ulysses 2.0
[{"sender": null, "recipients": ["Melanie Spinella"], "timestamp": "Thu, May 28, 2015 at 8:53 PM", "subject": "ulysses 2.0", "body": "I realize it is only due to a lack of understanind of the job ahead. and not out of any sense of\n\nunwillingess to pay\n\n- as opposed to merely hiring people to set up a family office, someone will have to do _ the following-\nseparate from the art partnership which is my responsiblity . there still needs to be a huge amount of\nwork done for 2015,16. not to mention that brad at the moment is going to have train the incoming\nteam?? your call\n\nstrategic decisions re estate and other planning , sale of phaidon etc. . in addition setting up for the\naccounting for each strategy te.:\n\nincome, estate, gift ,sales and use, transfer excise picasso, 1031 calder.. review and detailed oversite\nof IRS SEC GAMING NYS. real estate, entity valuations (many ) tax filings- disclosures, follow\nup of grats, trusts ,defective trusts, Ilcs corps , trustees , partnerships. foreign corps. 100 bank\naccount need to be rationalized, not only having brad step in to children investments . gift taxes, trust\n, loans, notes. payables. expenses allocations . . , insurance.( life , art, split dollar), cashflows,\noperating biz, , investments, contingent liabilitiites.( funds , miami ) , commitments funds and charities\n, dividend treatment -important review of transcations relating to BRH ( amendments) TRA sale (\nnuanced ) , shareholder agreements, bank loan agreements new bank relationships. ._ wills,\nconstruction accounting and oversite , contracts planning permits etc..employee rules, regs, .\nchecking account reconciliations, crediti cards. jewelry , cost basis ,( art stock etc.) foundations regs\n, brokerage accts,. stock options,( ie environmental solutions still not done !). estate tax calcualtion\nfiredrill, ( note ,basis etc ) review of boat expenses plane expenses, depreciation issues refunds etc. .\nrationalize all outside counsels and accounting firms\n\nPaul Weisss , Mcdermit Will, Macfarlanes. Price Waterhouse , Reich, withers bergman, Empire, ,\nakin gump, bbd seidman, , Apollo in house counsel.\n\nset up and oversee brokerage accounts at JPM DB GS and thoughfullly trade\n\n.new IT system from top to bottom full time IT person\n\nnew accounting system - on- line banking cooridnated with reports . fire drills as per caruci (he\nsounds good ) and. audit system,s . review of john murphy? joslin? dag? eva? .\n\nin house, review household ( 12million ) review, filings- partnerhip accounting,- familitarity with\ngrats, trusts etc . audit system put in place. that should be the easy part. then strategy re:\nAs new facts on the ground develop, phaidon debra, children meeetings, involvment , trustees\nadjusted, stock sale sale of art, , apt( large gain ), 1031 trade in , plane depreciation, boat sale.\nconstruction , brad will oversee brokerage and investment, ?? pe?. real estate?, . publishing,\n\ngrats, tra, brh ( death). foundation , museum, tax proejctions cash flow projections, cooridnation with\ntax from apollo. etc\n\nyou are sitting on over 100 m of cash???!!"}, {"sender": null, "recipients": ["Melanie Spinella"], "timestamp": "Fri, Jan 2, 2015 at 2:55 PM", "subject": "ulysses 2.0", "body": "Leon, I decided last week that there was little or no upside in disturbing your well earned holiday"}]