Thanks Lyle.¶
Lindsay, you should have what you need to run the estimate.¶
Sent from iCloud¶
On Jun 13, 2018, at 01:29 PM,¶
Scott,¶
I’m not sure you have access to this report on your side, but I am at my desk and was able to quickly run this for you now. We can run this as needed.¶
Note UBS disclaims this report is not intended to replace or mirror the final 1099s, however, we do share this to help ascertain estimate information.¶
Best,¶
Lyle¶
| Lyle Casriel |
| Senior Vice President - Investments |
| Private Wealth Advisor | Portfolio Manager |
| UBS Private Wealth Management |
| From: | Scott Borgerson [mailto: scottborgerson.com] |
|---|---|
| Sent: | Wednesday, June 13, 2018 1:26 PM |
| To: | Casriel, Lyle; Lindsay J. Annello |
| Cc: | Ghislaine Maxwell; Laura K. Barooshian |
| Subject: | Re: SB/GM - 2nd Quarter Estimated Taxes |
Hi Lyle,¶
Please see below from Angara’s accountant. I couldn’t see where to run a YTD capital gain/loss for Angara when logging into ubs.com.¶
CONFIDENTIAL¶
UBSTERRAMAR00003733¶
EFTA00091671¶
Is this an easy thing for you to run? Or, is there a way for me to do through the website each quarter so I don’t need to bother you?¶
Lindsay,¶
Angara is now mostly in cash/reasuries, and so the $300k gain from last year will not be the same this year (that closed out some old positions), so my guess is the number will be lower.¶
We’ll wait to hear from Lyle at UBS.¶
| Thanks, |
| sgb |
Sent from iCloud¶
On Jun 13, 2018, at 11:47 AM, “Lindsay J. Annello” LAnnello@dgccpa.com wrote:¶
Hi Scott,¶
We are working through the 2$^{nd}$ Quarter estimated taxes calculation which is coming due on Friday, June $15^{\text{th}}$. Are you able to run a report for the Angara Trust’s UBS accounts through 5/31/18 to determine what the year-to-date income and gains/losses have been so far? I’ve already reached out to Jeff at Nutter to obtain this information, but he informed me that you have the online account access. If this is something that you are not easily able to do, would you be willing to authorize the UBS team to send us duplicate statements or provide Accountant online access to the trust accounts going forward?¶
If we are unable to determine the year to date information, I can finalize the calculation assuming all 2018 income is similar to the 2017 income with the exception of the $300k gain that was reported through the Angara Trust. Please let me know if you are comfortable with this method.¶
Thank you,¶
Lindsay¶
LINDSAY J. ANNELLO, CPA, MSA Manager¶
DICICCO, GULMAN & COMPANY LLP¶
150 Presidential Way, Suite 510¶
Woburn, MA 01801¶
O: 781-937-5724 F: 781-937-5100¶
dgccpa.com¶
UBSTERRAMAR00003734¶
CONFIDENTIAL¶