Feb 2, 2021 "Time Saver & Helpful Hint" eNewsletter

February 2, 2021 "Time Saver & Helpful Hint" eNewsletter

Weekly Time Saver / Helpful Hint

"Estimated Bill"

Our software and sofware as a service (SaaS) clients have the option of generating an estimated bill when they print a portfolio. The official invoice, containing all itemized activity for the month, is sent by email the first week of the next month.

Our web clients get to see the fee for each security before they send it for pricing.

Last week's topic was:

"Mutual Fund Pricing for Estate & Gift Tax Valuations"

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

Weekly Trusts & Estates News Update

"The Estate Tax May Change Under Biden, Affecting Far More People"

Synopsis: In contrast to previous changes, the tax code could be modified in a way that affects everyone who has something of value to leave to heirs.

Click HERE to read the article.

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 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 on your computer; internet connection to access data

· 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. This benefits you and your information technology group because:

You're always running the current version and do not need to install updates.
It's easy to add and remove users
It has more reports and features than traditional desktop software
You store your data securely on your computers.

· ESI-Direct: ONESOURCE Trust & Estate securities valuations without 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

Feb 11: (5:00p ET) System Maintenance - all online services unavailable.
Feb 15: President's Day NYSE & NASDAQ holiday (ESI closed)

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com

editor@appraisenj.net