August 6, 2019 "Time Saver & Helpful Hint" weekly eNewsletter 
You can access the complete article by clicking HERE.

Cost Basis related article:
The wealth tax that Democrats and Republican billionaires both support
Synopsis: "During Tuesday night's Democratic presidential debate, many of the candidates called for ending a favorite tax break of the rich. And now they have some unlikely allies: billionaire, conservative hedge fund managers."
You can access the complete article by clicking HERE.

Interested in what the financial markets are doing?
Click HERE for up to date information.
 
Who is ESI-APPRAISE & how can we help you with estates, gifts, trusts, and cost basis?
Click HERE to find out.
TSHH Time Saver & Helpful Hint
 
This week's Time Saver / Helpful Hint is:
"Did you know we interface with TEDec systems? "
Accurate estate and fiduciary accounting requires vendors with different expertise to work together. One of the companies we work with in this segment of our industry is TEdec systems. TEdec clients can value their assets easily using the bridge between our products. You can learn more about TEdec by clicking HERE.  
 
Last week's Time Saver / Helpful Hint topic was:
"Cost Basis Elections"
You can access the eNewsletter by clicking HERE.     
TSHH Solution Of The Month
 
"Do you have a DRiP problem? "
The feature cost basis article in our July 30 "Time Saver & Helpful Hint" eNewsletter explores the complexity of determining the cost basis for dividend reinvestment plans.
 
If you find yourself needing help determining the cost basis when a dividend reinvestment plan is in place, the ESI-APPRAISE Dividend Reinvestor can help. The Dividend Reinvestor calculates the cost basis, market value, and capital gains (losses) for dividend reinvestment plans, automatically adjusting for stock splits.

The user provides the purchase and end date, the share amount, and price per security or total transaction value. Additional purchases and sales can also be included. You can start with your current holdings or initial purchase. Click on SAMPLE REPORT for a closer look.  
 
 
Here's how you can generate a valuation with us:
 
1. Secure online solutions (You produce the report and save money):
·  APPRAISE Windows: Software installed on your computer; internet connection to access the data
·  APPRAISE ASP: Software on our computers - data on yours; no installation or upgrades required; can be accessed from any computer on your internal network 
·  APPRAISE Web: via the Internet using credit card or account number
·  APPRAISE ESI-Direct: No software; value your ONESOURCE securities using the internet                        
2. APPRAISE outsourcing solution (we do the work and save you time):
·  Valuations can be submitted/delivered via email, fax, overnight courier, or mail
 
If you would like more information, please
- call 201.784.8500 x104 
UpcomingEvents Upcoming Events

Events we are coordinating:
- Aug 22: Monthly system maintenance beginning at 5:00p EDT  
              (All online services will be temporarily unavailable)            
         
Events we are attending:    
 
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