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"One Stop Shopping" for capital changes, cost basis calculations, and securities valuations
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 Weekly News Update
Trusts & Estates article:
You can access the complete article by clicking HERE.
The week ahead:
(Your guide to this week's big events)
You can access the complete article by clicking
HERE
.
(Not published this week)
The week in review:
(A round-up of some of last week's significant corporate events and news stories.)
You can access the complete article by clicking HERE
.
(Not published this week)
If you need immediate, no frills, stock and bond valuations for trusts and estates, or historical portfolio pricing, try
appraise.web.
If you're looking to outsource your valuations, or to replace legacy estate valuation software with a state of the art "
software as a service" solution,
EMAIL us.
Thank you for subscribing to our eNewsletter and allowing us to serve you.
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Time Saver & Helpful Hint
Who is ESI-APPRAISE?
This week's Time Saver / Helpful Hint is:
"Appraise V8.02 has been released!"
You can learn more about this exciting NEW version by clicking on
NEW VERSION.
* We scheduled a training webinar on Tue, Jan 29 from 11:30a to 12:00p ET that you can register for by clicking TRAINING.
* Our
"Software" clients retrieve the new version, and other utilities, by clicking
DOWNLOAD.
Last week's Time Saver / Helpful Hint topic was:
"Heckerling Institute on Estate Planning
"
You can access the eNewsletter by clicking
HERE.
We encourage and appreciate any
FEEDBACK you have.
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We're going to be at Heckerling 2019. Will you be there too?
We will be exhibiting at the annual Heckerling Institute on Estate Planning in Orlando.
Please stop by our booth,
#501 by the registration desk, to see the
innovative solutions we are bringing this year. They include:
1. Estate, Gift, & Trust Tax Valuations:
in full compliance with the stringent IRS regulations. These reports, which have been deemed acceptable for use by the IRS, are available in multiple delivery options to reflect the different ways people work. Additionally, in lieu of manually entering the assets, the data can be imported from a file, priced for security values and accruals, and exported in a variety of formats. Users can value one or multiple portfolios at a time. Alternate valuations have built in intelligence to avoid manual error when posting transactions between the date of death and alternate date.
2. 1040/1041 Income Allocator:
is a powerful, time saving tool for professionals who prepare date of death valuations and are also responsible for preparation of a decedent's personal income tax returns and estate or trust fiduciary income tax returns. It calculates and prorates the income to a decedent's final income (Form 1040) and trust/estate (Form 1041) tax returns for a calendar or fiscal year. You can create a new portfolio or import an existing date of death portfolio.
3. Dividend Reinvestor:
calculates the cost basis, market value, and capital gains (losses) for dividend reinvestment plans, automatically adjusting for stock splits. The user provides the purchase and end date, the share amount, and price per security or total transaction value. Additional purchases and sales can also be included. You can start with your current holdings or initial purchase.
4. Capital Changes & Cost Basis:
historical cost basis with tax allocation factors, corporate actions, transfer/paying agents, cost basis calculator, and reverse family tree. For small and mid sized tax preparation companies who are overpaying for these services, APPRAISE Plus is a pay as you go alternative which provides more information at a lower price.
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Complimentary Webinar
We instituted a
complimentary webinar series to enable our subscribers to receive concise instruction on issues and ideas affecting our industry without having to leave your office.
Our next webinar:
"Appraise v8.02 training"
is scheduled for Tue, Jan 29 from 11:30a to 12:00p ET.
Here is a synopsis:
Appraise v8.02, the successor to Appraise v8.01 released in June, will be ready for download and installation this month. Our Software as a Service clients receive all updates automatically.
We suggest all of our clients, regardless of the version they are on, upgrade as soon as possible because this release has quite a few valuable enhancements. Additionally, versions prior to 8 are no longer being updated or supported.
CLICK HERE TO REGISTER
Prior Webinars:
You can access recordings of our prior webinars by going to our YouTube channel
ESI-APPRAISE.
These 20-30 minute webinars include industry related topics and APPRAISE how to videos.
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Upcoming Events
Events we are coordinating (all times are ET):
- Jan 18: System maintenance from 5:30p to 9:00p
- Jan 21: Martin Luther King day holiday (NYSE & ESI holiday)
- Jan 29: Complimentary webinar (click HERE for detail)
Events we are attending:
- Jan 23: Estate Planning Council of Bergen County meeting
- Jan 31: Estate Planning Council of New York City meeting
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Subscriber Feedback
We want to make it easy for our subscribers to give us feedback. Please click
here if you want to contact us.
Here is a recent testimonial from a client.
"Wonderful working with you. And your help and expertise through the process was invaluable. Many thanks."
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