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Tax Policy: TRIP has a ~25% tax rate. Trump’s tax plan calls for a reduction in the
document IMAGES-003-HOUSE_OVERSIGHT_014636.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Tax Policy: TRIP has a ~25% tax rate. Trump’s tax plan calls for a reduction in the business tax rate from 35% to 15%, with elimination of most corporate tax deductions/credits (except for the R&D credit). While it’s unclear what elements of the tax plan will eventually be execut...

In general, a QSub is not treated as a separate corporation for federal tax purposes. ¥ All of the
document IMAGES-009-HOUSE_OVERSIGHT_026586.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

In general, a QSub is not treated as a separate corporation for federal tax purposes. ¥ All of the QSub's assets, liabilities, and items of income, deduction, and credit are treated as assets, liabilities, and items of income, deduction, and credit of the Subchapter S corporation...

2. From a panel discussion last week
document IMAGES-003-HOUSE_OVERSIGHT_014719.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

2. From a panel discussion last week: ° Woo actually disagrees with some people’s view that there is euphoria in the market. With real yields at -30bp, the fixed income market is pricing in pessimism on Trump (and as I’ve mentioned, our colleagues in fixed income/FX and their cl...

Certain ERISA Under the Employee Retirement Income Security Act of 1974, as
document IMAGES-007-HOUSE_OVERSIGHT_024067.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e otherwise required to) hold their proportionate shares of such portfolio investment directly or indirectly through an alternative investment vehicle treated as a corporation for U.S. federal income tax purposes. Non-U.S. Investors: Prospective investors are advised to consult...

Accountable Care Organization (ACO)
document IMAGES-006-HOUSE_OVERSIGHT_021076.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…l exemptions and the standard or itemized deductions are subtracted from AGI to determine taxable income www.kpcb.com Alternative Minimum Tax (AMT) - A tax intended to limit the extent to which higher- income people can reduce their tax liability (the amount they owe) through t...

Treasury regulations provide that the anti-inversion legislation is applicable to a foreign partners
document IMAGES-008-HOUSE_OVERSIGHT_024575.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Treasury regulations provide that the anti-inversion legislation is applicable to a foreign partnership that is or becomes a “publicly traded partnership” within two years of the acquisition by it of a U.S. corporation. A “publicly traded partnership” is any partnership (i) inter...

(BN) Leon Black’s Tax- Overhaul Dilemma Could Alter Wall Street M
email IMAGES-007-HOUSE_OVERSIGHT_023564.txt Dec 27, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Date: Wednesday, December 27 2017 05:02 PM Subject: (BN) Leon Black’s Tax- Overhaul Dilemma Could Alter Wall Street M From: — Glenn Dubin (DUBIN & COMPANY LP) a > To: undisclosed-recipients:; BCC: [email protected]; (BN) Leon Black’s Tax-Overhaul Dilemma Could Alter Wall S...

Practitioners should be cognizant of the treatment of DREs by other countries. 8° Not only can the
document IMAGES-009-HOUSE_OVERSIGHT_026592.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Practitioners should be cognizant of the treatment of DREs by other countries. 8° Not only can the different treatment by a foreign country present traps for the unwary, but they can also produce significant planning opportunities for U.S. individuals and businesses. Obama Propo...

year from the median calculation. For companies with normalized tax rates of more than
document IMAGES-007-HOUSE_OVERSIGHT_023093.txt Jan 29, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

year from the median calculation. For companies with normalized tax rates of more than 75%, we assume 35%. The impact of a lower corporate tax rate on company earnings is directly proportional to the difference between the current domestic tax rate and the proposed tax rate. The...

Donald Trump Used Legally Dubious Method to Avoid Paying Taxes
document TEXT-002-HOUSE_OVERSIGHT_033181.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Donald Trump Used Legally Dubious Method to Avoid Paying Taxes Photo Donald J. Trump in Atlantic City in 1990, seeking approval for his Trump Taj Mahal casino. Credit Associated Press Donald J. Trump proudly acknowledges he did not pay a dime in federal income taxes for years on...

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

…nder certain circumstances, exempt profits from investments in startup companies from ALL federal income tax, including alternative minimum tax. Yes, that’s right, if you start a new company now and sell it more than five years from now and make a $10 million profit on the sale,...

From: Jeffrey Epstein [[email protected]]
email TEXT-001-HOUSE_OVERSIGHT_031089.txt Oct 26, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

…nder certain circumstances, exempt profits from investments in startup companies from ALL federal income tax, including alternative minimum tax. Yes, that's right, if you start a new company now and sell it more than five years from now and make a $10 million profit on the sale,...

Court declines to adopt this standard
document IMAGES-004-HOUSE_OVERSIGHT_017875.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

810 Court declines to adopt this standard. There was no question that, at a minimum, the defendants in these products liability actions had substantial contacts with the forum, in these cases being New York, and were involved in the sale or production of the products at issue. I...