Newsletters

2026

April

Industry News, Helpful Hint, & Upcoming Events

April 7, 2026

Estate Article Title

"The Battle Over Zappos CEO’s $500M Estate"

Estate Article Excerpt

The appearance of Tony Hsieh's mystery 'Will' triggers a full contest....

Hint Title

"Export to comma delimited file"

Hint Excerpt

All of our estate, gift, and trust tax valuations are available in comma delimited format....

Generally, the CUSIP prefix (9EQ) is used to assign a CUSIP number to "non-public" or "internal" assets....

ESI-Direct allows users to get accurate valuations directly from OneSource Trust & Estate Administration without additional valuation software....

"Daily Dividends for Mutual Fund"

Hint Excerpt

Income funds accrue dividends daily but pay monthly; Appraise lets clients choose whether to include these accruals in valuation assessments....

ISIN is a 12-character global code for securities, assigned by NNAs. Unlike tickers, it ensures universal ID, aiding clearing, settlement, and tracking...

If the preferred stock ticker contains "PR", replace "PR" with a period (.) to match Appraise’s preferred issue ticker format....

Web Appraise Global Asset List lets you create custom assets with your own IDs and prices. It adds a 9th check digit for platform-wide validation...

Web Appraise enhances efficiency by allowing clients to upload XLSX files with CUSIP/Ticker and Shares/Par Value directly into their portfolios...

You can include cash positions, in addition to other non publicly traded assets, in the portfolio valuation by manually pricing the security yourself....

The stock exchange daily official list (SEDOL) is a seven-character identification code assigned to securities that trade on the London Stock Exchange and...

A daily dividend fund is an investment in which dividends are earned each day and, generally, paid monthly....

The Financial markets observe 10 official holidays plus 3 early closings....

Appraise API allows clients to program directly from their trust system into our proprietary Appraise pricing system and customize it for their reporting needs....

Did you know that our products enable you to include transactions between the date of death and alternation valuation date on our reports?...

"Impact of Jimmy Carter Nation Day of Mourning on the estate and gift tax valuations."

Hint Excerpt

Since the financial markets will be largely closed for the National Day of Mourning on Jan 9, this will complicate estate and gift tax valuations....

The values you were looking at from the other source are lower, post-split, adjusted, prices....

While many of our clients use one of our self help online solutions, many also have us prepare the valuations for them....

It would be utilized after preparing a valuation using Appraise...

A client recently asked which IRS regulations apply to accruals for estate tax valuations...

However you get your valuations from us, you have the option of exporting the reports to a file...

Here is a link to a summary of the IRS regulations we apply...

This is a question we received last week which has a two part answer...

We were asked if we can value savings bonds historically...

Friday, March 29, is the Good Friday holiday. The stock exchanges are closed while the bond markets are open till 2:00p ET. The Federal Reserve and banks are...

One of the more difficult security types we value are Collateralized Mortgage Obligations...

"When can I send a portfolio for pricing if the valuation date is New Year's Day?"

Hint Excerpt

Means are inversely weighted with respect to the number of trading days between the valuation date and pricing dates...

We receive requests for gift tax valuations with and without dividends...

I have six securities that were entered manually in Appraise and populated a different ninth digit in the Cusip than what was provided for each...

We are pleased to announce that we have added two new research products...

Many income-focused funds that invest primarily in bonds and money-market securities accrue their dividends on a daily basis despite being only paid out on a...

We can't count the number of times our customers ask us to prepare IRS Form 706 valuations for their clients that the corresponding brokerage firm got wrong...

We have developed a new IRS Form 8971 product which imports Appraise portfolios...

This week's trust and estate feature article discusses digital estate planning which is becoming more essential as people embrace the power of the internet...

We are considering enhancing our existing IRS Form 1040/1041 reporting tool which carves out interest and dividends accrued before and after death...

We recently received this question from an existing client: "Hi there! I've always utilized your fax/email service for years, but I'm curious about trying out...

As we mentioned in last week's eNewsletter (see below), we are consistently maintaining and upgrading our data centers to serve you better. We schedule...

We recently received a phone call from a client who retired and touched us with her kind words. This is what she said...