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RE: AVGO
email IMAGES-011-HOUSE_OVERSIGHT_031818.txt Jul 13, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Paul Barrett [i Sent: 7/13/2018 6:57:15 PM To: jeffrey E. [[email protected]] cc: Richard Kahn Subject: RE: AVGO Attachments: image003.jpg; image004.jpg Importance: — High We own 8000 shares on the thesis that their growing exposure to data center capex spend woul...

A sale to an IDGT results in greater value for heirs than if the asset were held
document IMAGES-006-HOUSE_OVERSIGHT_022357.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

A sale to an IDGT results in greater value for heirs than if the asset were held outright Cash flow example: Scenario 1 Scenario 2: Sell asset to IDGT Hold asset Grantor Cost of taxes Asset held/sold to trust* $64,285,714 $64,285,714 Coverage 5,000,000 5,000,000 Gift tax on co...

INDIVIDUAL TAXES (continued)
document IMAGES-010-HOUSE_OVERSIGHT_029439.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

TAX BULLETIN 2018-1: TAX REFORM SIGNED INTO LAW INDIVIDUAL TAXES (continued) 2017 Law 2018 Law Itemized Deductions Under the “Pease” limitation, up to 80% of most itemized deductions are lost when adjusted gross income exceeds $313,800 ($261,500 for single taxpayers) Repeal...

Eye on the Market, June 14, 2011
email IMAGES-011-HOUSE_OVERSIGHT_031165.txt Jun 14, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: US GIO [[email protected]] Sent: 6/14/2011 11:54:12 AM To: Undisclosed recipients:; Subject: Eye on the Market, June 14, 2011 Attachments: image001.png; 06-14-11 - EOTM - The Stratford Inn.pdf Eye on the Market, June 14, 2011 (attached PDF is easier to read) Market up...