Document Mentions (4 shared documents)

EFTA00239135

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Quarter Estimated Taxes CAUTION: This email originated outside of the organization. Do not click links or open attachments you were not expecting. Lindsay, Of course. We will send this tomorrow. Thanks. Lyle. From: Lindsay J. Annello <rt < lnin Date: Monday, Sep 03, 2018, 1:33 PM To: Casriel, Lyle

ate: Monday, Sep 03, 2018, 1:33 PM To: Casriel, Lyle <n nailto: >>, mailto Cc: aa gma < axl <mailt. >>, Laura K. Barooshian <n nailto: >>, Tomkiewicz, Jessica <mailto: Subject: RE: SB/GM - 2nd Quarter Estimated Taxes Hi Lyle, We are in the process of working through the 2018 3rd Quarter estimat

EFTA00239140

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z, Jessica; Shkreli, Juliana; Rivas, Elyanna; Walker, Christopher; Ramdeen, Vijai; McNamara, Sean Subject: RE: SB/GM - 2nd Quarter Estimated Taxes Lindsay, Of course. We will send this tomorrow. Thanks. Lyle. From: Lindsay J. Annello Date: Monday. Se. 03. 2018, 1:33 PM To: Casricl Lyle Cc Laura K.

essage From: Sent: To: CC: Casriel, Lyle 9/4/2018 3:19:12 PM Lindsay J. Annello Walker, Christopher ura K. Barooshian ; Shkreli, Juliana ; Tomkiewicz, Jessica ]; Rivas, Elyanna I I; Subject: RE: SB/GM - 2nd Quarter Estimated Taxes Attachments: Angara Tax Summary Interim ao 8.31.18.pdf ; Ramde

EFTA00239557

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received in prior years? Also, were any 1099s issued for the Montpelier Trust in 2018? Thank you in advance for your assistance with this. Best, Lindsay LINDSAY J. ANNELLO, CPA, MSA Manager DICICCO. GULMAN & COMPANY LLP CONFIDENTIAL UBSTERRAMAR00004249 EFTA00239558 Legal Disclaimer: The infor

ubs.com/privatewealthmanagement From: Scott Borgerson [mailto: Sent: Wednesday, March 06, 2019 11:55 AM To: Casriel, Lyle Cc: Lindsay J. Annello; Tomkiewicz, Jessica; Ramdeen, Vijai; Rivas, Elyanna; Shkreli, Juliana; Walker, Christopher; GMAX Subject: [External] Re: Angara Trust / Montpelier Trust 1099s