Industry News and Helpful Hint eNewsletter

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

July 11, 2023

Trust & Estate News

This week's feature article is:

"AICPA Recommends Changes to IRS Form 706-GS (D-1)"

(Excerpt from actual article):

The American Institute of CPAs (AICPA), provided the Department of the Treasury and the Internal Revenue Service (IRS) issues and recommendations for improvements to the Form 706-GS(D-1), Notification of Distribution from a Generation-Skipping Trust, and instructions and extensions, as well as guidance and regulations updates if Treasury and the IRS find that there are issues beyond changes to the form and instructions.

You can read the article by clicking

HERE.

Last week's feature article was:

"Heirs Can Be Personally Liable For Estate’s Taxes"

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

Helpful Hint

This week's topic is:

"Bond Pricing"

The topic of our financial news article this week (see next section of this eNewsletter) is "Bonds crash as recession bets get vaporized."

The article includes quite a few references to bond pricing. While equity pricing is relatively easy to find, bond valuations are much more difficult. All of our delivery methods: outsourcing, software, software as a service, and webappraise, include bond pricing.

If you are not already a client, webappraisenj.com, is a quick and easy way to get started with us.

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

EMAIL us.

Last week's topic was:

"New IRS Form 8971 product for Appraise clients"

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

Financial Market News

This week's topic is:

"Bonds crash as recession bets get vaporized"

Excerpt (from actual article):

It really was deja vu all over again. The global bond rout accelerated into the end of the week as investors once more bailed on bets that an imminent recession would force central banks to halt interest-rate hikes and pivot toward cuts. Similar dynamics have played out at least three times during the last 18 months or so.

You can read the article by clicking HERE.

Upcoming Events

Fri, Jul 21: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

Fri, Aug 4: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

Fri, Aug 11: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

Fri, Aug 18: (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 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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