EFTA02398601

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From: Barry J. Cohen Sent: Saturday, August 19, 2017 2:14 PM To: Jeff Epstein Subject: Fwd: Planning > Apollo flight is one that qualifies for Apollo reimbursement and Apollo p=ys for. > Pro forma depends on when Apollo gives us data. Hopefully very soon. > Gift tax case wasn't "advice". Just a blurb Joe read in a publication. =e might well have got it wrong. It was just something he thought he rememb=red and mentioned in passing. He was making the point that it might be a =ad idea for a tax return to have info that is factually wrong even if the =ax is right. Whether the case exists or not, that advice hardly seems craz=. > Joe V is the best person we saw and is doing a great job. We have hired t=p lawyers and accountants. Always glad to see better people but we are not=finding them. And very hard to find jacks of all trades. We tend to see n=rrow expertise. > S&C reviewed our estate planning and basically said everything we are doi=g is fine. EY reviewed our income tax planning and has been helpful, but h=s not had great suggestions for changing anything. > If you see specific things we should be doing differently let us know wha= they are. If you know of people who will have greater insight than the on=s we are using, we are eager to talk to them. > I too wish Leon would sell more art. We may have losses to partially off=et art gains. To the extent we do not, as you have pointed out, getting a =tep up on death may be preferable for the pieces