Industry News and Helpful Hint and Upcoming Events eNewsletter

"Industry News, Helpful Hint, & Upcoming Events" eNewsletter

April 9, 2024

Industry News

This week's Trust and Estate article is: "IRS Form W-9 Changes And Their Impact On Trusts And Estates"

(Excerpt from actual article):

In March 2024, the Internal Revenue Service (IRS) unveiled a revised version of Form W-9[1], Request for Taxpayer Identification Number and Certification, marking a significant update since its last revision in 2018. This change introduces new reporting requirements, particularly affecting flow-through entities such as trusts and estates.

You can read the article by clicking

HERE.

Last week's Trust & Estate article was: "SCOTUS Hears Arguments in Estate Tax Life Insurance Stock Redemption Case"

You can read last week's eNewsletter by clicking HERE.

Weekly Financial Market Review:

Our business resides at the intersection of trust & estate law as well as financial data reporting.

We make it easy for our clients to stay current on financial market news by making a weekly market recap available by clicking HERE.

Helpful Hint

This week's Helpful Hint is:

"What do I do if a security with a legitimate CUSIP, SEDOL, or Ticker does not price?"

Although our data vendor, Intercontinental Exchange Inc., has a very extensive pricing universe, they occasionally cannot price an issue for a particular day. If that is the case, we suggest to our clients two steps:

Contact us so we can independently verify with ICE your pricing situation.
If ICE affirms they are unable to price the issue, we suggest you reach out directly to the company in question for pricing history.

Last week's Helpful Hint was:

"Exporting trust and estate valuations to ONESOURCE Trust & Estate software"

You can read last week's eNewsletter by clicking HERE.

If you want to speak with us, please:

call: 201-784-8500 x107

email: techsupport@appraisenj.net

Upcoming Events

(Subject to change - please monitor regularly)

Thu, Apr 18: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.
Thu, Apr 25: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

Maybe there is a better way?

Why don't you consider us for your stock and bond valuations for trusts & estates? Maybe there is a better way than how you are doing them now!

We've been providing these valuations since 1985 and have experience and insight. We can speak with you to potentially identify ways to improve performance and accuracy without hiring additional people.

If you want to speak with us, please:

call: 201-784-8500 x107

email: techsupport@appraisenj.net

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com