"Trust & Estate Industry News & Appraise Helpful Hint" eNewsletter

September 13, 2022

Industry News

This week's feature article is:

"What Spouses Need To Know About Portability Of The Estate Tax Exemption"

Excerpt (from actual article):

"Many people have heard that the “portability” rule essentially doubles the lifetime estate and gift tax exemption for married couples, but most people don’t know important details about how the rule works."

You can read the article by clicking

HERE.

Last week's feature article was:

"Tax Court Says When Deathbed Gifts Are Complete"

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

Which valuations can I get from ESI-APPRAISE?

We give you access to all the tools, information, and professional support you need to increase your profits and serve your customers better. Additionally, ESI-Appraise offers a broad range of global securities and related financial data from all major markets and exchanges.

IRS Form 706 Estate Tax
IRS Form 709 Gift Tax
Charitable Remainder Unitrust
Grantor Retained Annuity Trust
Domestic & Global Historical Pricing
Capital Changes
Cost Basis Calculator for Corporate Actions
Cost Basis Calculator for Dividend Reinvestment Plans
1040/1041 Income Allocation for Calendar or Fiscal Year

Helpful Hint

This week's topic is:

"Check Digits"

We recently received this question:

"I have six securities that were entered manually in Appraise and populated a different ninth digit in the Cusip than what was provided for each. Are you able to tell what the issue is with these six?"

Here is the answer we provided:

Our Appraise program automatically inserts the correct "check digit" for you. The purpose of the "check digit" is to ensure the Cusip number entered is a valid number.

You can also use the link below to confirm the check digits.

https://www.isindb.com/fix-cusip-calculate-cusip-check-digit/

Last week's topic was:

"Labor Day weekend pricing"

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

How can I get a valuation from ESI-APPRAISE?

1. Secure online solutions (You do the work to save money.):

APPRAISE Web: credit card or account #; can be run from anywhere/any platform
APPRAISE.Windows: software and data stored on your computer
APPRAISE.SaaS: our Software as a Service (SaaS) solution. SaaS means we host the software, which you access via the internet, and you store your data locally on your computer. This benefits you and your information technology group because a hybrid solution takes the best of software and cloud and combines them.

You're always running the current version and do not need to install updates.
It's easy to add and remove users
It has more reports and features than traditional desktop software
You store your data securely on your computers.

ESI-Direct: ONESOURCE Trust & Estate securities valuations without software
Universal Import: A utility which enables users to create portfolios from comma delimited or Excel files in lieu of manually entering CUSIP/Ticker and shares.

2. Outsourcing solution (We do the work and save you time.): Valuations can

be submitted/delivered via email, fax, overnight courier, or mail.

Click HERE for an order form.

Upcoming Events

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

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editor@appraisenj.net