Newsletters
Apr 02, 2024
SCOTUS Hears Arguments in Estate Tax Life Insurance Stock Redemption Case
The Supreme Court heard oral arguments to settle a circuit court split over whether life insurance proceeds following a shareholder’s death that are intended...
Exporting trust and estate valuations to ONESOURCE Trust & Estate software
Our clients are able to export their ESIAPPRAISE trust and estate valuations in ONESOURCE format....
Mar 26, 2024
How Estate Planning Can Thwart the ‘Third-Generation Curse’
Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth....
Inverse Weighting For the Good Friday Weekend
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...
Mar 19, 2024
Hot Topics for Private Clients and Family Offices from 2024 Heckerling Institute on Estate Planning
Earlier this year several Warner attorneys attended the annual Heckerling Institute on Estate Planning, the country’s most well-respected educational event for...
Which Continuing Education Institutes do you attend?
Our Industry News article in this Newsletter discusses the annual Heckerling Institute on Estate Planning....
Mar 12, 2024
Rich People Rush to Offload Wealth Before Estate Tax Break Drops
Wealthy taxpayers are hurrying to use the increased estate tax exemption amount before it potentially expires at the end of 2025....
Two New Research Products
We are pleased to announce that we have added two new research products...
Mar 05, 2024
Estate Planning For Singles
Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy. Here's how...
Why people have been inquiring about APPRAISE Software as a Service for valuations
Over the past few weeks, we have received a significant number of inquiries about our "Software as a Service" platform for valuations...
Feb 27, 2024
IRS audits? Back taxes? Don’t freak out if you get this letter in your mailbox.
Taxpayers across the country are starting to receive letters from the IRS. The agency started to send out the automated collection notices — which were on...
What Is a Collateralized Mortgage Obligation?
One of the more difficult security types we value are Collateralized Mortgage Obligations...
Feb 20, 2024
Mom and dad are giving away $84 trillion in the ‘great wealth transfer.’ And they have some thoughts on how to spend it
"How the wealthiest individuals decide to give some of their wealth away is changing."...
2024-Q1 Poll Results
Earlier this month, we asked our clients this question: "Which APPRAISE delivery option do you prefer?"...
Feb 13, 2024
The IRS Is Recruiting an Army to Take on Wealthy Taxpayers
It's focusing on recruiting those with specialized tax expertise....
The IRS is investing in compliance. Are you ready?
This week's Trusts & Estates article states, "While the IRS’s recruiting efforts in 2023 were mostly targeted at hiring customer service personnel, it is now...
Feb 06, 2024
New House GOP Bill Repeals Estate Tax
House Republicans have introduced new legislation to repeal the estate tax and generation-skipping transfer tax...
APPRAISE Software as a Service
APPRAISE Software as a Service (SaaS) is our proprietary APPRAISE software, bundled with additional features, and hosted online for your convenience...
Jan 30, 2024
Live from Heckerling: Modern Estate Administration
In a 50-minute presentation based on his 100-plus page outline, Steve R. Akers from Bessemer Trust touched on a myriad of post-death administration challenges....
IRS Forms 706 & 8971
In this week's "Trust & Estates" article (see above), Steve Akers mentions basis reporting requirements for the IRS Form 8971 as well as alternate valuations...