Estate Planning: Risk Management Through Continuity Planning & "Share Splitter" webinar

August 10, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

Beyond Estate Planning: Risk Management Through Continuity Planning

Synopsis: Estate planning narrowly focuses on avoiding taxation when ownership of a family enterprise is transferred. Continuity planning is part of the risk management process of the family enterprise by 1) developing scenarios for medium- and long-term planning, 2) measuring the processes, leadership and resources needed to sustain the Continuity of ownership and control, and 3) modeling the dynamics within the family enterprise systems over time. Implementation of the plan reduces the impact of foreseeable risks, adapts to unexpected change, and takes advantage of future opportunities.

Interested in what the financial markets are doing?

Click HERE for up to date information.

Time Saver & Helpful Hint

This week's topic is:

"Share Splitter"

One of our clients recently had a situation where the securities requiring valuation had to be split into three separate portfolios by percentages to complete an inheritance tax return. Our new program, "Share Splitter", automated this manual process improving accuracy and saving time. We are hosting a webinar on Wednesday, August 19, to introduce this product. You can sign up in the "Webinar of the Month" section of this eNewsletter.

Last week's topic was:

"ESI-APPRAISE Youtube channel"

You can access the eNewsletter by clicking HERE.

Webinar of the Month

Our August 2020 Webinar of the Month is..."Share Splitting"

As we mentioned in the "Time Saver & Helpful Hint" section of this eNewsletter, one of our clients recently had a situation where the securities requiring valuation had to be split into three separate portfolios by percentages to complete an inheritance tax return. Our new program, "Share Splitter", automated this manual process improving accuracy and saving time. This webinar will provide an introduction to this easy to use product.

Our complimentary webinar is scheduled for Wednesday, August 19, from 11:30a to 12:00p EDT. You can REGISTER for the webinar 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.

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 for Dividend Reinvestment Plans & Equities
1040 / 1041 Income Allocation to Calendar or Fiscal Year based on date of death

How can I get a valuation from ESI-APPRAISE?

1. Secure online solutions (You do the work, using our tools, and save money)

· APPRAISE Windows: Software on your computer; internet connection to access the data

· APPRAISE ASP, our software as a service (SaaS) solution:

Software on our computer, data on your computer for security and peace of mind
Always running the current version eliminating the need to install updates
Easy to add and remove users
More reports and features than traditional, desktop installed, software

· APPRAISE Web: Internet using credit card; can be run from anywhere/any platform

· ESI-Direct: No software; value your ONESOURCE securities using the internet from FPS

2. Outsourcing solution (We have the expertise, do the work, and save you time):

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

Upcoming ESI-APPRAISE Events

Aug 19: Monthly webinar (11:30a ET)
Aug 20: System Maintenance (5:00p ET)

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

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