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the tax rate on carried interest could go
document There are three primary tax items that could potentially impact APO and the industry. First House Oversight Committee — Epstein Estate Records (Nov 2025)

the tax rate on carried interest could go

due to adverse political, economic or other developments. These risks are magnified for investments
document IMAGES-004-HOUSE_OVERSIGHT_016803.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…adverse political or financial factors. Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax, or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith...

This report, which is attached as an exhibit to the Investor Presentation, is presented by Electron
document IMAGES-007-HOUSE_OVERSIGHT_024228.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… construe this report or any other communication received in connection with Electron or any fund as legal, accounting, tax, investment or other advice, and each recipient should consult with its own counsel and advisors as to all legal, tax, regulatory, financial and related mat...

2018. The corporate alternative tax (AMT)
document effective for taxable years beginning on or after January 1 House Oversight Committee — Epstein Estate Records (Nov 2025)

2018. The corporate alternative tax (AMT)