Newsletters
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...
Jun 11, 2024
IRS can tax death benefits used to purchase stocks, high court rules
The justices said the IRS could seek an additional $1 million for the death benefits used in a stock handoff deal...
How are CUSIP numbers derived?
We were asked, "How are CUSIP numbers derived?" Please click HERE for an answer...
Jun 04, 2024
How To Avoid Faulty Advice On IRS Form 706 And The Portability Election
There is an onerous issue plaguing the tax community. Some tax professionals have been advising their clients that...
SEDOL Valuation Date Question
We recently received an email from a client asking a SEDOL valuation date question...
May 21, 2024
Key Tax Provisions That Are Expiring After 2025
Unless Congress decides to act, lots of tax changes will take effect in 2026...
Queries about our API service
We've been receiving more inquiries related to our Appraise API (Application Programming Interface) service lately. Appraise API...
May 14, 2024
Prepare large estates for TCJA sunset now
CPA financial planners need to talk with high-net-worth clients now about the idea of shifting ownership of millions of dollars...
Daily Dividends for Mutual Funds
Many income-focused funds that invest primarily in bonds and money-market securities accrue...
May 07, 2024
Forgoing marriage? Estate planning for unmarried couples
While many couples choose to live together as a precursor to marriage these days, more and more are choosing to skip marriage altogether...
Estate & Gift Tax or EZPrice?
Our software and software as a service clients have a choice between selecting an Estate & Gift Tax valuation or an EZPrice valuation...