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Enron Mail |
In follow up to my note below, KPMG's Director of Investment Consulting will
be in town next Wednesday Aug 22nd. I have attached our Bear Stearns Stratis Program for your review as well. Many execs are finding access to these top money managers and lower fees, without constant commissions very appealing. Thank you for your time. <<STRATISpresentation2001-2.ppt<< Melinda Dobbs KPMG LLP Personal Financial Planning 713-319-3236-office 713-301-5288-mobile mdobbs@kpmg.com < -----Original Message----- < From: Dobbs, Melinda K < Sent: Wednesday, August 15, 2001 3:34 PM < To: 'jeff.skilling@enron.com' < Subject: Innovative Tax Strategies developed for the executive < < << File: Innovation Solution summary.doc << < < < Mr. Skilling, < < Joannie suggested I email you a note regarding KPMG's tax solutions < developed specifically for the executive who is exiting, exercising stock < options, monitizing stock, and recognizing gain. We work in concert with < your financial advisors and have forged many relationships with < institutions, investors and brokers to bring cutting edge tax ideas < together. KPMG's Personal Financial Planning is dedicated to developing < tax solutions for those interested in deferral, minimization , and < mitigation of personal income tax. < < The attachment gives a brief description of some of our Innovative < Strategies. < < As a side note, I am sure you have know the Lay Family and Sharon and JT < have been friends of my parents and my husband and I for years through < sailing at the Yacht Club at Lakewood and HYC. < < I do hope you consider allowing me and my partners a few minutes of your < time, to share our Tax ideas with you. If so, have Joannie call me at my < numbers below. < < Best Wishes < < < < Melinda Dobbs < KPMG LLP < Personal Financial Planning < 713-319-3236-office < 713-301-5288-mobile < mdobbs@kpmg.com < ********************************************************************** The information in this email is confidential and may be legally privileged. It is intended solely for the addressee. Access to this email by anyone else is unauthorized. If you are not the intended recipient, any disclosure, copying, distribution or any action taken or omitted to be taken in reliance on it, is prohibited and may be unlawful. When addressed to our clients any opinions or advice contained in this email are subject to the terms and conditions expressed in the governing KPMG client engagement letter. ********************************************************************** - STRATISpresentation2001-2.ppt
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