Newsletters
Mar 17, 2026
Navigating the Great Wealth Transfer Across Multiple Generations
Guide clients through the technical and human dimensions of planning....
How to Enter Preferred Stock Tickers in Appraise for Valuation
If the preferred stock ticker contains "PR", replace "PR" with a period (.) to match Appraise’s preferred issue ticker format....
Mar 10, 2026
Engaging Gen Z: A New Era of Family Wealth Conversations
Advisors can help younger generations by initiating discussions about money, purpose, value and legacy....
Pricing data vendor system Maintenance
Our pricing data vendor, Intercontinental Exchange Inc. (ICE) has set aside 8p Sat - 8a Sun (ET) for system maintenance....
Mar 03, 2026
The Emotional Side of Estate Planning
Conversations about estate planning intentions and a willingness to listen to feedback can prevent conflict....
Transferring valuations between APPRAISE & ONESOURCE 706
You can export ESI-APPRAISE valuations to Thomson Reuters ONESOURCE 706 estate tax software. This time saving feature reduces cost and increases accuracy....
Feb 24, 2026
2026 Estate and Gift Tax Update
While the extension of The One Big Beautiful Bill Act (OBBBA) provides continuity, it does not eliminate the need for proactive planning....
What is ESI-Direct?
ESI-Direct allows users to get accurate valuations directly from OneSource Trust & Estate Administration without additional valuation software....
Feb 17, 2026
Documentary screening sparks discussion on wealth inequality, estate tax policy
The documentary Death & Taxes offers a humanized look at the complex relationship between wealth inequality and estate tax policy....
10:1 Stock Splits & Your Valuation
When date of death valuation includes securities for which there were stock splits, the correct amount of shares, pre-split or post split, need to be supplied....
Feb 10, 2026
Critical Planning Questions For UHNW Owners Of Family Firm, Fine Art, And Collectibles
Matthew Erskine explores how the One Big Beautiful Bill Act shifted estate planning focus for ultra-high net worth families toward technical precision....
Who provides your pricing data
All of our raw security valuation data is provided exclusively by Intercontinental Exchange, a U.S.-based company....
Jan 28, 2026
Structuring and Restructuring Interests in Trusts
A summary of the Heckerling session: “Splitting The Difference Structuring And Restructuring Interests In Trusts,”...
Correctly valuing mutual funds for estate tax when the valuation date falls on a weekend
People are sometimes surprised we are only reporting the Friday price instead of the Monday and Friday prices. Here is the IRS regulation we follow:...
Jan 13, 2026
What families should be asking their Estate Planners in 2026:
Future-proof estate plans in 2026: adapt to tax changes, litigation threats, and AI-driven security challenges to safeguard multi-generational wealth....
Valuing Foreign Securities in the USA:
Appraise converts foreign currency values to U.S. dollars when reporting prices for securities traded on non-U.S. exchanges at client request....
Jan 06, 2026
Estate and Gift Tax Planning for 2026 and Beyond
Estate planning shifts after OBBBA: higher exemptions, review gifting and trusts, adapt to IRS rules, and keep annual wealth strategy reviews....
How are high/low prices handled when not available for a foreign or domestic equity?
If high/low prices are missing, we estimate using inverse weighting across days. If still unavailable, we use bid/ask or the best available price....