Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / engagement-scope-addendum-tax-advisory.docx
engagement-scope-addendum-tax-advisory.docx
Parties
HARKNESS LLP
Strathmore Corp
Greaves LLP
Havensbrook Wealth Advisors LLC
Stonecrest Realty Holdings LLC
Ridgeline Capital Fund IV LP
Ashford Valuation Group LLC
Estate Tax Inc
Dates
March 1, 2023
February 15, 2023
April 15, 2023
May 1, 2023
June 1, 2023
December 31, 2025
March 20, 2023
May 15, 2023
March 15, 2023
October 3, 2010
Amounts
$60,000,000
$0.00
$80,000,000
$134,000,000
$38,000,000
$12,000,000
$14,000,000
$25,300,000
$32,195,122
$29,375,859
Obligations
Accordingly, the allocation of GST exemption to the GRAT remainder interests must be deferred until the ETIP ends upon the expiration of each GRAT's annuity term
All terms and conditions of the Base Engagement Letter not expressly modified or superseded by this Addendum are hereby incorporated by reference and shall continue in full force and effect
This Addendum shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of laws principles
This Addendum may be executed in counterparts, each of which shall be deemed an original, and all of which together shall constitute one and the same instrument
EXECUTION By signing below, the Client confirms that he has read and understands the scope of Tax Advisory Services described in this Addendum, and agrees to the terms and conditions set forth herein