Newsletters

Aug 20, 2024

Succession: The Brewing Controversy Over The Murdoch Family Trust

The Murdoch Family Trust, a key player in controlling Rupert Murdoch's vast media empire...

Export to comma delimited & Excel

We had quite a few queries about our export to Excel function...

Aug 13, 2024

Back To School…Estate Planning? POAs For College Bound Kids

What is often lost amidst the flurry of college preparations is a discussion on estate planning...

Gift Tax Regulations for Stocks & Bonds

Many of our clients use us for gift tax valuations as well as estate tax valuations...

Aug 06, 2024

Supreme Court Ruling In Loper Bright Changes Estate Planning

A recent Supreme Court case will change the dynamic of key aspects of tax planning, including estate tax planning...

Including sales, and other account activity, in your alternate valuation

If you prepare alternate valuations which have transactions between the date of death and alternate date, Appraise allows you to input 17 unique types...

Jul 30, 2024

Wealth Advisers Must Ensure Estates Use Pre-Sunset Exclusion

Thanks to Inflation Reduction Act funding, the IRS has pushed to increase enforcement and compliance on...

Exporting ESI-APPRAISE valuations in ONESOURCE FPS & 706 Format

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

Jul 23, 2024

A Crucial Window For Estate Planning

Contrary to common belief, the benefits of estate planning aren’t exclusive to those with massive amounts of assets above $20 million...

Estate & Gift Tax Valuations in the Cloud

WealthManagement.com recently published an article entitled, The Estate Tax Tech Revolution Is Picking Up Speed...

Jul 16, 2024

UBS Sees $83T Wealth Transfer Over Next Three Decades

Almost a third of the world’s millionaires will be in emerging markets by 2028, according to the Global Wealth Report 2024...

Why you should take a look at Appraise SaaS

Here are a few reasons you should consider taking a closer look at Appraise SaaS, our Software as a Service solution...

Jul 09, 2024

How Biden And Trump’s Tax And Estate Planning Proposals Differ

Both President Joe Biden and former President Donald Trump have proposed significant changes to the tax landscape...

We have options identifiers & ticker symbol research

If you are pricing equities, funds, or options, and do not have the required identifier/symbol...

Jul 02, 2024

A Crucial Window for Estate Planning: Preparing for 2026 Changes

Contrary to common belief, the benefits of estate planning aren’t exclusive to the ultra-wealthy...

How can I have ESI-APPRAISE prepare the valuation for me If I don't want to do it myself?

We have an outsourcing service. If you want us to prepare the valuation for you, please complete our OUTSOURCING ORDER FORM...

Jun 25, 2024

Estate Planning To Protect Generational Wealth Transfers: Lessons From The Gilded Age

HBO's The Gilded Age dramatizes the privileged lives of some of America's wealthiest families in late 19th century...

Which IRS regulations are applied to estate and gift tax valuations?

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

Jun 18, 2024

High Court Estate Tax Ruling Forces Succession Planning Revamps

Estate lawyers will have to reevaluate their options for reducing taxes for family businesses creating succession plans...

Wed, June 26 Webinar: "Estate & Gift Tax Valuations in the Cloud

WealthManagement.com recently published an article entitled, The Estate Tax Tech Revolution Is Picking Up Speed...