From: Richard Joslin To: jeffrey E. <jeevacation®gmail.com>, "Dlugash, Alan" CC: Brad Wechsler a, John Castrucci cza> Subject: QEF planning Date: Mon, 12 Oct 2015 20:05:05 +0000 Attachments: QEF_DEFERRAL_PLANNING.pdf I attach a schedule that approximates the tax deferral for Federal and the savings for NYS by making an election to defer tax on undistributed QEF earnings. I am awaiting to hear back from Deloitte and Apollo to confirm the amount of undistributed QEF earnings as of 12/31/2014 for the three PFIC's. I will keep you posted. EFTA00843672