EFTA02477937.pdf

From: jeffrey E. <jeevacation@gmail.com> Sent: Wednesday, December 16, 2015 7:19 PM To: Kathy Ruemmler Subject: Re: tell her to take as much long term loss as needed to=offset the long term gain On Wed, Dec 16, 2015 at 2:14 PM, Kathy Ruemmle > wrote: Sent from my iPhone Begin=forwarded message: From: =b>Date: December 15 2015 at 3:12:46 PM EST To: Kathy Ruemml=r =div> Hi Kathy Enclosed you will find taxable dividends, interest, =nd realized gain/loss booked through the beginning of this week.=/u> There are a few moving parts however:<=p> 1) 4>=A0 Capital gains which are not reflecting on the report but are =stimated to pay this month are roughly 12,000-13,000. (mostly long t=rm) 2) 4)=A0 Possible losses we could take as of last night's clos=ng: EFTA_R1_01592138 EFTA02477937 a. =C2. Short term 9600.00 b. =C240 Long term 11,300 c. =C24> Sun America I won't know what the adjusted loss=we could book is until Thursday. It's a stepped up loss whic= is adjusting over the next few days, so I should have a figure by Thursda=. I would be happy to review this via phone. If =ou do want to make any changes we will need to speak over the phone for I =an't take email instruction. Thanks Danielle 202 434 4732 <tel:202%20434%204732> </=> This message, and any attachments, is for the intended recipient(s) onl=, may contain information that is privileged, confidential and/or propriet=ry and subject to important terms and conditions available at http://www.b=nkofamerica.com/emaildisclaimer. If you are not the intended recipie=t, please delete this message. =br> =lease note The information contained in this communication is c=nfidential, may be attorney-client privileged, may constitute inside in=ormation, and is intended only for the use of the addressee. It is the =roperty of JEE Unauthorized use, disclosure or copying of this 2 EFTA_R1_01592139 EFTA02477938 co=munication or any part thereof is strictly prohibited and may be unlawf=l. If you have received this communication in error, please notify us i=mediately by return e-mail or by e-mail to jeevacation@gmail.com <mailto:jeevacatio=@gmail.com> , and destroy th=s communication and all copies thereof, including all attachments. copy=ight -all rights reserved 3 EFTA_R1_01592140 EFTA02477939