EFTA02500080

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From: jeffrey E. <[email protected]> Sent: Thursday, May 28, 2015 8:33 PM To: Jeffrey Epstein Subject: Fwd: I realize it is only due to a=lack of understanind of the job ahead. - as opposed to merely hiring peopl= to set up a family office, the following still needs to be done =AO for 2015. not to mention who is going to train the incoming team?= estate and other planning not at all just the set up for the ac=ounting re : income, estate, gift ,sales and use, transfer excise ref=C2 picasso, 1031 calder.. review and oversite of IRS SEC GAMING NYS. real estate, entity valuations ( many )tax =A0filings- disclosures, follow up of grats trusts defect trusts, Ilcs cor=s , trustees , partnerships. foreign corps. 100 bank account=need to be rationalized, not only having brad step in to eileens rol=.. gift taxes, trust , loans, notes. payables. expenses.. , insurance.( =A0life , art, split dollar), cashflows, operating biz„ investments, contingent liabilitiites.( funds , miami ) , commitments dividends important =eview of transcations relating to BRH TRAq=pan>, shareholder agreements, bank loan agreements. wills, construc=ion, contracts planning permits etc..employ rules. checking a=count reconciliations, crediti cards. jewelry , cost basis,( a=t stock etc.) foundations regs , brokerage accts, old stock certificate=. stock options,( ie environmental solutions still not done !). estate tax calcualtion firedrill, ( note ,basis etc ) reveiw of boat expen=es pl