Making Better Use of Transfer Tax Exemptions & Gift Tax Valuations

August 24, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

Making Better Use of Transfer Tax Exemptions

Synopsis: There are still clients who may well have issues of actually incurring gift or estate tax. Transfers to grandchildren may also be an issue, but generation-skipping, the GST tax, is not our focus here. If transfer taxes are an issue, there is also the annual gifting concept – taking advantage of the $15,000 annual gift tax exclusion for gifts of present interests.

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Time Saver & Helpful Hint

This week's topic is:

"Estate and Gift Tax Valuations"

This week's weekly news article says, "There are still clients who may well have issues of actually incurring gift or estate tax."

ESI-APPRAISE can help you with either of these tax filings. Our securities valuations are in full compliance with the stringent IRS regulations for estate and gift tax returns.

Click HERE to see a sample GIFT TAX valuation.

Last week's topic was:

"Have us prepare your valuations"

You can access the eNewsletter 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 27: 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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