Newsletters
Jul 18, 2023
How to Handle Estate Planning for Multigenerational Living Arrangements
When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast...
Bond Pricing...Again
As we mentioned last week, while equity pricing is easy to find, bond pricing including yield, is much harder...
Jul 11, 2023
AICPA Recommends Changes to IRS Form 706-GS (D-1)
The American Institute of CPAs (AICPA), provided the Department of the Treasury and the Internal Revenue Service (IRS) issues and recommendations for...
Bond Pricing
While equity pricing is relatively easy to find, bond valuations are much more difficult...
Jun 27, 2023
Heirs Can Be Personally Liable For Estate's Taxes
The heirs of an estate can be liable to pay the estate or income taxes (and perhaps other obligations) of the estate...
New IRS Form 8971 product for Appraise clients
We have developed a new IRS Form 8971 product which imports Appraise portfolios...
Jun 20, 2023
An Estate & Trust Professional's Four Takeaways From Tax Season 2023
Another tax season has come and gone. As we shift our focus to extended and fiscal year returns, other duties, and possibly a well-earned vacation, here are...
Gift Tax Valuations
We provide stock and bond gift tax valuations in full compliance with the stringent IRS Form 709 reporting requirements...
Jun 13, 2023
Biden Administration's Green Book Proposes Dramatic Estate Planning Changes
The Biden Administration recently released its fiscal 2024 revenue proposal, which includes many dramatic changes that will affect most aspects of estate...
Did you know you can include assets other than stocks and bonds in an APPRAISE valuation?
Many of our clients, in order to do complete reporting, include assets which are not securities in their APPRAISE valuations...
Jun 06, 2023
Five Estate Planning Lessons We Can Learn From Elvis' Mistakes
Elvis' estate planning failures certainly adversely affected the life of his daughter, Lisa Marie, and have carried over into issues with her estate...
Our New IRS Form 8971 Product
We introduced a new IRS Form 8971 reporting product...
May 30, 2023
How to Tackle Digital Estate Planning in Four Easy Steps
Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal with your accounts with minimal fuss...
Digital Estate Valuations
This week's trust and estate feature article discusses digital estate planning which is becoming more essential as people embrace the power of the internet...
May 23, 2023
8 estate planning tips for advisors with artists and entertainer clients
Whether they are an award-winning musician, a successful visual artist, a television producer or a bestselling author, wealthy individuals in the creative...
Which browser(s) work best with webappraise for estate and gift tax valuations?
Last week, our topic was how Gen-Z is embracing our webappraise platform for estate and gift tax valuations...
May 16, 2023
Estate Planning Strategies For Gen Z Beneficiaries
Estate plans are frequently designed to create a legacy that extends beyond a single generation. For this reason, if you are creating an estate plan, you may...
Embracing Gen-Z's Zealous Use of Technology
One of the points of this week's feature Trust & Estate news article is that Gen-Z is zealous about their use of technology...
May 09, 2023
IRS: Gifts to Irrevocable Grantor Trust Will Not Receive Basis Step-Up At Death
The IRS has confirmed its view that when assets are gifted to an irrevocable grantor trust and not included in the grantor's estate, the trust assets will not...
Which dividends are included in date of death valuations?
We received a question last week from a client asking how do we decide which dividends should appear on an estate tax valuation...