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Extraction Summary

18
People
1
Organizations
1
Locations
8
Events
9
Relationships
5
Quotes

Document Information

Type: Email correspondence
File Size: 2.62 MB
Summary

This document contains three emails from late 2016 discussing valuation, tax planning, and significant internal staffing and performance issues. The emails reveal ongoing problems with employees like Brad, Joslin, and Joshn Castrucci, including concerns about competence, management, and financial implications, with Melanie Spinella being a central figure in these discussions. A final note mentions complications caused by 'Donald'.

People (18)

Name Role Context
Alan Sender
Emailing Jeffrey E. regarding valuation discount
Jeffrey E. Recipient
Receiving email about valuation discount, email address jeavacation@gmail.com
Melanie Spinella Recipient
Recipient of two emails, discusses various tax and staffing issues
Barry Mentioned
Brad thought Melanie had acknowledged high value this year; Melanie is asked what to tell him about Brad
Brad Employee/Contractor
Interviewed two years ago, performance issues, managed by Melanie, needs to be paid
Leon Mentioned
Congratulated for 'biting the bullet'
Brad Wechsler Employee/Contractor
Never up to the task, performance issues, discussed in an email from 2 years prior
Eileen Former employee/Contractor
Mentioned as a reference for Brad's performance, Melanie thought Eileen wasn't up to the task, Carlyn's name was give...
Tom Mentioned
Part of Melanie's 'hand picks' for staffing
Ralph Lerner Mentioned
Part of Melanie's 'hand picks' for staffing
Joslin Employee/Contractor
Chosen from a pool of 2 people, salary limited to 250k, still running tax dept, Melanie wanted to protect from 'crazy...
Lisa Employee/Contractor
Suggested to be hired for bookkeeping and Joslin's tax
Ada Mentioned
Direction given by Eileen and Ada regarding Brad
John Employee/Contractor
Worked with Joe, ran Melanie's office
Joe Employee/Contractor
Worked with John, ran Melanie's office
Carlyn Mentioned
Melanie gave Carlyn's name for work, Carlyn's 'fuck up' was Melanie's doing
Joshn Castrucci Employee/Contractor
Melanie's doing, despite emails advising not to hire him, he is still there and a 'waste of money and space'
Donald Mentioned
Complicating the sender's time by 'potentially eviscerating any reason for anyone to use the'

Organizations (1)

Name Type Context
Empire Valuation
Provided a valuation report with a discount on the low end

Timeline (8 events)

2016-04-28
Discussion regarding Empire Valuation's response to a valuation discount.
2016-11-09
Proposed meeting to discuss tax strategies, staffing, and payment for work.
Melanie Spinella Sender of email
Circa 2014
Interview of Brad by Melanie Spinella.
Last January
Melanie told the sender Joshn Castrucci was gone, but he is still there.
Ongoing (2 years prior to 2016-11-15)
Work outlined in an email, now complicated by years of 'mess'.
Sender of email
Over a year (prior to 2016-11-15)
Brad complained about his direction by Eileen and Ada.
This year (2016)
Brad ran Melanie's office with John and Joe.
This year (2016)
Melanie told the sender that by protecting from 'crazy joslin', she had fired him, but he received less money and continued to make a mess.
Melanie Spinella Sender of email Joslin

Locations (1)

Location Context
NY
Melanie Spinella will be in NY until Monday morning

Relationships (9)

Alan Correspondent Jeffrey E.
Email sender and recipient
Melanie Spinella Manager/Employee Brad
Melanie interviewed Brad, Brad works for Melanie, Melanie manages his tax department
Melanie Spinella Manager/Employee Joslin
Melanie manages Joslin, Joslin runs her tax department, Melanie tried to protect from 'crazy Joslin'
Melanie Spinella Professional/Colleague Eileen
Eileen was a 'hand pick', Brad was compared to Eileen, Eileen gave direction with Ada
Melanie Spinella Manager/Employee (problematic) Joshn Castrucci
Melanie's 'doing', sender advised not to hire him, still employed despite Melanie saying he was gone
Brad Professional/Colleague Eileen
Brad's performance compared to Eileen, Brad received direction from Eileen
Brad Professional/Colleague Ada
Brad received direction from Ada
John Colleagues Joe
Worked together running Melanie's office
Lisa Professional (proposed) Joslin
Suggested to be hired together for bookkeeping and tax

Key Quotes (5)

"I have a really elegant solution for most of the following, 1 gift tax. cash or in kind. 2. 1031. 3 fire drill brh tra etc. 4. xxxx 5. 8865 s. tax planing running out of time. . 7 restructure office."
Source
HOUSE_OVERSIGHT_023251.jpg
Quote #1
"Brad wechsler was never up to the task. sorry, I realize I have been saying the very same thing for a long time. he was a not a step up from Eileen but a step sideways."
Source
HOUSE_OVERSIGHT_023251.jpg
Quote #2
"I did say hire both Lisa to do the bookkeeping and joslin tax, He complained for over a year, re his direction by eileen and ada, and then brad. His breakdown was not a surprise after months and moths of warnings. Though disabled, he ran your office this year. with john and joe."
Source
HOUSE_OVERSIGHT_023251.jpg
Quote #3
"iYOU SHOULD NOT HIRE HIM.!!!,, your response was that was my opinion was only because i didn't trust him. then to add insult to injury last jan you told me he was gone. however he too is still there, and a waste of money and space."
Source
HOUSE_OVERSIGHT_023251.jpg
Quote #4
"My time is complicated by Donald's potentially eviscerating any reason for anyone to use the"
Source
HOUSE_OVERSIGHT_023251.jpg
Quote #5

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