LDB - TAX YEAR 2014

LDB - TAX YEAR 2014 RELEVANT TRANSACTION LIST PRELIMINARY - LIST JEE: THIS IS A LIST THAT I WILL UPDATE AS I GO THROUGH K-1'S, BROKER REPORTING AND OTHER DOCUMENTS/ RECORDS. THE LIST BELOW IS NOT MEANT TO BE INCLUSIVE OF ALL TRANSACTIONS SALES NEW REPORTING OLD REPORTING CHARITY OTHER ART SALES - NOVEMBER 2014 - LOSS. KNOWLEDGE UNIVERSE - SPLIT UP OF PARTNERSHIP INTERESTS - REVIEW DISCLOSURE TIMBER SALE IS 2015 SALE SALE OF STOCK ACQUIRED BY OPTION EXERISE (SIRI, URI) EXERCISE OF NON-QUAL OPTION - REPORT 1099 AND DISCLOSE DISGORGEMENT AZ PROPERTY SALE IS 2015 SALE FX LOSS - CHECK DEDUCTIBILITY OF LOSS ON RETURN OF UK FLAT DEPOSIT BASIS OF STOCK SOLD FOR PERCEIVED LOSS - ALCAEL/ LUCENT/ CTI BIO PHARMA / MICROSEMI REVIEW INSURANCE COMPANY DISCLOSURE (IF ANY) ON POLICY TERMINATION REGAN ARTS OPERATIONS ARTSPACE OPERATIONS & ASSET PURCHASE INTEREST INCOME FROM PHAIDON PRESS AVIONETA - NEW FILING IN 2014 FOREIGN DISCLOSURE -AS HOLDINGS (ARTSPACE) SPLIT DOLLAR INCLUSION TRA (ORDINARY/ CAPITAL) BJAV - TREATMENT OF CHARTERS (280A) FOREIGN DISCLOSURES - PHAIDON DONATION OF ART - APPRAISAL FOM MOMA DONATION OF QUALIFIED APPRECIATED STOCK TO PRIVATE NON OPERATING FOUNDATION CLAWBACK REPORTING - AWAITING APOLLO K-1S TO REVIEW TREATMENT HERITAGE - GAIN REALLOCATION - REVIEW APOLLO CALCULATION QEF DISPOSITION - REVIEW APOLLO CALCULATION DEDUCT TAXES PAID AT CLOSING (REAL ESTATE ACQUISITION) EFTA01205231