Newsletters
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....
Jun 24, 2025
Battle over Jimmy Buffett’s $275 million estate highlights risks of family trusts
A court battle is brewing over Jimmy Buffett’s $275 million estate....
What is a SEDOL number?
The stock exchange daily official list (SEDOL) is a seven-character identification code assigned to securities that trade on the London Stock Exchange and...
Jun 17, 2025
12 States With the Highest Average Estate Tax Payments
The 30th annual IRS edition has it all: data on audits, and tables of state-by-state data on topics such as the number of tax returns that were filed,...
WebAppraise with Alt Val Sales & Transactions
We added alternate valuation date sales and transactions to webappraise, our web product for estate and gift tax valuations, and......
Jun 10, 2025
Adequate disclosure on gift tax returns: A requirement for more than gifts
As many of these transactions will be reported on gift tax returns — and in recognition of the Tax Court decision in Schlapfer,T.C. Memo. 2023–65...
How Technology Is Changing Wealth Management
Here is a LINK to the IRS regulations for stock and bond valuations for gift tax returns....
Jun 03, 2025
How Technology Is Changing Wealth Management
Technology is rapidly transforming many industries, and wealth management is no exception....
How Technology Is Changing Estate Valuations
Similar to this week's T & E article about technology's impact on wealth management, technology is also changing the ways people process estate valuations....
May 27, 2025
Big GOP Tax Bill Could Change Your Estate Planning for 2025
The GOP might extend and increase the higher estate and gift tax exemption and AMT thresholds. What might this mean for your estate plan?...
What is a daily dividend fund and how to include daily dividends which are earned, but not yet paid, in your Appraise valuation?
A daily dividend fund is an investment in which dividends are earned each day and, generally, paid monthly....
May 20, 2025
Art Investment and Estate Planning Strategies
The United States is the largest art market, accounting for 42% of global art sales....
Correctly valuing mutual funds for estate tax when the valuation date falls on a weekend
People are sometimes surprised we are only reporting the Friday price instead of the Monday and Friday prices they are expecting....