Newsletters
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...
Jan 16, 2024
IRS flip-flops on gift tax question involving grantor trusts
The IRS flipped a stance the agency took seven years earlier on the question of whether certain trust distributions amount to a taxable gift...
Introducing Appraise.API
Appraise.API is a secure, programmable interface that provides portfolio pricing by allowing your proprietary systems to communicate with ours directly...
Jan 09, 2024
Spreading the Love: Tax Savings strategies for Wealth Transfer
Use these smart planning tips to set the stage for your loved ones' futures...
58th Annual Heckerling Institute
We are exhibiting at the 58th Annual Heckerling Institute on Estate Planning in Orlando from January 8 to 12. Our booth (#501) is in the same place as past...
Jan 02, 2024
The Best Estate Planning Stories of 2023
Check out our selection of Financial Planning's 2023 coverage of estate planning. Learn how to sharpen your mind on practice areas ranging from working with...
Adjusted vs Unadjusted Prices
We recently received a question from one of our clients asking why the price on our valuation for ticker symbol PRF, as of 07-03-2023, was different that the...
Dec 26, 2023
How to Prepare for Upcoming Estate Tax Law Changes
High-net-worth families have time to take advantage of higher estate and gift tax exemptions before they're significantly reduced if provisions of the Tax Cuts...
When can I send a portfolio for pricing if the valuation date is New Year's Day?
Means are inversely weighted with respect to the number of trading days between the valuation date and pricing dates...
Dec 19, 2023
Three Estate Planning To-Dos For Before Year's End
Thoughtful estate planning takes time, but financial advisors should be mindful of certain year-end deadlines that have use-it-or-lose-it consequences for...
IRS Form 709 Gift Tax Valuations
Providing gift tax valuations, in full compliance with the stringent IRS Form 709 regulations, is part of our suite of valuation services...
Dec 12, 2023
How Financial Advisors Can Seize Opportunities in the $129T Wealth Transfer
Wealth managers have a unique opportunity to highlight their digital capabilities during the estate administration process. Advances in technology like AI and...
CRUT & GRAT Valuations
Last week, our featured trusts and estates news article was titled, “6 Effective Gifting Strategies to Minimize Your Estate Taxes.” Within the article, two of...