Newsletters
Jun 02, 2026
529 College Saving Plans Are More Powerful Estate, Tax Planning Tools.
529 plans were created to help families save for higher education expenses. Now, 529 education savings plans offer numerous tax and estate planning advantages....
We are unable to value privately held corporations.
Though we can provide pricing for millions of publicly traded securities, we are unable to provide pricing for these non-publicly traded companies....
May 26, 2026
What to do When UHNW Clients Go Quiet
Managing wealth for family offices goes beyond protecting assets....
Estate & Gift Tax or EZPrice Valuation?
Estate & Gift Tax satisfies the stringent IRS Forms 706 and 709 regulations. EZPrice, intended for portfolio valuations, does not comply with IRS regulations....
May 19, 2026
Multigenerational Households: Avoiding Succession Frictions With Trusts
The number of people of different generations living in the same building has expanded in size both. That can create tricky succession and transfer issues....
Financial Identifier Translator
We received a request last week asking about converting from one financial identifier to another. Here is a website to take a look at:...
May 12, 2026
IRS Chief Claims Crackdown on Wealthy Tax Evaders Will Continue
The agency is betting on AI and tech improvements to counter lost revenue from budget cuts....
Pricing Options: Calls, Puts
One of our clients asked whether we could price options. The answer is 'yes'. We have a research tool to look up the necessary identifier for pricing....
Apr 28, 2026
Estate Planning Lessons from Tony Hsieh's Contested $500M Will
The litigation is one of the most consequential probate cases in recent memory—and one of the most instructive....
How to enter a warrant ticker symbol into Appraise for pricing.
A client wanted to price an Occidental Petroleum Corporation warrant and asked how to enter the Ticker symbol into Appraise....
Apr 21, 2026
Transmitting Family Values Along With Assets
How regular, little conversations set the stage for multi-generational wealth....
Current version of the Appraise desktop software is 8.1.2
Now that tax season is over, we want to remind our desktop software clients that the current version is 812....
Apr 14, 2026
Estate Administration in the Age of Data Persistence
What wealth advisors and estate fiduciaries need to know about credit reporting errors and identity theft after death....
ESI-APPRAISE's 2026 First Quarter Review
Since our clients are always at the center of everything we do, we send an email reviewing our accomplishments for them from the past quarter....
Mar 31, 2026
Tax, Estate Planning Season Appears Less Fraught; Uncertainties Linger
FWR talks to US wealth advisors about the tax, estate and broader planning issues arising in the approach of tax-filing deadlines this year in the US....
CUSIPs starting with "9EQ" will not be recognized nor priced
Generally, the CUSIP prefix (9EQ) is used to assign a CUSIP number to "non-public" or "internal" assets....