Newsletters
Sep 17, 2024
What Clients Can Learn from Warren Buffett’s Estate Plan
His three children control what becomes of his remaining fortune....
Have you considered the possibility of preparing estate and gift tax valuations using an integrated API solution instead of software?
Appraise API provides a secure interface that streamlines portfolio pricing. This is done by...
Sep 10, 2024
Navigating Estate Planning As The TCJA Nears Expiration
As I’ve referenced in my last few articles, the Tax Cuts and Jobs Act (TCJA) expires at the end of 2025...
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...
Sep 03, 2024
In both estate administration and angling, it pays to prepare for the unexpected
Financial advisors can address property challenges, encourage clarity in wills...
How many decimal positions does NASDAQ carry prices out to?
We were recently asked how many decimal positions does NASDAQ carry its prices out to...
Aug 27, 2024
The Hidden Realities Of Probate: Are Americans Prepared?
With the “great wealth transfer” currently underway, Americans stand to inherit up to $84 trillion over the next two decades...
IRS Regulations Which Apply To Accruals
A client recently asked which IRS regulations apply to accruals for estate tax valuations...
Aug 06, 2024
Supreme Court Ruling In Loper Bright Changes Estate Planning
A recent Supreme Court case will change the dynamic of key aspects of tax planning, including estate tax planning...
Including sales, and other account activity, in your alternate valuation
If you prepare alternate valuations which have transactions between the date of death and alternate date, Appraise allows you to input 17 unique types...
Jul 30, 2024
Wealth Advisers Must Ensure Estates Use Pre-Sunset Exclusion
Thanks to Inflation Reduction Act funding, the IRS has pushed to increase enforcement and compliance on...
Exporting ESI-APPRAISE valuations in ONESOURCE FPS & 706 Format
However you get your valuations from us, you have the option of exporting the reports to a file...
Jul 23, 2024
A Crucial Window For Estate Planning
Contrary to common belief, the benefits of estate planning aren’t exclusive to those with massive amounts of assets above $20 million...
Estate & Gift Tax Valuations in the Cloud
WealthManagement.com recently published an article entitled, The Estate Tax Tech Revolution Is Picking Up Speed...
Jul 16, 2024
UBS Sees $83T Wealth Transfer Over Next Three Decades
Almost a third of the world’s millionaires will be in emerging markets by 2028, according to the Global Wealth Report 2024...
Why you should take a look at Appraise SaaS
Here are a few reasons you should consider taking a closer look at Appraise SaaS, our Software as a Service solution...