We recently had a question regarding a date of death valuation we prepared. The recipient of the report asked why two municipal bonds did not have an accrual entry to compliment the pricing data required by the IRS regulations.
The answer was the dated dates for the bonds were after the date of death. In this particular situation, the date of death was December 9, 2017 but the dated dates for the two issues were December 12, 2017 and December 13, 2017 respectively.
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"Introduction to..." Webinars
We instituted a
complimentary webinar series to enable our subscribers to receive concise and timely instruction on issues and ideas affecting our industry without having to leave the office.
Our next webinar:
"Introduction to...National Financial Literacy Month and How It Can Build Your Practice & Your Community"
is scheduled for Wed, Mar 27 from 11:30a to 12:00p ET.
Here is a synopsis:
Find out what your colleagues are doing to participate in National Financial Literacy Month and how it can help your community, clients and prospects while growing your business. Our keynote speaker will be Valentino Sabuco, Executive Director, The Financial Awareness Foundation, a 501(c)(3) Nonprofit dedicated to significantly improving financial awareness & financial literacy.
