Industry News and Helpful Hint eNewsletter

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

February 7, 2023

Industry News

This week's feature article is:

"State Experimentation With Wealth Taxes"

Excerpt (from actual article):

"The idea of a wealth tax as a panacea for budgetary shortfalls at the federal and state levels has been around since at least the 1930s. Recently, using wealth as a source of tax revenues has heated up."

You can read the article by clicking

HERE.

Last week's feature article was:

"Need an Estate Planning Checkup? Now Is the Perfect Time"

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

Helpful Hint

This week's topic is:

"Regulations for preparing Alternate valuation date reporting"

Recently, one of our clients asked for the IRS regulations which we utilize for IRS Form 706 Alternate valuation date reporting. Here is a link to the regulations.

Last week's topic was:

"Phone call from retiring client"

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

Upcoming Events

Feb 18-20: We are upgrading our digital storage over President's Day weekend and all online services will be unavailable.
Mon, Feb 20: NASDAQ & NYSE closed for the President's Day holiday. We are closed as well.

These are the valuations we provide and how you can get them.

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