"Trust & Estate Industry News & Appraise Helpful Hint" eNewsletter

December 6, 2022

Trust & Estate Industry News

This week's feature article is:

"How To Plan Now For The Higher 2023 Gift, Estate And GST Exemption"


Excerpt (from actual article):

"The gift, estate and generation skipping transfer (“GST”) tax exemption will increase substantially in 2023. What does that mean for your estate planning?"


You can read the article by clicking

HERE.


Last week's feature article was:

"Income tax, charity and estate planning strategies for cryptocurrency and other digital assets"


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

ESI-Appraise Helpful Hint

This week's topic is:

"Have you considered having us prepare your valuations for you?"

Our outsourcing service is ready to help you. Just print out our order form, fax or email it, and let our dedicated professionals process it promptly. This frees you up to serve your clients doing what you do well while we serve you doing what we do well.

For more information, send us an email, or call us at 201-784-8500 x111.


Last week's topic was:

"Streamlining the Charitable Remainder Unitrust (CRUT) Valuation Process"


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

Upcoming Events You Should Be Aware Of
  • Mon, Dec 26: NASDAQ & NYSE closed for Christmas holiday. We are closed as well.
  • Tue, Dec 27: We will be performing significant system upgrades and online services will be unavailable for most of the day.
  • Thu, Dec 29: Customer Service & Technical Support will open at 10:00a ET instead of our usual 8:30a.
  • 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.
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.
  1. You're always running the current version and do not need to install updates.
  2. It's easy to add and remove users
  3. It has more reports and features than traditional desktop software
  4. 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.

Click HERE for an order form.

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Evaluation Services, Inc.
180 OLD TAPPAN ROAD,
BUILDING 4, OLD TAPPAN, NJ 07675
(201) 784 8500
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Evaluation Services, Inc. | 180 OLD TAPPAN ROAD, BUILDING 4, OLD TAPPAN, NJ 07675
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