EFTA00239557.pdf

Message From: Lindsay J. Annello Sent: 3/6/2019 9:14:47 PM To: CC: Subject: [External! RE: Angara Trust / Montpelier Trust 1099s Thank you for confirming, Chris. From: Sent: Wednesday, March 6, 2019 4:01 PM To ; Lindsay J. Annello < Cc Subject: RE: Angara Trust / Montpelier Trust 1099s Scott/Lindsay, We have reviewed the requested accounts. Please see the details below. • There were no 10995 issued for Yxxx506 and Yxxx508 for Angara Trust. • There are no tax documents for the Montpelier Trust accounts at UBS for 2018. Thank you! Chris SUBS Christopher J. Walker Registered Client Service Associate UBS Financial Services Inc. Private Wealth Management wwwubs.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 CONFIDENTIAL UBSTERFtAMAR00004248 EFTA00239557 Thanks Lyle and team. Scott On Mar 5, 2019, at 15:09, I wrote: Adding my team, we will come back to you to help you reconcile. Lyle Casriel Senior Vice President — Investments Private Wealth Advisor I Portfolio Maiviger UBS Private Wealth Management From: Lindsay J. Annello Sent: Tuesday, March 05, 2019 1:44 PM To: Casriel, Lyle Cc: Scott Borgerson Subject: [External] Angara Trust / Montpelier Trust 1099s Hi Lyle, We are in the process of gathering information for the tax filings for the Angara Trust and the Montpelier Trust. To date, we've received 1099s for the following accounts held in the Angara Trust: • -xx507 • -xx509 • -xx510 • -xx512 • -xx341 • -xx901 Were 1099s issued for the following accounts ending -xx506 and -xx508 which we had 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 information contaned in this electronic message is legally privileged and confidential under applicable law, and is intended only for the use of the individual or entity named above. If the recipient of this message is not the above-named intended recipient, you are hereby notified that any dissemination, copy or disclosure of this communication is strictly prohibited. Please note that otr systems have content filtering software. If you have received this communication in error, please notify the receptionist at DiCicco, Gutman & Company LLP. (781)937-5300. and purge the communication immediately without making any copy or distribution. We hereby inform you that this communication and any attachments hereto are not intended or written by DiCicco Gutman & Company LLP to be used and should not be used by any person for the purpose of avoiding any federal, state or local tax penalties. Please visit our website at http://financialservicesinc.ubs.com/wealth/E-maildisclaimer.html for important disclosures and information about our e-mail policies. For your protection, please do not transmit orders or instructions by e-mail or include account numbers, Social Security numbers, credit card numbers, passwords, or other personal information. LINDSAY J. ANNELLO, CPA, MSA Manager DICICCO, GULMAN & COMPANY LLP dgccpa.com Legal Disclaimer: The information contained in this electronic message is legally privileged and confidential under applicable law, and is intended only for the use of the individual or entity named above. If the recipient of this message is not the above-named intended recipient, you are hereby notified that any dissemination, copy or disclosure of this communication is strictly prohibited. Please note that our systems have content filtering software. If you have received this communication in error, please notify the receptionist at DiCicco. Gutman & Company LLP. (781) 937-5300. and purge the communication immediately without making any copy or distribution. We hereby inform you that this communication and any attachments hereto are not intended or written by DiCicco Gutman & Company LLP to be used and should not be used by any person for the purpose of avoiding any federal, state or local tax penalties. CONFIDENTIAL UBSTERFtAMAR00004250 EFTA00239559