Documents tagged "Estate"
Found 9 documents with this tag
EFTA00005386-p-032.jpg
The image appears to be a collage of various photographs, possibly depicting real estate properties or vacation spots. Each photo is labeled with numbers from "1" to "6," suggesting that these images may be part of a portfolio or brochure for different locations or types of buildings. The visible text is primarily numerical and does not provide descriptive context for the content within the pictures. There are no people visible in this particular image; it focuses solely on architectural elements such as buildings with arches, pool areas, and garden settings.
HOUSE_OVERSIGHT_033235.txt
The email discusses a news article about Donald Trump looking to sell a Caribbean beach estate. The sender is Richard Kahn from HBRK Associates Inc. and he's reaching out to Jeffrey with the subject line "Trump Looking to Unload Caribbean Beach Estate".
HOUSE_OVERSIGHT_030808.txt
The document discusses the US Balanced portfolio and its allocation across various asset classes such as equities, high yield, leveraged loans, structured credit, emerging market FX, core bonds, inflation, cash, private equity, real estate, and hedge funds. It highlights key factors affecting these allocations like healthy private sector profits, problems left over from the recession, interventions by world's legislatures, treasuries, central banks, and multilateral agencies. The document also compares the situation with ancient Greek gods, stating that we are getting closer to their twilight, a time when they may run out of ammunition or cause more problems. It mentions holding 10-15% less equities than usual at this point in the business cycle and positions for single-digit returns on equities.
HOUSE_OVERSIGHT_029433.txt
Richard Kahn from HBRK Associates Inc. forwards an email about estate planning after the enactment of the Tax Cuts and Jobs Act to Jeffrey E. The email discusses the new legislation's impact on high net worth individuals interested in advancing their estate planning goals, highlighting the temporary doubling of the federal estate tax exemption and other changes related to income taxes. The provisions of the Act became effective on January 1st and will sunset after December 31, 2025, unless further action is taken by Congress.
HOUSE_OVERSIGHT_029344.txt
The article discusses a case where the heirs of a Texas billionaire used a specific strategy to reduce their estate tax bill by utilizing an alternative valuation date to value the inherited stock. The author finds this approach interesting and wonders if it was suggested by Alan S. Halperin, who is mentioned in the email.
HOUSE_OVERSIGHT_029302.txt
Michael J. Boccio worked at The Trump Organization as Managing Director of Business Development and Special Counsel from July 2008 to July 2011. He managed the global product licensing division, trademark portfolio, and legal team for Donald J. Trump, Ivanka Trump, and Melania brands. Additionally, he managed a home site development called The Estates at Trump National in California, was elected as a member of the HOA board, developed and executed the HOA budget, liaised with the California Department of Real Estate, gained approval for the 2010 subdivision report, hired and managed brokerage teams, developed a revised housing strategy for future development, and managed multiple negotiations and closings of homes. He also worked on developing a lease form for Trump International Chicago and negotiating leases, amendments, and term sheets for the retail space.
HOUSE_OVERSIGHT_028487.txt
This document is a forwarded email with attachments featuring an individual named Edward "Ed" Mezvinsky, who was a former Democrat congressman representing Iowa's 1st congressional district in the United States House of Representatives from 1973 to 1977. The emails highlight his connections with the Clintons and other politicians, as well as his legal issues including bank fraud convictions.
HOUSE_OVERSIGHT_026612.txt
The document is a chain email discussing Edward "Ed" Mezvinsky, a former Democrat congressman and political acquaintance of the Clintons. The email claims that Mezvinsky has been involved in criminal activities such as embezzlement and insider trading, resulting in his imprisonment. The purpose of the email appears to be to raise concerns about Mezvinsky's past and draw attention to his connection to prominent political figures like the Clintons.
HOUSE_OVERSIGHT_018804.txt
This document is an appraisal report for IGY American Yacht Harbor Marina in St. Thomas, Virgin Islands prepared by Integra Realty Resources – Caribbean on behalf of Banco Popular de Puerto Rico. The appraisal evaluates the market value of the leased fee interest (going concern) in the property and is intended to conform with various professional standards including the Uniform Standards of Professional Appraisal Practice (USPAP), the Code of Professional Ethics and Standards of Professional Appraisal Practice of the Appraisal Institute, the Principles of Appraisal Practice and Code of Ethics of the American Society of Appraisers, the RICS Valuation Professional Standards, the International Valuation Standards, applicable jurisdictional appraisal regulations, and the appraisal guidelines of Banco Popular.