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04/06/11 What it means to be a “statutory resident” of New York for income tax purposes — and 2011-0
document IMAGES-006-HOUSE_OVERSIGHT_022332.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

04/06/11 What it means to be a “statutory resident” of New York for income tax purposes — and 2011-03 how expensive that can be (Matter of Baker) 02/24/11 Updated “estate planning glossary” 2011-02 01/31/11 A discussion of “tax expenditures” and possible tax reform, based on re...

European Equity Strategy
document TEXT-001-HOUSE_OVERSIGHT_014460.txt Dec 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

European Equity Strategy 2017 year ahead – Refining the reflation rotation 01 December 2016 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Key takeaways • 2017 - Reflation, Reversal, Rotation, Relief or Revolt. EPS to tu...

09/15/00 Override on “marriage penalty” veto fails; Republican edge in House 2000-12
document IMAGES-006-HOUSE_OVERSIGHT_022342.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

09/15/00 Override on “marriage penalty” veto fails; Republican edge in House 2000-12 narrows;“surviving spouse” in same-sex relationship loses 50% co-ownership argument (Estate of Horstmeier); credit for tax on prior transfers doesn't fly (Estates of Harrison); Gov. Jesse Ventura...

Times Square Tower
document TEXT-001-HOUSE_OVERSIGHT_024003.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

NEW LEAF VENTURES III, L.P. – $375 MILLION LIMITED PARTNER INTERESTS – CONFIDENTIAL PRIVATE PLACEMENT MEMORANDUM APRIL, 2014 Control No. 257 NEW LEAF VENTURES III, L.P. – $375 MILLION LIMITED PARTNER INTERESTS – CONFIDENTIAL PRIVATE PLACEMENT MEMORANDUM APRIL, 2014 NEW LEAF VENT...

Trump & Patricia Kluge
email TEXT-001-HOUSE_OVERSIGHT_012684.txt Feb 16, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Sent: 2/17/2011 6:19:01 PM To: [email protected] Subject: Trump & Patricia Kluge Importance: High Trump in talks to buy socialite Kluge's Charlottesville vineyard and estate By Annie Gowen and Steve Yanda Washington Post Staff Writers Wednesday, February 16, 2011; 10:47...

Trump & Patricia Kluge
email IMAGES-002-HOUSE_OVERSIGHT_012684.txt Feb 16, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Sent: 2/17/2011 6:19:01 PM To: [email protected] Subject: Trump & Patricia Kluge Importance: — High Trump in talks to buy socialite Kluge’s Charlottesville vineyard and estate By Annie Gowen and Steve Yanda Washington Post Staff Writers Wednesday, February 16, 201...

The 4-Hour Workweek
document TEXT-001-HOUSE_OVERSIGHT_013796.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

PRAISE FOR The 4-Hour Workweek “It’s about time this book was written. It is a long-overdue manifesto for the mobile lifestyle, and Tim Ferriss is the ideal ambassador. This will be huge.” —JACK CANFIELD, cocreator of Chicken Soup for the Soul®, 100+ million copies sold “Stunnin...

Zillow (Buy, $42 PO)
document IMAGES-003-HOUSE_OVERSIGHT_014934.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Zillow (Buy, $42 PO) Stock view: controversy sounding the mortgage business While we still expect Zillow’s core business to have a solid quarter on product improvements, the self-serve platform, and its recent Seller Boost product, the controversy surrounding Zillow’s mortgage...

Boswall House, 2 Cornwall Terrace
document TEXT-001-HOUSE_OVERSIGHT_028281.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

THE HOUSE OF THE NOBLEMAN CURATED BY WOLFE VON LENKIEWICZ & VICTORIA GOLEMBIOVSKAYA PRESS CLIPPING (INTERNET) THE HOUSE OF THE NOBLE MAN CURATED BY WOLFE VON LENKIEWICZ AND VICTORIA GOLEMBIOVSKAYA Boswall House, 2 Cornwall Terrace 13th - 20th, October 2010 PRESS CLIPPING INTERNE...

01/26/10 The 2010 planning landscape: NO estate tax, GST or basis adjustment rules; what 2010-01
document IMAGES-006-HOUSE_OVERSIGHT_022333.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

01/26/10 The 2010 planning landscape: NO estate tax, GST or basis adjustment rules; what 2010-01 Congress may do; possible constitutional “due process” challenge; what can go wrong when documents are wrong about how property is titled (Beudert-Richard v. Richard) 2009 12/22/09...

I hope this letter finds you well — please see the below updates on the Park Mansion
document TEXT-001-HOUSE_OVERSIGHT_022417.txt Nov 23, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

PARK PARTNERS 320 EAST 82 ST I NEW YORK I NY November 23, 2015 Dear Partner, I hope this letter finds you well — please see the below updates on the Park Mansion: I am happy to report that we have completed the building's demolition stage. I have included a few photos for your re...

Post-Death Actions of Foundation Affecting Estate Tax Value
email IMAGES-010-HOUSE_OVERSIGHT_029344.txt Dec 27, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Halperin, Alan S Sent: 7/2/2014 10:51:32 AM To: jeffrey E. [[email protected]] Subject: Post-Death Actions of Foundation Affecting Estate Tax Value Attachments: image001.png; image002.png; image003.png; image004.png; image005.png | thought of you when | read this art...

likely. Mr. Gray also thinks that concerns over the commercial real estate market
document IMAGES-002-HOUSE_OVERSIGHT_014356.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

likely. Mr. Gray also thinks that concerns over the commercial real estate market may be overdone. e | When asked “What would get you more interested in investing in BX stock?” the most common response was a market pullback (30%), followed by comfort on the direction of the real...