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Latest Discussions

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    "Universal" Gift Receipts

    Posted in: FundSvcs Community

    Hello everyone, Over the years I have seen discussions in this community regarding "universal" gift receipts that are appropriate for "regular" ... Read More

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    RE: Real Estate - Full Value vs. Received Proceeds

    Posted in: FundSvcs Community

    The value of the estate as of the date of death or, more customarily, the date the estate was released. So, generally, the value of all assets before they ... Read More

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    Real Estate - Full Value vs. Received Proceeds

    Posted in: FundSvcs Community

    We were named as the sole beneficiary of an estate that included her primary home. What can we book as the value of the gift: the full value of the home ... Read More

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