Newsletters
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...
Sep 26, 2023
What Clients Should Do As Clock Runs Out On Estate Planning
Planners have long been talking about the sunset of the 2017 Tax Cuts and Jobs Act. Now with the 2026 deadline looming, they are focusing on some of the biggest...
We now have call/put identifier lookup & ticker symbol lookup!
We are pleased to announce that we have added two new research products...
Sep 19, 2023
Get Ready: Sneak Peek Of 2024 Tax Rates!
Bloomberg has released its predictions for the tax rates in 2024. These predictions are based on the Chained Consumer Price Index for all Urban Consumers...
What is dirty price vs clean price of a bond?
The dirty price is typically quoted between brokers and investors, but the clean price or the price without accrued interest is usually considered the published...
Sep 05, 2023
Trust's Incorrect Tax Form Forfeited Large Tax Refund Claim: A Lesson For Trustees
Trust lost a large tax refund because it sought because it filed on the wrong form. So the moral of this tax tale is that you have to be careful about making...
IRS Forms 1040 & 1041 Income
Did you know that we have a valuation which calculates and prorates the dividends to a decedent's final income (Form 1040) and trust/estate (Form 1041) tax...