‘The Good, The Bad And The Ugly’ Of The SECURE ACT

February 17, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

The Good, The Bad, and The Ugly

Synopsis: "Many moviegoers remember the classic western movie starring Clint Eastwood, entitled The Good The Bad and The Ugly. This movie title seems appropriate for the outcomes of the passage of the SECURE Act, (an acronym for Setting Every Community Up for Retirement Enhancement), which was passed by the House in the summer and the Senate on Dec 19th. It was then was rolled into the $1.4 trillion Further Consolidated Appropriations Act, 2020 and signed by Trump on Dec 20th."

Interested in what the financial markets are doing?

Click HERE for up to date information.

Time Saver & Helpful Hint

This week's topic is:

"Do I really need to install software?"

Earlier this month, we explained how our Appraise.ASP, software as a service clients, never need to initially install software or subsequent updates. Additionally, the data is stored locally so it is always secure.

Since then, we had another query from a client who wants to add a lot of new users. They asked, "what's the process?" We informed them that the software needs to be installed on each workstation. But, if they migrated to our Appraise.ASP software as a service delivery model instead, all each user would need is a browser and access to the locally stored data.

If you want to learn more about Appraise.ASP, please sign up for our February 27 webinar of the month later in this eNewsletter.

No installation, Always Current, Always Secure...that is the Appraise.ASP promise .

The previous topic was:

"Always Current, Always Secure"

You can access the eNewsletter by clicking HERE .

Webinar Of The Month

In this week's Time Saver & Helpful Hint, we discuss our

"No Installation, Always Current, Always Secure"

Appraise.ASP software as a service delivery method.

The best way to see how this innovative technology can make your company more efficient and competitive is to see a live demonstration. We have scheduled a free webinar for Thursday, February 27 from 11:30a-12:00p ET.

You can REGISTER by clicking HERE .

How do I generate an ESI-APPRAISE valuation?

Here's how you can generate a valuation with us (see below):

1. Secure online solutions (You produce the report and save money)

· APPRAISE Windows: Software on your computer; internet connection to access the data

· APPRAISE ASP, our software as a service (SaaS) solution:

- Software on our computer - data on yours; no installation, upgrades, and data is secure

- Always running current version

- Easy to add and remove users

- More applications than software including cost basis for DRiPs.

· APPRAISE Web: Internet using credit card; can be run from anywhere/any platform

· ESI-Direct: No software; value your ONESOURCE securities using the internet from FPS

2. Outsourcing solution (we have the expertise, do the work, and save you time):

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

If you would like more information, please

- email accountinfo@appraisenj.net

- call 201.784.8500 x104

Upcoming Events

Subject to change;

check here regularly

Events we are coordinating:

- Feb 17: ESI & NYSE President's Day holiday

- Feb 20: System maintenance beginning at 5:00p ET. All online services will be unavailable for a few hours.

- Feb 27: Webinar: "Introduction to Appraise.ASP"

Events we are attending:

- Feb 19: Estate Planning Council of Bergen County meeting

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Evaluation Service Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com