Newsletters
Dec 23, 2025
The Lessons in Warren Buffett’s Last Shareholder Letter
Buffett’s succession plan preserves Berkshire’s culture, stressing stewardship, shared mission, and philanthropy to ensure a lasting, values-driven legacy....
Daily Dividends for Mutual Fund
Income funds accrue dividends daily but pay monthly; Appraise lets clients choose whether to include these accruals in valuation assessments....
Dec 16, 2025
Estate's Portability Election Held Invalid
Tax Court denied DSUE for Billy Rowland’s estate; Fay’s late, incomplete Form 706 invalidated portability election under Sec. 2010(c)(5)(A)....
Where are your valuation reports stored if you are a client of the Appraise software?
Your reports stay on your network for full control. We can’t access them. Modify, reprint, or update anytime at no extra cost; secure and flexible....
Dec 09, 2025
States Where the Top 1% Pay the Most and Least Taxes.
Top 1% earners pay 37% of U.S. income taxes, earn <20% income; in WY, FL, NV they pay >50%. CA pays most ($122B), CT has highest rate (28%)....
Save time entering CUSIP numbers, Ticker symbols, and shares
With our tech solutions—API, software, SaaS, or web—you can quickly import your holdings by CUSIP/ticker symbol and shares, streamlining your workflow....
Dec 02, 2025
4 Celebrity Estate Battles We Can All Learn From
"4 Celebrity Estate Battles We Can All Learn from" discusses tax efficiency and harmony among heirs and stakeholders....
DRiP-Integrated Cost Basis Calculator
We can determine value on any date using purchase data plus dividend reinvestments to compute the adjusted cost basis....
Nov 25, 2025
Overhauling Older Estate Plans After the OBBBA
Review estate plans post-One Big Beautiful Bill Act: update trusts, assess basis step-up, capital gains, and prepare for estate tax uncertainty....
What is an ISIN number?
ISIN is a 12-character global code for securities, assigned by NNAs. Unlike tickers, it ensures universal ID, aiding clearing, settlement, and tracking...
Nov 18, 2025
The Estate Tax Is Dead, This Expert Says. What Comes Next
Since Congress introduced income and estate taxes, income inequality has surged, with the top 0.1% now holding 15% of U.S. wealth....
On the November 11 US Veterans Day holiday, while the New York and NASDAQ Stock Exchanges were open, the U.S. bond markets were closed.
On Veterans Day, US bond markets were closed, but clients received bond prices via our data vendor's evaluated prices....
Nov 11, 2025
Recent developments in estate planning. This article highlights key developments in estate planning that occurred between July 2024 and June 2025.
Estate planning now focuses on incapacity, digital assets, BOIR, and SECURE Act RMDs, as the estate tax exemption rises to $15M/$30M in 2026....
Fiduciary Accounting Valuations
We do comprehensive pricing data high/bid, low/ask, closing, mean prices. Leverage our data valuation services to maintain compliance & make informed decisions...
Nov 04, 2025
💡 “The Next Generation Will Demand Digital Estate Planning from Day One"
Estate planning isn’t just for retirees—Millennials & Gen Z need it too, as life, wealth, and family look very different today. Start planning now....
Can you add assets to a portfolio after it is priced?
Yes. After a portfolio is priced, the status column will no longer say 'unpriced'. Only newly added unpriced securities are sent for pricing and incur a cost....
Oct 28, 2025
💡Estate Tax Filing Mistake Can Cost Clients Millions
Portability lets a spouse use a late partner’s estate tax exemption—but missed filings can cost millions. Timely, accurate IRS Form 706 filing is required....
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....
Oct 21, 2025
💡 Giving While Living: A Thoughtful Shift in Wealth Transfer
Families are rethinking inheritance—“giving while living” to support kids with education, housing, or ventures during their lifetimes....
Can a Portfolio ID be renamed after creation in Appraise?
Yes, using the Copy Portfolio feature, you can duplicate the portfolio and update the Portfolio ID, Estate Name, and Valuation Date....