Industry News and Helpful Hint eNewsletter

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

June 20, 2023

Trust & Estate News

This week's feature article is:

"An Estate & Trust Professional’s Four Takeaways From Tax Season 2023"

(Excerpt from actual article):

Another tax season has come and gone. As we shift our focus to extended and fiscal year returns, other duties, and possibly a well-earned vacation, here are four things I noticed as an estate and trust professional during the most recent tax season.

You can read the article by clicking

HERE.

Last week's feature article was:

"Biden Administration’s Green Book Proposes Dramatic Estate Planning Changes"

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

Helpful Hint

This week's topic is:

"Gift Tax Valuations"

The feature article of this week's eNewsletter includes gift tax returns. We provide stock and bond gift tax valuations in full compliance with the stringent IRS Form 709 reporting requirements.

Click HERE to see a complete sample valuation.

If you would like more information, please EMAIL US.

Last week's topic was:

"Did you know you can include assets other than stocks and bonds in an APPRAISE valuation?"

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

Financial Market News

This week's topic is:

"The Weekly Fix: So Why Didn’t the Fed Just Go-Ahead and Hike?"

Excerpt (from actual article):

Two weeks ago, this newsletter wondered what’s stopping the Federal Reserve from just going ahead with a rate hike this month. Fresh off the first no-move meeting since the Fed’s liftoff last March, that’s still the question being asked.

You can read the article by clicking HERE.

Upcoming Events

Fri, Jun 23: System Maintenance beginning at 5:00p ET. All online services will be unavailable and will be restored within a few hours.
Mon, Jul 3: NASDAQ & NYSE markets closing at 1:00p for the Fourth of July holiday. We will be closing at 1:00p ET as well.
Tue, Jul 4: NASDAQ & NYSE markets closed for the Fourth of July holiday. We will be closed as well

Maybe there is a better way!

Why don't you ask us about your stock and bond valuations for trusts & estates?

Maybe there is a better way than how you are doing them now!

Keep reading for a list of valuations we provide and how you can get them.

If you want more information, either call us at 201-784-8500 x103 or

EMAIL us.

There is no risk in asking, only possibilities.

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

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