Newsletters
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...
Apr 30, 2024
Hash Out the Inheritance Now, or Fight Your Family Later
Death and money aren’t fun subjects to bring up over dinner. Yet families who make time for that awkward chat now can spare deep regrets and...
Pricing savings bonds using Appraise
We were asked if we can value savings bonds historically...
Apr 23, 2024
How Higher Interest Rates Change Tax And Estate Planning Strategies
Many people know how Federal Reserve policies influence the economy and investment markets. But they don’t realize how interest rate moves change the results of...
Inverse Relation Between Interest Rates and Bond Prices
This week's trusts and estates article (see above) discusses how interest rates affect estate planning. Two cited items impact the valuations we provide for our...
Apr 16, 2024
Q1 In Review: The Trending Topics That Affect Family Offices
Looking into the major news headlines of the first quarter of the year, the family office market has lost none of its pace. Monitoring services have picked up...
What a fantastic service!
We recently received this compliment from a client...
Apr 09, 2024
IRS Form W-9 Changes And Their Impact On Trusts And Estates
In March 2024, the Internal Revenue Service (IRS) unveiled a revised version of Form W-9[1], Request for Taxpayer Identification Number and Certification,...
What do I do if a security with a legitimate CUSIP, SEDOL, or Ticker does not price?
Although our data vendor, Intercontinental Exchange Inc., has a very extensive pricing universe, they occasionally cannot price an issue for a particular day....