August 17, 2021 "Time Saver & Helpful Hint" eNewsletter

Time Saver

"Another State Ditches Its Death Tax While Potential Backdoor Federal Estate Tax Looms"

Synopsis: In a sign of the political divide over death taxes, Iowa is repealing its inheritance tax, with a phased-in reduction of the tax bite retroactive to January 1, and full repeal as of January 1, 2025. Iowa’s inheritance tax repeal comes along while proposed federal death tax changes could mean many more estates will face federal taxes at much lower wealth levels.

You can read the article by clicking HERE.

Last week's article was:

"Tax Planners Brace For Fierce IRS Enforcement Push"

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

Helpful Hint

"Month end invoices by email"

We send out our invoices, for any month you use our services, by email, the second week of the following month.

You then have the option to pay by ACH, check, or credit card.

Last week's topic was:

"Web Appraise - Valuations in the Cloud"

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

Upcoming Events (all times are eastern time zone)

August 19: (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.

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