[{"sender": null, "recipients": ["Melanie Spinella PT"], "timestamp": "Tue, Jun 30, 2015 at 12:23 PM", "subject": null, "body": "that was it. ada was at the bank but reviewing docs. carlyn was in the kitchen making mush ( abel and\ncain)\nbooks as they were mystersiously called was being kept soley by eileen, with little or no input ,correction\nor advice from tom. herarely if ever asked questions. expenses ie airplane was done in house apollo.\n(1031 exchange blown etc) at this time\nas I recall you got quite annoyed, and agressive and initiated the\" talking out of the both sides of your\nmouth \" tiddy, when i suggested that the level of their competence left much to be desired. ( ralph lerner's\ncame later ) .response - eileen ran the desk, tom is a partner, ralph wrote the book etc\n\nre tax there was almost no oversight of income, estate, gift ,sales and use, transfer excise etc . IRS\nSEC GAMING NYS. real estate, valuations ( many )tax _filings- disclosures, etc. re grats trusts defect\ntrusts, llcs corps , trustees , partnerships. foreign corps. 100 bank accounts. gift taxes, , loans, notes.\npayables. expenses. . , insurance.( life , art, split dollar), cashflows, operating biz, , investments,\ncontingent liabilitiites.( funds , miami ) , commitments dividends, BRH TRA, shareholder agreements,\nbank loan agreements. wills, construction, , contracts planning permits etc..employ rules. checking\naccount reconciliations, crediti cards. jewelry , cost basis ,( art stock etc.) foundations regs , brokerage\naccts, old stock certificates. stock options,( environmental solutions still not done !). estate tax\ncalcualtion firedrill, ( note ,basis etc ) low basis , step ups , however withno accounting system, no\nreveiw of boat expenses plane expenses etc. . many outside counsel with litle or no coordination.\nPaul Weisss , Mcdermit Will, Macfarlanes. Price Waterhouse , Reich, withers bergman, Empire, , akin\ngump, bbd seidman, Wendy , Apollo in house .\nlumber, knowledge universe, ennvironmental, solutions 12 mii in stock, . on and on\nthe priority list that you asked me to prepare for brad and you in dec , unfortunatlleyso far , little change\nie no accounting system that ties, no, brokerage accounts though strongly suggested , jpm db, gs, april\nof 2014 . IT antiquated\ndagastino hired , no inut from me, julie, temps, paralegals miriam . etc.\nstill need new accounting system - on line banking . staff hires. ( seprate from samantha two years out of\nschool ). audit system, . ?? john murphy? joslin? dag? eva? . i strongly suggest workers at the highest\nlevel of competence. two senior accountants. not managers workers who will get into the weeds. partn\nexpertise, , replace ava, get heather help. a new person legal , new IT,system and person, way way\noverdue, new receptionist, bill opener, ability to oeversee\nin house, boat plane review household ( 12million ) review, filings- partnerhip accounting,- familitarity\nwith grats, trusts etc . audit system put in place. that should be the easy part. then strategy to deal with :\nAs new facts on the ground develop , phaidon debra, children meeetings, ? stock sale sale of art, , apt(\nlarge gain ), 1031 trade in , plane depreciation, boat sale. construction , brad will oversee brokerage and\ninvestment, ?? pe. real es, . publishing, grats, tra, brh ( death). foundation , museum, tax proejctions cash\nflow projections, cooridnation with tax from apollo. etc\n\n1.I believe Ihave heard you , but i wanted to make certain that I have understood\n\nThough after much discussion ,- much! you were adamant that i receive my fee only at the very END of\nmy work, oct 15 _, this was a long discussion but you felt very strongly at the time . you now feel that as it\nwas a very large sum of money . some of my time this year should be spent on your recent concept of\n\"after care\". - and that after care should be for free . I have continued to pay others as well.\n\nI have asked and you have previously said you would lay out for me what you thought was encompassed\nby the concept. that was end of january Training brad?? who was your choice . not mine ,by a long\nshot. only brought on in january? ? hundreds of hours spent . eileen debrief? 2. boat. plane household"}]