Newsletters
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...
Dec 05, 2023
6 Effective Gifting Strategies To Minimize Your Estate Taxes
Understanding and applying the principles of strategic gifting allows you to reduce your estate tax liabilities significantly. It facilitates a seamless wealth...
Why is there no interest accrual for the U.S. Treasuries bills?
Treasury Bills are short-term securities that mature in one year or less. They are sold at face value (also called par value) or at a discount...
Nov 28, 2023
Estate Tax Exemption Amount Increases for 2024
The federal estate tax exemption amount is going up again for 2024. A higher exemption means more estates may be exempt from the federal tax, which can save...
Gift tax valuations with and without dividends
We receive requests for gift tax valuations with and without dividends...
Nov 21, 2023
Debt Management in Estate Planning
What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?...
Updated version of Appraise coming soon
The current version, now in use, is 8.03. We will be releasing 8.04, a minor but mandatory update, in the next few weeks. When the new version is ready, the...
Nov 14, 2023
Maximizing Your 2023 Year-End Tax Planning Benefits
As the year-end approaches, it offers a strategic opportunity for individuals to review their wealth and estate planning strategies. This is the perfect time to...
Using Ticker Symbols With Appraise
Did you know that all of our valuation services, online do it yourself, as well as outsourcing the work to us, accept ticker...