Newsletters
May 13, 2025
The Ways and Means’s TCJA Legislation: What’s in and What’s Missing?
This legislation includes some of the major provisions of the Tax Cuts and Jobs Act but is missing provisions that are expected to be included in the final bill...
Utility Program To Import Securities
Universal Import is a utility program for Appraise that enables users to mass import securities into a portfolio....
May 06, 2025
Will of Former Zappos CEO Found Years After His Death
The will of late Tony Hsieh, the late CEO of Zappos, has been found nearly 4 1/2 years after his untimely death....
Intercontinental Exchange (ICE) cannot provide valuations for its own bonds
ICE, who is our data vendor, legally cannot provide prices for their own evaluated issues....
Apr 15, 2025
Clients aren't likely to face estate taxes. But they still need a plan."
The political calculus involved with the details of estate planning next year and may be distracting financial advisors and clients from larger conversations....
Stock Market Holidays 2025: Are NYSE and Nasdaq Open?
The Financial markets observe 10 official holidays plus 3 early closings....
Apr 08, 2025
Turning Downturns Into Opportunity: Recession-Era Strategies for Gift and Estate Tax Planning
But for high-net-worth individuals and families with long-term goals, a declining market is not merely a time to endure—it is a rare opportunity to act....
Gifts & GRATs
Two of the strategies mentioned in this week's Trusts & Estates news article are gifts and GRATs. We can help you value the marketable securities. situations....
Apr 01, 2025
What The Potential Elimination Of Step-Up In Basis Means For Families
Discussions around eliminating the step-up in basis are gaining momentum. Getting rid of the step-up in basis would bring challenges....
What is a composite price and what is a primary exchange?
Composite price aggregates prices from exchanges where the security trades. Primary exchange refers to the stock exchange which hosts company’s primary listing....
Mar 25, 2025
Setting the stage for open dialogue about estate planning: The role of family meetings
Warren Buffett made headlines recently when he advised all parents to give their children an opportunity to weigh in on their wills before they’re signed....
APPRAISE API - Integrated Estate & Gift Tax Valuations
Appraise API allows clients to program directly from their trust system into our proprietary Appraise pricing system and customize it for their reporting needs....
Mar 11, 2025
High-Net-Worth Individuals and Estate Planning Under Trump
We don't know what’s going to happen with taxes. Keeping an eye on these issues is imperative so you can make the appropriate moves at the right time....
ESI-APPRAISE Help Center
The answers to many of the questions our clients ask can be found in the "Help Center" of our new website....
Mar 04, 2025
4 Predictions For The Future Of AI In Estate Planning
Here’s how I see AI reshaping the estate planning landscape—making it smarter, more intuitive and deeply personal....
Share Splitter
A client had a situation where the securities had to be split into three separate portfolios by percentages to complete an inheritance tax return....
Feb 25, 2025
Navigating the Form 706
While a seemingly straightforward task of reporting a decedent’s assets and calculating the tax, Form 706 presents numerous traps for the unwary....
Alternate Valuations
Did you know that our products enable you to include transactions between the date of death and alternation valuation date on our reports?...