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To: Brad Wechsler < >, Melanie Spinella < x
email TEXT-001-HOUSE_OVERSIGHT_023208.txt Oct 26, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…d in that regard ,except to be able to account for things properly. I suggest that the kids must have skin in any deal. Alternatively , we can continue to focus on fun and let someone else do the things that you want done. HOUSE OVERSIGHT 023214 <EIN=M> and you and I can kibbitz...

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

…same time that payers and other ‘at-risk’ organizations are looking for any and all opportunities to move to lower cost alternatives, they are also continuing to invest in the adoption of innovative new therapeutics which can both improve outcomes and deliver quantifiable value,...

Without much fanfare but with typical political controversy, the House and Senate successfully recon
document TEXT-001-HOUSE_OVERSIGHT_029438.txt Jan 2, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…se if death occurs before 2026. Accordingly, the tax consequences of making a current gift may have to be compared with alternative estate tax scenarios. The temporary nature of the increase in transfer tax exemptions also raises the issue of whether it is advisable to lock-in th...

2016 Future of Financials Conference
document TEXT-001-HOUSE_OVERSIGHT_014315.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ng closer to strategic targets), and EWBC (sentiment post-election appears constructive on regulatory relief). Brokers, Alternatives, and Asset Managers The sentiment around the capital market sector was mostly favorable post the election outcome, given the potential for de-regul...

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

… 20-year retirement plan that can fail due to market fluctuations outside of your control. People are open to exploring alternatives (and more forgiving of others who do the same), as many of the other options—the once “safe” options —have failed. When everything and everyone is...

Top 10 US Ideas Quarterly
document TEXT-001-HOUSE_OVERSIGHT_014622.txt Jan 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Top 10 US Ideas Quarterly Q1 Top 10 Ideas Strategy Equity | 03 January 2017 Corrected Top 10 US Ideas – 1Q17 The backdrop for risk assets has changed dramatically over the past year. As Michael Hartnett pointed out, 2016 saw global interest rates fall to 5,000-year lows and the...

Cite as 349 F.Supp.2d 765 (S.D.N.Y. 2005)
document TEXT-001-HOUSE_OVERSIGHT_017830.txt Sep 11, 2001 House Oversight Committee — Epstein Estate Records (Nov 2025)

…t to admissible evidence that Prince Sultan or Prince Turki knew the charities they supported were fronts for al Qaeda. Alternatively, Plaintiffs argue that, since Osama bin Laden and al Qaeda made no effort to hide their hatred for the United States, Prince Sultan and Prince Tur...

[DECEMBER DRAFT--- 287 pages]
document TEXT-001-HOUSE_OVERSIGHT_020153.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… he did not give up his plan of using Greenwald in his enterprise. He sought an intermediary who used encryption. The alternative route to Greenwald that Snowden chose was Laura Poitras. He knew she had am association with him. They both were founding board members of the Fr...

They say that you can read a person’s feelings on his face. But if so, either
document TEXT-001-HOUSE_OVERSIGHT_027849.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… eruption of Palestinian violence if we were to fail. Now, I felt we had to go even further, and to prepare a proactive alternative to the negotiated deal we’d been unable to secure. I proposed considering a unilateral Israeli pullout from the West Bank and Gaza. The territorial...

How Come This Book?
document TEXT-001-HOUSE_OVERSIGHT_010912.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…d ten might go off by accident. Then why do I root for innovation when I’m scared stiff about its consequences? Because alternatives are scarier still. Humans will innovate anyhow, while Big Brother or the religious authorities aren’t looking, and I don’t like the prospects of in...

Buy hedges for May expiry
email TEXT-001-HOUSE_OVERSIGHT_014717.txt Mar 16, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Ens, Amanda Sent: 3/16/2017 6:27:30 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: Buy hedges for May expiry Attachments: image001.jpg; Woo - Cause and Effect - 13-Feb-2017.pdf; Woo - Year Ahead - 16-Nov-2016.pdf Importance: High David Woo (BAML head of FX...

e Roth conversions. It is generally better to convert traditional retirement funds to a Roth IRA in
document IMAGES-003-HOUSE_OVERSIGHT_014520.txt Oct 16, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

TAX ALERT 2016-5: THE 2016 ELECTION: TAX CHANGES EXPECTED e Roth conversions. It is generally better to convert traditional retirement funds to a Roth IRA in a lower tax rate environment rather than a higher rate environment. For taxpayers who converted a traditional IRA to a Ro...

Trump additionally proposed capping itemized deductions
document IMAGES-006-HOUSE_OVERSIGHT_022386.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Tax Trump additionally proposed capping itemized deductions at $100,000 for single filers and $200,000 for married filers and highlighted the benefits of his proposals for working Americans and the middle class. “By lowering rates, streamlining deductions, and simplifying the pr...

Blanche Lark Christerson
document TEXT-001-HOUSE_OVERSIGHT_019440.txt Sep 30, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 2014-01 01/29/14 And the beat goes on… Last fall’s 16-day government shutdown ended with legislation that President Obama signed in the wee hours of October 17 th . Under that legislation, a...

The surprising results of yesterday’s election have teed
document IMAGES-006-HOUSE_OVERSIGHT_022385.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… reform is his top priority. The Blueprint, the sixth and final plank of Ryan’s “Better Way” campaign to provide policy alternatives, proposed a 20%statutory corporate tax rate, a 25%businesstax rate for pass-through entities, a move toward a cash-flow consumption tax through imm...