EFTA02398455

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From: Barry J. Cohen < Sent: Saturday, August 19, 2017 3:05 PM To: Jeffrey E. Subject: Re: Planning I will call you. Sent from my iPhone On Aug 19, 2017, at 10:23 AM, Jeffrey E. <[email protected] <mailto:jeevacation@=mail.com> wrote: re planning tool' sorry, no =ne has fully examined the issues. saying clats in low in=erest environments make sense is an of course. it is.&nb=p; but ..,. anyway im aval to talk tues wrote: On Sat, Aug 19, 2017 at 10:13 AM, Barry J. Cohen= IMMa• > Apollo flight is one that qualifies for Apollo reimbursement and Apoll= pays for. > Pro forma depends on when Apollo gives us data. Hopefully very soon. > > Gift tax case wasn't "advice". Just a blurb Joe =ead in a publication. He might well have got it wrong. It was just somethi=g he thought he remembered and mentioned in passing. He was making t=e point that it might be a bad idea for a tax return to have info that is factually wrong even if the tax is right. Whether the case ex=sts or not, that advice hardly seems crazy. > Joe V is the best person we saw and is doing a great job. We have hire= top lawyers and accountants. Always glad to see better people but we are =ot finding them. And very hard to find jacks of all trades. We tend =o see narrow expertise. > S&C reviewed our estate planning and basically said everything we =re doing is fine. EY reviewed our income tax planning and has been helpful= but has not had great suggestions for changing anything. > If