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From: "Jeffrey E." <jeevacation@gmail.com>Case File
efta-efta00854937DOJ Data Set 9OtherFrom: "Jeffrey E." <jeevacation@gmail.com>
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DOJ Data Set 9
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From: "Jeffrey E." <jeevacation@gmail.com>
To: Melanie Spinella
Subject:
Date: Tue, 09 Jun 2015 13:59:29 +0000
1. the question that you asked re stock sale. like everything else in your financial life cannot , should not be
though of in a vacuum. factors to consider
AFTER ax result. if so what cap losses and in which entity, .? , stock price .view.? street perception. which
entity if you do decide.shoudl sell trusts , black partnership. personal name , debra name, . . should you
contribute first to . phaidon, charity, trust, parthership/ gift trust . filing requirements for each.? , liquidity,
alternatives. effect on grats. its effect on TRA , dividend pay date etc.
2. Fbar needs work, do trustees need to file their own, ? children ?
3. still no JPM DB or gs accounts??!
time to speak, ?
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