Apr 6, 2021 "Time Saver & Helpful Hint" eNewsletter

April 6, 2021 "Time Saver & Helpful Hint" eNewsletter

Weekly Time Saver

"Good Friday Holiday Valuations"

While Friday April 2 was a stock market holiday, the bond markets were open. So, if the valuation date for an estate or gift tax return was Friday, April 2, this has to be accounted for in calculating fair market values. Our estate, gift, and trust tax valuations do this automatically for you by applying the relevant IRS regulations.

Last week's topic was:

"It’s just a matter of trying to meet customers where they are."

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

Weekly Helpful Hint

"Senate Democrats Are Coming for Stepped-Up Basis at Death"

Synopsis: Estate planners have mixed feelings about the proposed Sensible Taxation and Equity Promotion (STEP) Act.

Click HERE to read the article.

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:

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

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:

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.
This hybrid solution takes the best of software and cloud and combines them.

· ESI-Direct: ONESOURCE Trust & Estate securities valuations without software

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 ESI-APPRAISE Events

Apr 15: (5:00p ET) System Maintenance - all online services unavailable.

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com

editor@appraisenj.net