Apr 20, 2021 "Time Saver & Helpful Hint" eNewsletter

April 20, 2021 "Time Saver & Helpful Hint" eNewsletter

Weekly Time Saver

"Appraise in the Cloud"

We received quite a few queries about our web product - webappraisenj.com.

People seem to like it because it can run on Apple or Windows and is accessible from anywhere with just a browser.

If you're not familiar with it, you might want to take a closer look by clicking HERE.

Last week's topic was:

"ESI-APPRAISE Invoices"

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

Weekly Helpful Hint

"Wealthy Should Act Now to Prepare for Bernie Sanders’ Estate Tax Proposal"

Synopsis: Anyone with an estate of $3.5 million or more should think about getting in line now to talk to an estate professional, because offices everywhere are busy dealing with proposed changes on our tax and gift policies.

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 22: (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