Taxpayer Granted Time to Make Alternate Valuation Election
Wealth Management
JUNE 18, 2025
IRS allows estate to make late alternate valuation date election due to reliance on tax professional.
This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Wealth Management
JUNE 18, 2025
IRS allows estate to make late alternate valuation date election due to reliance on tax professional.
The Big Picture
OCTOBER 9, 2024
ATM: Valuation is an exercise in faith with Aswath Damodaran. Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation. . ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies
Protect What Matters: Rethinking Finance Ops In A Digital World
Your Accounting Expertise Will Only Get You So Far: What Really Matters
The Big Picture
APRIL 8, 2023
A nine-time “Professor of the Year” winner at NYU, Damodaran teaches classes in corporate finance and valuation to MBA students. He has also written several books on corporate finance and equity valuation and has published widely in journals. Damdoran loves “untangling the puzzles of corporate finance and valuation.”
Wealth Management
JANUARY 24, 2023
What's driving RIA valuations? These factors are what smart buyers look for, and smart sellers keep in mind at all times, says Dynasty's CEO.
Wealth Management
JANUARY 21, 2025
How to Avoid Bias in Valuations
Wealth Management
MAY 8, 2024
A recent New York Times article suggested that Blackstone's non-traded REIT is inflating its property valuations. But real estate industry insiders say they are not worried.
Wealth Management
APRIL 9, 2025
Court of Appeals for the Second Circuit upholds QTIP trust valuation for estate tax, rejecting deduction for settlement payment to widows estate. In Kalikow v. Commissioner, the U.S.
Financial Symmetry
NOVEMBER 14, 2024
Current valuations have been a common basis for these pessimistic views. The difficulty of predicting the absolute level of … Continued The post What Today’s Valuations Are Telling Investors appeared first on Financial Symmetry, Inc. stocks over the next decade.
Wealth Management
FEBRUARY 27, 2025
Why the valuation date matters in divorce, gift and estate cases.
Nerd's Eye View
MARCH 6, 2024
The Shilller Cyclically Adjusted Price-to-Earnings (CAPE 10) Ratio is one example that takes into account current market valuations versus company earnings, generally predicting that the higher the valuation at the beginning of a period the lower the expected return for that period.
Wealth Management
JULY 17, 2024
Human Interest helps small businesses set up 401(k) services.
Wealth Management
JANUARY 21, 2025
Analyzing the underpinnings of the U.S. Supreme Courts decision.
Nerd's Eye View
DECEMBER 27, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.
Wealth Management
FEBRUARY 28, 2024
Fund managers in this red-hot asset class are often valuing their loans more generously than others do. Regulators are starting to worry.
Wealth Management
OCTOBER 8, 2024
Proceeds from minority raise will fund growth for Dynasty.
Advisor Perspectives
JUNE 3, 2025
With the Q1 GDP second estimate and the May close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 207.8%, down slightly from the previous quarter.
Wealth Management
JUNE 4, 2025
Key steps for executors handling art and tangible property in estates, from initial inventory to valuation and disposition strategies.
Wealth Management
JANUARY 31, 2024
Shift in interest rates provides impetus to discounting promissory notes.
Nerd's Eye View
FEBRUARY 11, 2025
David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr.
Advisor Perspectives
JUNE 3, 2025
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.
Wealth Management
APRIL 22, 2025
The fundraising round was led by GIC, Singapores sovereign wealth fund, to fuel product launches and executive hires, and values Altruist at $1.9
Wealth Management
JUNE 28, 2024
Gurbir Grewal said he sees a range of potential risks in the $1.7 trillion private-lending industry.
Nerd's Eye View
MAY 16, 2023
What's unique about Jim, though, is how he has scaled his retainer-based boutique firm to more than $7 million in revenue, a $31 million enterprise valuation, and is growing organically at a 40% growth rate, by providing a high-touch comprehensive advice offering for his business owner niche clientele.
Wealth Management
MAY 21, 2024
A cornerstone in strategic planning to optimize clients’ financial legacies.
Wealth Management
MAY 14, 2024
Private equity money continues to fund inorganic growth for its chosen firms, and with more buyers comes more competition, according to panelists at RIA Edge.
Nerd's Eye View
OCTOBER 4, 2023
The expectations for the future economic outlook also appear in the valuations of equities, which tend to reflect how markets anticipate that corporate earnings will grow in the future.
Wealth Management
MARCH 5, 2025
Tips for avoiding IRS scrutiny in an audit.
Wealth Management
MARCH 15, 2024
Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a syndicated conservation easement.
Wealth Management
JUNE 22, 2023
The “denominator effect” put institutions in a position where real estate allocations exceeded target levels, but observers expect that issue has begun to resolve itself as values of other investments have recovered.
Wealth Management
JUNE 12, 2023
After a surge of mergers and acquisitions in the real estate space in 2022, the pace of deals has slowed amid disruptions in property pricing.
Wealth Management
JANUARY 3, 2024
Should company-owned life insurance used to redeem stock be included in valuing a decedent’s ownership interest?
Abnormal Returns
OCTOBER 30, 2024
johnwallstreet.com) A closer look at rising NBA valuations. (macworld.com) Sports How Callaway's ($MODG) bet on TopGolf went wrong. on.ft.com) How MLB teams can hedge against player underperformance. huddleup.substack.com) An existential threat to pro sports: kids don't watch live sports. frontofficesports.com) Economy 2024 Q3 GDP ran at a 2.8%
Advisor Perspectives
APRIL 2, 2025
Here is a summary of the four market valuation indicators we update on a monthly basis.
Nerd's Eye View
JANUARY 31, 2025
Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement (..)
Wealth Management
MARCH 31, 2025
Median-adjusted EBITDA multiples hit a near-decade high in 2024, according to Advisor Growth Strategies, and a deal market of more than 40 buyers looks to keep things frothy in 2025.
Abnormal Returns
DECEMBER 3, 2024
techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation. theverge.com) Fidelity marked up its valuation of X. (wsj.com) Meta ($META) is reportedly investing $10 billion in subsea cables. finance.yahoo.com) Elon Musk's Tesla ($TSLA) pay package was rejected, again.
Wealth Management
JANUARY 29, 2024
Larry Swedroe: Falling valuations mean that future expected returns are higher.
Advisor Perspectives
JUNE 6, 2025
This video provides the May 2025 update on Buffett Valuation Indicator. The Buffett Indicator, made popular by Warren Buffett, assesses the overall value of the stock market relative to the economy.
Abnormal Returns
FEBRUARY 11, 2024
(allstarcharts.com) A valuation analysis of the Magnificent Seven. barrons.com) Valuations matter, but using them in your investment process is a challenge. entrylevel.topdowncharts.com) A look at Magnificent Seven valuations. aswathdamodaran.blogspot.com) In the long run, fundamentals matter.
Wealth Management
MARCH 12, 2024
Rising valuations and growing opportunities for media rights and sponsorships make professional sports teams an attractive bet. However, data on how these investments will work in the long term remains scarce.
Wealth Management
FEBRUARY 14, 2024
Valuations in the private real estate market are finally starting to reflect higher interest rates and tighter debt availability.
Nerd's Eye View
JANUARY 3, 2025
Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)
Wealth Management
APRIL 12, 2024
As the economy stabilizes, financial advisors are recognizing the benefits of mergers and acquisitions.
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content