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HOUSE_OVERSIGHT_023355

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HOUSE OVERSIGHT 023355 miami ) , commitments dividends, BRH TRA, shareholder agreements, bank loan agreements. wills, construction„ contracts planning permits etc. .employ rules. checking account reconciliations, crediti cards. jewelry, cost basis ,( art stock etc.) foundations regs , brokerage accts, old stock certificates. stock options,( environmental solutions still not done !). estate tax calcualtion firedrill, ( note ,basis etc ) low basis , step ups , however with no accounting system, no reveiw of boat expenses plane expenses etc. . many outside counsel with litle or no coordination. Paul Weisss , Mcdermit Will, Macfarlanes. Price Waterhouse , Reich, withers bergman, Empire„ akin gump, bbd seidman, Wendy , Apollo in house. lumber, knowledge universe, ennvironmental, solutions 12 mu i in stock, . on and on the priority list that you asked me to prepare for brad and you in dec , unfortunatlleyso far, little change ie no accounting system that ties, no, brokerage accounts though strongly suggested, jpm db, gs, april of 2014 . IT antiquated dagastino hired, no inut from me, julie, temps, paralegals miriam. etc. still need new accounting system - on line banking. staff hires. ( seprate from samantha two years out of school ). audit system, . ?? john murphy? joslin? dag? eva?. i strongly suggest workers at the highest level of competence. two senior accountants. not managers workers who will get into the weeds. partn expertise„ replace ava, get heather help. a new person legal , new IT,system and person, way way overdue, new receptionist, bill opener, ability to oeversee in house, boat plane review household ( 12million ) review, filings- partnerhip accounting,- familitarity with grats, trusts etc . audit system put in place. that should be the easy part. then strategy to deal with: As new facts on the ground develop, phaidon debra, children meeetings, ? stock sale sale of art„ apt( large gain ), 1031 trade in , plane depreciation, boat sale.

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