Estate Tax Resources

July 10, 2018 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

This week's feature article is:

Estate Tax Resources

Here is an excerpt from the article:

"This month's column explores free estate tax resources from the AICPA, the IRS, and others, to assist CPAs in providing estate tax planning services."

You can access the complete article by clicking HERE.

Last week's feature article was:

Kate Spade, Anthony Bourdain And Estate Planning When You Are Separated

You can access the complete article by clicking HERE.

Time Saver / Helpful Hint

This week's topic is:

"Is there a way to create APPRAISE portfolios without typing everything in?"

One of the topics of our recent June "Introduction to APPRAISE v8.01" webinar was a way to eliminate the manual input of CUSIPs/Tickers, shares, portfolio ID, portfolio name, and valuation date. This obviously saves a tremendous amount of time and improves accuracy. UNIVERSAL IMPORT, which is bundled with APPRAISE v8.0.1, allows you to create new portfolios from comma delimited files. Frequently, these files are extractions from trust systems like Global Plus.

If you want to learn more, please contact us.

Last week's Time Saver / Helpful Hint topic was:

"What is a collateralized loan obligation"

You can access the eNewsletter by clicking HERE.

Complimentary Webinar

We instituted a complimentary webinar series to enable our subscribers to receive concise instruction on issues and ideas affecting our industry without having to leave your office.

Our next topic:

"Introduction to...

APPRAISE v8, including EZPrice & Basis$earch"

is scheduled for Wed, July 25 from 11:30a to 12:00p ET.

Even if you cannot attend the webinar, you will receive a recording.

Here is a synopsis:

APPRAISE Version 8.01, our newest version, was released the first week of June. There are plenty of exciting new features we want to introduce you to. Click HERE to learn more.

*** All prior versions of APPRAISE will no longer be supported after September 30 ***

Click HERE to register for the webinar.

Upcoming Events

Events we are coordinating (all times are ET):

- July 13: System Maintenance beginning at 5:00p

(all online services will be unavailable till Saturday)

- July 25: Complimentary webinar (11:30a - 12:00p)

(see webinar section above for more information)

Events we are attending (all times are ET):
- July 12: Estate Planning Council of New York City meeting

Who is ESI-APPRAISE (Evaluation Services)?

Evaluation Services, the developers of APPRAISE, provides stock and bond valuations which exceed the stringent IRS requirements for Estate, Gift, & Trust tax returns and follow Generally Accepted Accounting Principles. We also perform capital change reporting, cost basis calculations, historical portfolio and exception list pricing.

We offer both outsourcing (full service) and technology driven (self-service) solutions which interface with third party applications.

Outsourcing your valuations to us frees you up to focus exclusively on your most important tasks. Just complete our order form and send us a list of holdings. Then, leave the work to us.

Our self-service solutions include: software, which is an older way to deploy technology, as well as state of the art "software as a service" and web based applications. The newer apps are especially popular because they are easy to implement, always current, scalable, and require minimal support from your technology departments.

You can pay your invoices by check, credit card, or electronic fund transfer. We back all of this up with first class customer service and fair pricing.

Why not give us a try? Click here for a list of solutions.

Customer Feedback

We want to make it easy for our clients to give us feedback. Please click here if you want to contact us.

Evaluation Services Inc. | 201.784.8500 | Email | Website

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