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User Name: DAVID SCHOEN
document TEXT-001-HOUSE_OVERSIGHT_017714.txt Feb 28, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

User Name: DAVID SCHOEN Date and Time: Thursday, February 28, 2019 10:28:00 AM EST Job Number: 83852970 Document (1) 1. ARTICLE: Recognizing Victims in the Federal Rules of Criminal Procedure: Proposed Amendments in Light of the Crime Victims' Rights Act, 2005 B.Y.U.L. Rev. 835...

Overweight US Energy Infrastructure Master
document IMAGES-003-HOUSE_OVERSIGHT_014558.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ld to investors of just over 7%. In the absence of any valuation changes, the yield translates into a high single-digit tax-advantaged return. Any growth in cash flow distribution or improvements in valuation relative to the S&P 500 would provide some upside. Overweight Spanish...

Brockman, Inc. Hotlist
document TEXT-001-HOUSE_OVERSIGHT_025147.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Brockman, Inc. Hotlist Frankfurt Book Fair 2016 LitAg / Hall 6.3 - Tables 13A, 13B, 14A and 14B John Brockman Katinka Matson Russell Weinberger Max Brockman BALANCE OF POWER The Race Between State and Society By Daron Acemoglu and James Robinson [US — Penguin Press, UK — Viking,...

Eye on the Market | april 9, 2012 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025246.txt Apr 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…can be highly illiquid, are not required to provide periodic pricing or valuations to investors and may involve complex tax structures and delays in distributing important tax information. Typically such investment ideas can only be offered to suitable investors through a confide...

The PATH Act includes certain revenue raising provisions to offset, in part, the tax revenue loss
document IMAGES-009-HOUSE_OVERSIGHT_026832.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The PATH Act includes certain revenue raising provisions to offset, in part, the tax revenue loss anticipated to result of the above-described tax reform provisions of the Act. Such revenue raisers include (among other technical changes) the following provisions: A. Increase in...

Economic Research: How Increasing Income Inequality Is Dampening U.S. Economic Growth, And Possible
document IMAGES-008-HOUSE_OVERSIGHT_025784.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…search: How Increasing Income Inequality Is Dampening U.S. Economic Growth, And Possible Ways To Change The Tide After-tax income After-tax income is equal to market income plus transfer income minus federal taxes paid. In assessing the impact of various taxes, individual incom...

Economic flows of IDGT
document IMAGES-006-HOUSE_OVERSIGHT_022356.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… of IDGT* Example - Initial Funding Total assets transferred to trust Valuation discount Valuation of assets for gift tax purposes Seed capital/coverage Trust term Lifetime gift tax exemption applied Gift tax paid Applicable interest rate (AFR) Annual interest payment on...

To: Melanie Spinella
email IMAGES-007-HOUSE_OVERSIGHT_023225.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…divorce. set up gift trust. stopped ada from including multiple times things not in your interest. dealt with bad sales tax use tax income tax . created 8 millino in deductions ,500k in mistakes , found bank of scotland fbar problems, . . reorg bad art purchases , funds taken, ,...

Subject to tax at individual rates up to 39.6% An individual taxpayer generally may deduct
document IMAGES-010-HOUSE_OVERSIGHT_029442.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

TAX BULLETIN 2018-1: TAX REFORM SIGNED INTO LAW PASS-THROUGH ENTITY TAXES 2017 Law 2018 Law Subject to tax at individual rates up to 39.6% An individual taxpayer generally may deduct 20% of domestic qualified business income from a partnership, S corporation, or sole proprieto...

From: Jeffrey Epstein [[email protected]]
email IMAGES-004-HOUSE_OVERSIGHT_018084.txt Oct 26, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Jeffrey Epstein [[email protected]] Sent: 10/28/2010 4:16:11 PM To: «Faith Kates | Special tax benefits could help founders and investors by Craig Sherman and Andrew Bryant on Tuesday, October 26, 2010, 9:10am PDT Craig Sherman and Andrew Bryant: A little noticed prov...

Cannabis Investment Report | December 2017
document IMAGES-008-HOUSE_OVERSIGHT_024802.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

CKRELLE I’ L Cc aX P T I ¢ > Cannabis Investment Report | December 2017 * Federal income tax law precludes a business that “consists of trafficking in” cannabis or cannabis products from deducting certain operating expenses in determining its federal income tax. As a result,...