Newsletters
Dec 03, 2024
Estate Planning Services Are Becoming Table Stakes
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task...
Pricing Options: Calls, Puts
We have a research tool to look up the necessary identifier for pricing. The tool requires: ticker symbol, maturity date, strike price, and number of options....
Nov 26, 2024
Estate and Inheritance Taxes by State, 2024
In addition to the federal estate tax, 12 states and the District of Columbia impose additional estate taxes, while six states levy inheritance taxes....
Why are these prices higher than I expected?
The values you were looking at from the other source are lower, post-split, adjusted, prices....
Nov 12, 2024
What Trump's Win Means for Estate Tax Planning
Republican control in the White House and Congress makes extension of the 2017 tax overhaul likely....
Save time entering CUSIP numbers, Ticker symbols, and shares
If you use one of our technology solutions (API, Software, Software as a Service, Web), we have tools to import the holdings instead of entering them manually....
Nov 05, 2024
IRS Announces 2025 Gift and Estate Tax Exemptions.
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025....
We will be releasing an update to our APPRAISE software this month.
Clients can expect an email from us with a link to the download....
Oct 29, 2024
Regulation, Wealth Management and the Elections
Let’s consider the impact of the elections on two specific issues: Regulation of the wealth management industry and tax legislation....
Did you know we can prepare the valuations for you?
While many of our clients use one of our self help online solutions, many also have us prepare the valuations for them....
Oct 22, 2024
The Top 5 Issues Facing High-Net-Worth Individuals in 2025
Here, we explore the top five issues likely to affect HNWIs in 2025 and the strategies they should consider to stay ahead....
Enter the Check Digit Setting
There is a setting in Appraise in "System Setup" from the Main Menu. This setting is called "Enter Check Digit"....
Oct 15, 2024
National Estate Planning Awareness Week
National Estate Planning Awareness Week occurs during the third full week of October and was adopted to help the public understand what estate planning is...
The US stock exchanges were open and the bond markets were closed
On Monday, October 14, the Columbus / Indigenous People day holiday, the stock markets were open and the bond markets were closed....
Oct 08, 2024
Good Estate Planning Never Goes Out of Style
Don’t let the uncertainty about future tax policy interfere with taking action to meet your client’s goals....
Why CUSIP numbers are better identifiers than ticker symbols for valuations
CUSIPs are more reliable identifiers than tickers because they cannot be reused....
Oct 01, 2024
The most overlooked aspect of estate planning, and how to address it
Advisors may be used to guiding clients through the estate planning process. But, what about less tangible assets, like those stored digitally?...
Estate & Gift Tax Valuations in the Cloud
If you want to learn more about webappraise, our internet service for stock and bond valuations...
Sep 24, 2024
Treasury Department Finalizes Basis Consistency Regulations
The Department of the Treasury finalized regulations related to the basis consistency requirements. This comes 8 1/2 years after it issued proposed regulations...
We are developing a Form 8971 add on for our clients.
It would be utilized after preparing a valuation using Appraise...