Newsletters
Oct 14, 2025
Capital gains, standard deductions, and tax brackets changes offer planning opportunities
IRS 2026 inflation updates impact 60+ tax rules. RIAs should reassess withholding, giving, and estate plans under new OBBB-driven thresholds....
When should we avoid sending the portfolio for pricing?
Avoid running the portfolio for pricing between Saturday 8:00 PM EDT and Sunday 8:00 AM EDT, as ICE —our data provider—is offline during that time....
Oct 06, 2025
Giorgio Armani’s Will Contains Surprises Regarding His Fashion Empire
The will of iconic fashion designer and billionaire Giorgio Armani, who passed away earlier this month at 91, has been made public....
Who is our data provider?
At ESI – Appraise, we use reliable data from the Intercontinental Exchange (ICE) for accurate securities valuation....
Sep 30, 2025
The Estate Planning Blind Spot: Protecting Your Digital Legacy
Digital estate planning is essential in our online world. Protect your digital assets by including them in your estate plan to ensure your legacy is honored....
Customize Your Valuations with the Global Asset List
Web Appraise Global Asset List lets you create custom assets with your own IDs and prices. It adds a 9th check digit for platform-wide validation...
Sep 23, 2025
WealthManagement.com Celebrates Top Companies, Executives at 2025 Industry Awards
Judges recognized companies for their outstanding support of financial advisor success in various categories from among nearly 300 finalists....
Do you use Composite or Primary Exchange Pricing?
Evaluation Services, Inc. uses composite exchange pricing for all valuations whether through our software offerings or Appraise Outsourcing service....
Sep 16, 2025
This week's Trusts and Estates article is: "Shifting Estates from 'Leave On' to 'Live On'"
Move beyond a narrow focus on asset distribution to a broader consideration of family values, purpose and long-term impact....
Inverse Weighting
SEDOL # 7108899, valued as of Jan 2, 2025, has prices from Dec 30 & Jan 3? Per IRS Regulations, we applied Inverse Weighting to calculate the mean price....
Sep 09, 2025
Estate Tax Relief And Long-Term Care
The large exemptions could actually give many clients a false sense of comfort about what they are going to need for long-term-care planning....
Transactions between the date of death and alternate valuation dates.
If you prepare alternate valuations which have transactions between the date of death and alternate date, Appraise allows you to input 17 unique types....
Sep 02, 2025
Key Considerations of AI in Asset and Wealth Management
Artificial intelligence is revolutionizing the financial advisory landscape by augmenting human advisors with powerful data analysis capabilities....
Pricing Securities Using Ticker Symbols
Users can use either CUSIP, SEDOL, or ticker to price securities. If the symbol has a PR (preferred issue) in it, for example BAC.PRM, then enter it as BAC.M...
Aug 26, 2025
Will Hulk Hogan’s Estate Bring the Drama
Florida inheritance laws & family tensions can spark estate battles. Strong plans like Hogan’s may falter if discord undermines privacy protections...
Uploading a spreadsheet of holdings into web appraise for efficiency gains
Web Appraise enhances efficiency by allowing clients to upload XLSX files with CUSIP/Ticker and Shares/Par Value directly into their portfolios...
Aug 19, 2025
What Wealthy Families Can Learn from a Rock Star’s Estate
Ozzy Osbourne’s $230M estate and future royalties could spark family tension—experts urge clear planning to avoid disputes in complex family structures....
ESI-Direct & Common Asset List
ESI-Direct, an OTEA add-on service, provides fast and accurate valuations with just an account number. Bundled asset lists simplify FAS & 706 entries....
Aug 12, 2025
"Frequently Asked Questions for tax professionals: The One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) reshapes tax rules—review deductions, estate plans & green credits now to optimize strategies before key deadlines....
We can price options
We were asked last week whether we can price options. The answer is YES. You can price options in all of our products....