Sun, Dec 28, 2014 at 5:18 AM
Subjec=: jobs ahead
To: Brad Wechsler Melanie Spinella
Ada Clapp
1. review accounting system. Book keeping softaw=re. staff, ( senior accountant ) methods on line banking,
bro=erage. cash mgmt. airplane reimbursement. boat sale. art purchases sales =C2 use and sales tax. tax filings FBAR
FATCA, gaming commsi=n, pfics, insurance . uk co law.
2. review docs for TRA BR= grats, trusts, heritage will, insurance, art lending. medical, spri=ging powers. two fire drill
books. one needed for =njury. other for death
3 review bills . boats, planes, =AO legal, ( PW, McFarlands all outside. legal and accoun=ing. Toms bills over 400k .
house projects. south ny ben
4 cashflow projections tax projecti=ns , interaction with Apollo accounting tax, Phaidon ,art space ,and=Regan. legal
accounting. audit
5. children meetings ,=C2 review to date and allocations
6 review all role=in payables. files scanned, no paper
7 review invesmtents fo= tax basis and unrecognized gain
8 schedule of all hedge fun=s . redeemables commitments etc.
9 charities =AO pledges strucutre, staff ,
<=iv>--
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The information contained in this communication is confidenti=l, may be attorney-client privileged, may constitute
inside information= and is intended only for the use of the addressee. It is the property =f JEE Unauthorized use,
disclosure or copying of this communicati=n or any part thereof is strictly prohibited and may be unlawful. If yo= have
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