HOUSE OVERSIGHT 023222 investment, ?? pe. real es, . publishing, grats, tra, brh ( death). foundation , museum, tax proejctions cash flow projections, cooridnation with tax from apollo. etc Date: Thu, May 28, 2015 at 8:53 PM Subject: ulysses 2.0 ____________________________ To: Melanie Spinella < I realize it is only due to a lack of understanind of the job ahead. and not out of any sense of unwillingess to pay - as opposed to merely hiring people to set up a family office, someone will have to do the following- separate from the art partnership which is my responsiblity. there still needs to be a huge amount of work done for 2015,16. not to mention that brad at the moment is going to have train the incoming team?? your call strategic decisions re estate and other planning , sale of phaidon etc. . in addition setting up for the accounting for each strategy ie.: income, estate, gift ,sales and use, transfer excise picasso, 1031 calder. . review and detailed oversite of IRS SEC GAMING NYS. real estate, entity valuations ( many ) tax filings- disclosures, follow up of grats, trusts ,defective trusts, llcs corps , trustees , partnerships. foreign corps. 100 bank account need to be rationalized, not only having brad step in to children investments. gift taxes, trust , loans, notes. payables. expenses allocations. . , insurance.( life, art, split dollar), cashflows, operating biz„ investments, contingent liabilitiites.( funds , miami ) , commitments funds and charities , dividend treatment -important review of transcations relating to BRH ( amendments) TRA sale ( nuanced ) , shareholder agreements, bank loan agreements new bank relationships.. wills, construction accounting and oversite , contracts planning permits etc.. employee rules, regs,. checking account reconciliations, crediti cards. jewelry, cost basis ,( art stock etc.) foundations regs , brokerage accts,. stock options,( ie environmental solutions still not done !). estate tax calcualtion