Industry News, Helpful Hint, & Upcoming Events eNewsletter

"Industry News, Helpful Hint, & Upcoming Events" eNewsletter

December 27, 2022

Trust & Estate Industry News

This week's feature article is:

"Start A Challenging Estate Planning Conversation"

Excerpt (from actual article):

"The holiday season is a time of family and reflection as we all are a year older. For the children of older parents there is also a question of how well their parents are able to manage their assets. This especially true when one or both parents are the founders of a family-owned business. Now may be the time to start the conversation on what to do and how to do it on management of assets into the future. Here are a few questions you might consider."

You can read the article by clicking

HERE.

Last week's feature article was:

"9 Ways Estate Planning is Different in 2022"

You can read last week's 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. 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

ESI-Appraise Helpful Hint

This week's topic is:

"Stock Market Holidays in 2023"

What are the stock market holidays for 2023? You can answer the question of when is the stock market open or closed at any point throughout 2023 with our handy guide to the schedule of stock market and bond market holidays across the next 12 months.

You can view the list by clicking HERE.

When there is an exchange holiday, we follow all of the applicable IRS regulations.

If you need a valuation, or have any other question, please call us at: 201-784-8500 x111.

Last week's topic was:

"Cost Basis for Dividend Reinvestment Plans"

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

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 on any operating system.
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
Universal Import: A utility which enables users to create portfolios from comma delimited or Excel files in lieu of manually entering CUSIP/Ticker and shares.

2. Outsourcing solution (We do the work and save you time.): Valuations can

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

ESI-APPRAISE Upcoming Events

Thu, Dec 29: Customer Service & Technical Support will open at 10:00a ET instead of our usual 8:30a.
Fri, Dec 30: we will be closing at 3:00p for the New Year's Day holiday. All online services will be available.
Mon, Jan 2: NASDAQ & NYSE closed for New Years holiday. We are closed as well.
Mon, Jan 9 - Fri, Jan 13 we will be exhibiting at the Heckerling Institute on Estate Planning. Come by and visit us.

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

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