Industry News, Helpful Hint, & Upcoming Events
April
9, 2024
Estate Article Title
"IRS Form W-9 Changes And Their Impact On Trusts And Estates"
Estate Article Excerpt
In March 2024, the Internal Revenue Service (IRS) unveiled a revised version of Form W-9[1], Request for Taxpayer Identification Number and Certification,...
Hint Title
"What do I do if a security with a legitimate CUSIP, SEDOL, or Ticker does not price?"
Hint Excerpt
Although our data vendor, Intercontinental Exchange Inc., has a very extensive pricing universe, they occasionally cannot price an issue for a particular day....