Asset RegimeDEMO
66
Watch▲ +0.9
ValixData derived signalBLS · BEA · Census · Treasury
OPEN → KNOWwhat changed · what matters · what is unusual · what comes next · evidencePrepared for this professional role
TODAY · 3-MINUTE OVERVIEWTax & Estate · daily overview
PREPARED AUTOMATICALLY FOR YOUR ROLE
COMPLEMENTS YOUR EXISTING SYSTEMS · DEMO SIGNAL VALUES
Since prior review3 material changesDemo count · Nova ranks the changes that deserve attention
Highest exceptionAsset RegimeWatch · source/freshness attached when live
Cross-signal readHousehold / Client PressureCompared with Liquidity Conditions · relationship layer
Next catalysts4 monitoredDemo count · releases and events will populate here
Source readinessNews live · signals stagedOfficial connectors replace demo values without changing the workflow
TODAY'S REVIEW LIST
Asset Regime
Household / Client Pressure
Income Momentum
changes · exceptions · upcoming events · news · sourcesV
Current summary
How this works: advanced features appear only when the required data, history, access level, or connection is available
SINCE LAST REVIEWEstablishing local review baseline…Saved on this device onlyFinding the most important visible indicators…Brief 0
VALIXDATA · TAX & ESTATE INTELLIGENCE NOW
What changed. What is unusual. What deserves attention.
DESK ENGINEREADYLive news + demo signals
ROLE-SPECIFIC SIGNAL MATRIX6 derived indicators configured
Household / Client PressureDEMO
80
Mixed▲ +3.3
ValixData derived signalBLS · BEA · Census · Treasury
Liquidity ConditionsDEMO
78
Stable→ +0.1
ValixData derived signalBLS · BEA · Census · Treasury
Income MomentumDEMO
79
Improving▲ +3.8
ValixData derived signalBLS · BEA · Census · Treasury
Risk ContextDEMO
82
Strengthening▲ +3.2
ValixData derived signalBLS · BEA · Census · Treasury
Event HeatmapDEMO
48
Easing▲ +3.8
ValixData derived signalBLS · BEA · Census · Treasury
CHANGE MAPSignal direction at a glance
DEMOAsset RegimeWatch
Household / Client PressureMixed
Liquidity ConditionsStable
Income MomentumImproving
Risk ContextStrengthening
Event HeatmapEasing
NOVA · PRIORITY INDUSTRY NEWSWhat this desk should see first
CONNECTINGConnecting the approved 24-hour Tax & Estate news feed…
Priority stories will replace this preview automatically.
No per-user AI call is required for the shared desk feed.
LIVE WHEN CONNECTED
Every calculated indicator will show its source, update time, methodology, and whether the value is live, reference, or demo. Temporary values are intentionally marked DEMO.
Open full Nova brief + news →Desk KPIs
#1
Federal Estate Tax Exemption
$13.61M (2024)
MANUAL
Per-person federal estate tax exemption. Scheduled to sunset to ~$7M in 2026 without Congressional action. The most important planning variable for estates between $7M and $27M.
#2
Estate Tax Sunset Risk (2026)
$7M est. post-sunset
MANUAL
Estimated exemption if TCJA sunsets without extension. Represents the single largest near-term planning opportunity in estate planning. Urgency: 2025 gifting window closing.
#3
Federal Gift Tax Annual Exclusion
$0.00 per donee
MANUAL
Annual gift tax exclusion per recipient. Maximum efficient annual gifting without using lifetime exemption. Married couples can give $36,000/donee/year with split-gift election.
#4
Section 7520 Rate (GRATs/CLATs)
5.6%
IRS · irs:7520
IRS hurdle rate for grantor retained annuity trusts and charitable lead annuity trusts. Lower rate = better GRAT economics (easier for assets to beat hurdle). Rising rate = GRATs harder.
#5
Applicable Federal Rate (Long-Term)
4.2%
IRS · irs:afr_lt
IRS minimum interest rate for intra-family loans. Below-market loans are constructive gifts. Long-term AFR at 4.2% — higher than zero-rate era but still below typical asset return assumptions.
#6
Long-Term Capital Gains Rate (Max)
23.8%
MANUAL
Maximum federal long-term capital gains rate (20% + 3.8% NIIT). Understanding embedded gain in assets is critical for any sale vs. gift vs. hold-until-death analysis.
#7
Step-Up in Basis (Current Law)
Full step-up at death
MANUAL
Current law provides full fair market value step-up in basis at death — eliminating embedded gain. Legislative risk is the primary variable. Any carryover basis proposal dramatically changes planning.
#8
Charitable Deduction (AGI Limit)
60% AGI (cash)
MANUAL
AGI limitation on charitable deductions. Cash gifts to public charities deductible up to 60% AGI. Appreciated property limited to 30%. Key for charitable planning integrated with estate strategy.
Data notes & methodology
About these tiles — the eight values above are reference baselines for the tax & estate seat, drawn from FRED, EIA, BLS, and curated industry sources. The live crypto and FX panels below refresh from public APIs every 60 seconds; KPI values would refresh from their cited sources via a backend proxy in the production deployment.
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About this desk
Key indicators, overnight industry intelligence, source provenance, and desk-aware analysis in one persistent workspace.
Key indicatorsConfigured · sources shown
Industry newsLive 24h desk feed
AriaExplains this desk's data
NovaAutomatic overnight brief
The ValixData Tax & Estate desk organizes market context for professionals working in wealth & institutions. It separates live market feeds from reference indicators so readers can see what is current, what is a baseline, and which source supports each figure.
The desk focuses on signals including Federal Estate Tax Exemption, Estate Tax Sunset Risk (2026), Federal Gift Tax Annual Exclusion, Section 7520 Rate (GRATs/CLATs), and related indicators.
Desk status: Core desk. Reference values are not presented as live production feeds. Source cadence and methodology are documented on the methodology page.
Read data methodology →Tax & Estate is a Core desk.
Core means the profession has an explicit signal configuration. Commercial priority is driven by demand, source readiness and economics.
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