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EFTA02398439

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From: Barry J. Cohen Sent: Saturday, August 19, 2017 3:12 PM To: jeffrey E. Subject: Re: Planning We think we have examined it extremely carefully. Ada, Paul Weiss, S&a=p;C. We are open to the possibility that we are missing something, but no =ne has been able to say what that might be. 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 On Sat, Aug 19, 2017 at 10:13 AM, Barry J. Cohen= wrote: > 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 you see specific things we should be doing differently let us know =hat they are. If you know of people who will have greater insight than the=ones we are using, we are eager to talk to them. > I too wish Leon would sell more art. We may have losses to parti=lly offset art gains. To the extent we do not, as you have pointed out, ge=ting a

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Independent research project. Not affiliated with the U.S. Department of Justice, FBI, any government agency, or Anthropic. All analytical text on this site is AI-generated (Claude, Anthropic) and iteratively fact-checked against source documents, but may contain errors. Verify all claims against linked EFTA sources before citing.
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