Answering clients’ estate planning questions this December

December 14, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

Synopsis: Since the election, some clients with taxable estates have been asking, does it still make sense to move forward with estate planning steps formulated earlier in the year when they thought there might be an electoral "blue wave," given that Republicans will keep control of the Senate if they win either of two Georgia Senate runoff races being held Jan. 5. In other words, should clients continue with their preelection plans to transfer wealth?

Weekly Time Saver & Helpful Hint

"Preparing a list of nearly 500 securities for valuation"

We recently received this question:

"I need to prepare a list of nearly 500 stocks for an Appraise report. I have an excel file that has all of the CUSIPs. Is there a way to import from this excel file into Appraise?"

Here is the answer we gave.

"Yes. Download our Universal Import program. You will need to run the set up and set your source directory and destination directory(Appraise data folder). If this sounds complicated please give us a call and we will walk you through it."

If you would like to discuss your securities valuations with us, please CONTACT US.

Last week's topic was:

"Gift Tax Valuations"

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

Service of the Month: APPRAISE in the Cloud - SaaS

Appraise.SaaS is our Software as a Service solution. It allows you full access to our complete software package with one simple click of a button. The only requirements are a web browser, username, password, and download of a Citrix applet.

All portfolio information is stored on your computers. There is no software installation necessary, so you can quickly enter, process, and print portfolios as if the program existed on your desktop. The Appraise application will be expertly hosted & maintained on our secured servers, while for your convenience, your portfolios will be stored on your desktop computer or file server.

This technology not only eliminates the task of installing, but it also eliminates the time-consuming task of upgrading. With SaaS, Evaluation Services can add new enhancements and apply any necessary "fixes" without the need to release new versions of our traditional software package. You will always be running the latest version from our servers.

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 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 on your computer; internet connection to access data

· APPRAISE.ASP: Our software as a service (SaaS) solution:

Software on our computer, data on your computer for security
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

· ESI-Direct: ONESOURCE Trust & Estate securities without valuation software

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

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

Upcoming ESI-APPRAISE Events

Dec 17: (5:00p ET) System Maintenance - all online services unavailable.
Dec 24: Early (2:00p ET) close for Christmas holiday
Dec 31: Early (2:00p ET) close for New Year holiday

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com