EFTA02510297.pdf
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From:
jeffrey E. <jeevacation@gmail.com>
Sent:
Wednesday, February 11, 2015 12:35 PM
To:
Brad Wechsler
Subject:
Re: not good
number?
On Wed, Feb 11, 2015 at 8:29 AM, Brad Wechslera
> wrote:
Thx jeffrey; we shld still try to talk this am, =ut a couple of observations:
1. 1 agree, RJ is under tremendous stress....
2. I don't know if this because (a) he's being asked to do silly th=ngs by eileen (which he shld ignore or bring to
me); (b) he's being as=ed to do silly things(?) by me, ie, finish up the 2014 non-tax financials =or leon personally (which I
outlined as a priority in leons office yesterday; (c) is misinterpreting certain of your requests= ie, the cashflow that he
submitted last night that seems to have started =his whole thing was-- in rich's mind-- was motivated by a request
from=you which he may have misunderstood regarding 4/15 gift taxes (d) the fact he now seems to have two bosses in
=ou and me and this fact is causing him to short circuit or (e) this is the=first year he's doing the front-line taxes himself
and this is too ove=whelming for him....or, of course, a combination of all of the above.
I think the idea of getting larry delson in to support/help him--if thati=;s what you're thinking-- is an excellent
idea. Using last year's =quot;template" of having tom do first draft taxes with rich and larry=reviewing (before you and
alan) might also lessen rich's stress levels.... I don't know enuf to make a suggestion here.
I spent 30 minutes+ with rich yesterday talking abt his priorities( tax and=finishing 2014 reporting); I spent well
over an hour the day before in bui=ding the first draft calendar of what he has to do between now and april 1= and
where he needs outside help and review....
We shld talk and figure out how to "solve" the rich issue, at lea=t for this tax season. B
From: jeffrey E. [mailto:jeevacation@gmail.com <mailto:jeevacation@g=ail.com> j
Sent: Tuesday, February 10, 2015 07:15 PM
To: Brad Wechsler
Subject: not good
Original message
From: "jeffrey E." <jeevacation@gmail.com <mailto:jeevacation@gmail.com»
Date: 11/07/2014 11:01 AM (GMT-05:00)
To: Melanie Spinell
lawrence delso
Subject:
FYI.
I m not sure if Joslin<=span> can take any more . He is forced to deal with goofy requ=sts and
misinformation on a daily basis. he is borderline to c=ack.
EFTA_R1_01641954
EFTA02510297
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EFTA_R1_01641955
EFTA02510298
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| Filename | EFTA02510297.pdf |
| File Size | 201.4 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 4,525 characters |
| Indexed | 2026-02-12T18:37:44.457480 |