Feb 23, 2021 "Time Saver & Helpful Hint" eNewsletter

February 23, 2021 "Time Saver & Helpful Hint" eNewsletter

Weekly Time Saver / Helpful Hint

"What's Your Crystal Ball Saying?"

This column written by the Financial Awareness Foundation

Remember the fairy tales about a Crystal Ball that could see into the future? We don’t have a crystal ball, but it's proven that the earlier you know what others are thinking and doing, the earlier you will get in on the future of investments that will affect people both negatively and positively. Both present opportunities!

So, until your Crystal Ball comes into focus, let us help you see into the future by taking the 4^th annual CPA / Wealth Advisor Confidence Survey™ by clicking on this link:

https://www.surveymonkey.com/r/3T836CB

It takes 5 minutes to complete and we’ll share the results with you once compiled at no cost to you.

The survey designed around wealth advisors' thoughts on the economy, improving financial awareness and financial literacy, and what’s working and what’s not within their practice management. We think this is a valuable insight / contribution to financial service professionals to assist them in building their practice and to better serve the public.

Last week's topic was:

"IRS Regulations For President's Day Holiday Estate Tax Valuation"

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

Weekly Trusts & Estates News Update

"Should A SLAT Be Part Of Your Estate Planning?"

Synopsis: If you have been thinking about making large gifts to take advantage of the current $11,700,000 lifetime federal estate tax exemption, you have probably been contemplating a spousal lifetime access trust, commonly known as a SLAT.

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 to retrieve pricing 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.
This hybrid solution takrs the best of software and cloud and combines them.

· 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

No events scheduled at this time

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Evaluation Services, Inc.

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BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

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editor@appraisenj.net