Newsletters
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....
Jul 29, 2025
Wealth tech Alix raises $20M to expand AI-powered estate settlement platform
The San Francisco-based startup's funding, with support from Schwab and Edward Jones, will reinforce its role in the coming $124 trillion wealth transfer....
Including Cash Positions
You can include cash positions, in addition to other non publicly traded assets, in the portfolio valuation by manually pricing the security yourself....
Jul 08, 2025
10 Reasons To Reevaluate Your Estate Plan Following The 2025 Tax Law
The "One Big Beautiful Bill Act" (OBBBA) of 2025 introduces significant changes to estate and tax planning....
We made a significant improvement to our primary data center over the holiday weekend
Because of the increasing volume of valuations our clients are trusting us with, we had to replace our state of the art storage device with a larger one....