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File 026347

Email Discussion on Wealth Transfer and Tax Policy (File 026347)

Email from Jeffrey Epstein to Bill Gates and Larry Cohen discussing wealth transfer taxation, the Forbes 400 list, and potential changes to stepped-up basis provisions.

Summary

Jeffrey Epstein sends an email to Bill Gates and Larry Cohen on January 19, 2015, discussing wealth transfer and taxation matters. He comments on the Forbes 400 list exceeding $3 trillion in collective wealth and mentions potential attempts by the Obama administration to eliminate or modify stepped-up basis provisions. The email includes standard confidentiality disclaimers and attorney-client privilege notices.

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