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EFTA02337934

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From: Richard D'Agostino Sent: Wednesday, May 13, 2015 2:48 PM To: Jeffrey E. Cc: Brad Wechsler Subject: RE: BofA Personal Financial Statements All boat invoices received from captain in 2014 were paid prior to Dec 31 Plane invoices were accrued as Rich J noted below (payable to Jet Aviation) SH Meadow — invoice for RE taxes received late Dec, 50% paid prior to Dec 31 Gift & income tax were not accrued Elysium expenses, employee comp & operations, have historically not been consolidated into LDB F/S From: Jeffrey E. [mailto:[email protected]] Sent: Tuesday, May 12, 2015 8:49 PM To: Richard D'Agostino Cc: Brad Wechsler Subject: Re: BofA Personal Financial Statements boat and plane invoices? gift tax, ? sh said real estate tax. not operations. im not following the logic. . at all. On Tue, May 12, 2015 at 7:13 PM wrote: Your point of inconsistent presentation is well received as to why it could raise an issue at the bank. As we continue to get our arms around the many moving parts, we strive to present a more complete picture at each F/S date. As you have pointed out, it's not 100%. Question: From a bookkeeping standpoint, do we want to show payable/receivables or be cash basis instead? Leon's credit cards were shown on the Dec 31'14 BofA F/S as were the boat and plane loans. Outstanding invoices for operations — function of when invoices received and/or level of entity activity. We try to pay on a weekly cycle. SH Meadow happens to be an entity w/ high volume due to ongoing construction. Items not included were the unpaid 2013/2014 Paul Weiss ($1.3mm), which were discovered at year end & Raiche Ende Malter ($0.5mm) invoices as well as the Jan '15 tax payment. Historically, the PW invoices never came thru Finance dept. In hindsight, we could have went back & recorded manual adj. for these. From: Jeffrey E. [mailto:jeevacation@gmailcom<mailto:[email protected]>1 Sent: Tuesday, May 12, 2015 4:05 PM To: Brad Wechsler; Richard D'

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