Newsletters
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...
Nov 07, 2023
IRS Indefinitely Extends Policy on Electronic Signatures
The rules on using email with encryption in certain instances also were updated...
Why you should take a closer look at APPRAISE Software as a Service for estate and gift tax valuations
We received some inquiries last week about our software as a service (SaaS) solution for estate and gift tax valuations. Here are a few reasons you might want...
Oct 31, 2023
States That Won't Tax Your Death
How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax...
Check Digits
I have six securities that were entered manually in Appraise and populated a different ninth digit in the Cusip than what was provided for each...
Oct 24, 2023
It's Estate Planning Week: Here's How to Get Started
You're not too young, you do have enough assets, and don't you want to make things easier for your loved ones after you pass away?...
Correctly valuing Mortgage Backed Securities for Estate & Gift Tax
Correctly valuing mortgage backed securities for estate and gift tax requires nuance. We recently received a question like this...
Oct 17, 2023
Preserve Your Wealth: A Tale of the History of The Estate Tax Unified Credit
The financial landscape, particularly in relation to estate taxes, is experiencing a sense of déjà vu...
Determination of dividends for estate and gift tax returns
This week we were asked to provide the IRS regulations we apply for determining applicable dividends for estate & gift tax returns. The answer is...
Oct 10, 2023
Tips for Handling IRS Estate and Gift Tax Audits
A respectful and honest approach may be your best bet...
Helping a client through the audit process
Earlier this month, one of our clients contacted us as they were working through an audit process. We supported them by providing the nuances behind the...
Oct 03, 2023
Uncertain Times Call for Creative Estate Planning Strategies
Flexibility in the estate planning process is key so you can adjust your plans to address changes in your goals or accommodate legislative shifts...
Including CASH, and other user defined assets in Web Appraise
Web Appraise is our web based service for stock and bond valuations for trusts and estates...