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18.2. United States Federal Income Taxation
document IMAGES-008-HOUSE_OVERSIGHT_024574.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… and who hold their Common LP Units as capital assets within the meaning of Section 1221 of the Code. The following discussion is only a discussion of the material U.S. federal income tax matters as described herein and does not purport to address ail of the U.S. federal income t...

Epstein summons in the next person cooling his heels in the ante
document IMAGES-007-HOUSE_OVERSIGHT_022752.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…an named Brock Pierce, a former child actor, and dotcom high flyer—a principle in a gaming company called DEN, a notorious dotcom burnout, with its own sex scandal—who is now a leading investor in Bitcoin. He describe himself as the “the most active investor in the field.” And,...

Re: following up: WA poetry release
email IMAGES-010-HOUSE_OVERSIGHT_028958.txt Dec 8, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ading operations for Lisa's new non-profit, Verse Video Education. She's asked me to be in touch with you about helping us get a release from Woody Allen. First, I wanted to send along the rough stringout of footage from the conversation with Woody a couple of years ago on "This...

taxes, and charitable contributions (the exemption phase-out and deduction limitation are colloquial
document IMAGES-006-HOUSE_OVERSIGHT_022327.txt Apr 15, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

… they pay their 2013 income tax liability. On the transfer tax front, ATRA also made permanent the $5 million basic exclusion against the gift and estate tax, along with “portability,” which effectively allows a surviving spouse to “inherit” the deceased spouse’s unused exclusion...

Mark Penn*1g% Corp VP of Strategic Projects (reports to the CEO)
document IMAGES-004-HOUSE_OVERSIGHT_017579.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Economic Council (1993-1995). chm, Local Initiatives Support Corporation (LISC). Fmr Co-Chairman, Goldman Sachs. *Sal Russo*1g% Founder, Tea Party Express. Partner, Russo Marsh. *Tod Sacerdoti*1g% CEO, BrightRoll. Board: ReTargeter. *Amy Salzhauer *12% CEO, Ignition. *Cami Sa...

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...

FW: Please forward
email IMAGES-010-HOUSE_OVERSIGHT_030454.txt Mar 7, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…y, about both him and Prince Andrew, the Duke of York; we'd be keen to hear from Mr Epstein first hand so that the various and at times, speculative reporting which is at large in the UK press can be better scrutinised? Let me tell you a bit about the Today programme. Today is...

1) Upturn in inventory cycle: Defensives—Cyclicals
document IMAGES-002-HOUSE_OVERSIGHT_014400.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…cals to outperform defensives, premised on our end-2017 $/¥ estimate of ¥120, and this is supported by our above-consensus economic growth outlook. Our Japan economist sees a shift to fiscal easing, firms countering the tight labor market by increasing capex, and estimates indust...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_016413.txt Jan 15, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…003.jpg; image004.jpg Importance: High Hope all well, are you doing anything around these or clients? In a former warehouse on a dimly lit street in the South Bronx, developers sipping Puerto Rican moonshine listened as a local official urged them to capture a new U.S. tax break...

crazy
email IMAGES-011-HOUSE_OVERSIGHT_030587.txt Mar 7, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…y, about both him and Prince Andrew, the Duke of York; we'd be keen to hear from Mr Epstein first hand so that the various and at times, speculative reporting which is at large in the UK press can be better scrutinised? Let me tell you a bit about the Today programme. Today is...

Chris Michel**— GP, Nautilus Ventures. Award-winning photographer. *Fmr*CEO, Affinity Labs
document IMAGES-004-HOUSE_OVERSIGHT_017587.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

*Chris Michel**— GP, Nautilus Ventures. Award-winning photographer. *Fmr*CEO, Affinity Labs. *Fmr*CEO, Military.com. Boards: International Data Group, Dale Carnegie, *Kixeye*, *Castlight* Health, USO, *Marine*Corps University Foundation. * *Katie Mitic **— Fmr Head of Platform M...

under the Blueprint (over eight years). The Tax Foundation similarly estimates that a
document IMAGES-007-HOUSE_OVERSIGHT_023075.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nse spending. S&P 500 companies could bring back over $1tn - mostly in Tech & Health Care Our FX team has written that US corporates in aggregate (including Financials) hold ~$2tn in cash overseas, and their work suggests that nearly half is concentrated within 20 companies. Sim...

i USA Inc. | Introduction 13
document IMAGES-006-HOUSE_OVERSIGHT_020848.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Summary KP i USA Inc. | Introduction 13 Highlights from F2010 USA Inc. Financials e Summary — USA Inc. has challenges. e Cash Flow — While recession depressed F2008-F2010 results, cash flow has been negative for 9 consecutive years ($4.8 trillion, cumulative), with no end to...