Industry News and Helpful Hint eNewsletter

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

February 14, 2023

Industry News

This week's feature article is:

"How to Help Middle-Rich Clients"

Excerpt (from actual article):

"Techniques to help minimize estate tax liability for the merely rich, without the cutting-edge strategies often used by the ultra-wealthy."

You can read the article by clicking

HERE.

Last week's feature article was:

"State Experimentation With Wealth Taxes"

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

Helpful Hint

This week's topic is:

"Setting up a webappraise account"

One of the options we offer our clients for estate and gift tax valuations, in addition to software and software as a service, is a web based solution. It's easy to set up a new account. All you need to do is go to webappraisenj.com and scroll down to "I do not have an account."

Last week's topic was:

"Regulations for preparing Alternate valuation date reporting"

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

Upcoming Events

Feb 18-20: We are upgrading our digital storage over President's Day weekend and all online services will be unavailable.
Mon, Feb 20: NASDAQ & NYSE closed for the President's Day holiday. We are closed as well.

These are the valuations we provide and how you can get them.

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com