Newsletters
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....
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....