Weekly "Industry News & Helpful Hint" eNewsletter

April 19, 2022 "Industry News & Appraise Helpful Hint" eNewsletter

Industry News

This week's feature article is:

"Don’t Throw Away a $12.06M Estate Tax Exemption by Accident"

Synopsis: Many married couples fall into the “portability trap.” They fail to file an IRS form after one spouse dies and accidentally forfeit a massive federal estate tax exemption.

You can read the article by clicking

HERE.

Last week's feature article was:

"Biden 2023 Green Book Part 3: Trust and Estate Administration"

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

Appraise Helpful Hint

This week's topic is:

"Why you should take a look at Appraise SaaS?"

Here are a few reasons you should consider taking a closer look at Appraise SaaS, our Software as a Service solution.

You get the updates automatically! Just log in with your account number and you're all set.
SaaS installations only require one time information technology certification. Once approved, new versions do not need to go through the certification process again.
Although we host the application, all of the data is stored by you to eliminate risk.
SaaS is scalable & portable. It is very easy to add, remove, & relocate users.

Send us an EMAIL if you have questions.

Last week's topic was:

"NASDAQ & NYSE Good Friday Holiday"

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

Upcoming Events (all times are eastern time zone)

Thu, Apr 21: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours

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

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

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.

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

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