Newsletters
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....
Mar 24, 2026
Why the Boomer Wealth Transfer Might Not Be So 'Great'
Projections of a $70 trillion to $100 trillion generational transfer are "incomplete" because they treat boomers' wealth as static....
IRS Form 709 Gift Tax Valuations
Providing gift tax valuations, in full compliance with the stringent IRS Form 709 regulations, is part of our suite of valuation services....
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....