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

February 25, 2025

This week's Helpful Hint is:

"Alternate Valuations"

This week's Trusts & Estates article, "Navigating the Form 706," mentions alternate valuations as a possible common mistake and important election. Did you know that our outsourcing, software, software as a service, and web products enable you to include transactions between the date of death and alternation valuation date on our reports?

If you have questions, you can EMAIL US for more information.

Last week's Helpful Hint was:

"Do I have to manually enter securities or can I automate the process?"

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

We explain the six ways we have for obtaining valuations from us in the "Is there a better way to prepare your valuations?" section of this eNewsletter. There are online and outsourcing services.

Our business resides at the intersection of trust & estate law as well as financial data reporting.

We make it easy for our clients to stay current on financial market news by making a weekly market recap available by clicking HERE.

• Feb 24-26: We will be exhibiting at the American Banker's Association Wealth Management Conference. If you are attending, please stop our booth, #504, to say 'hello' to us.

Is there a better way to prepare your valuations?

Why don't you consider us for your stock and bond valuations for trusts & estates? Maybe there is a better way than how you are doing them now?

We've been providing these valuations since 1985 and have experience and insight. Our pricing universe contains millions of US and foreign securities with corresponding decades of history. We can speak with you to potentially identify ways to improve accuracy, productivity, and output.

1. Secure online solutions (You do the work to save money.):

• APPRAISE.API: a secure interface that streamlines portfolio pricing. This is done by allowing clients to program directly from their trust system into our proprietary pricing system and customize it for their reporting needs. No personal or client data is exchanged. This can be a way to cut costs, improve efficiency, and improve your processing metrics.
• APPRAISE.Web: A web-based application, accessed through any browser, that provides stock and bond valuations for estate, gift, and trust tax. Portfolios are saved to your account and accessible wherever you are, on any device.
• APPRAISE.Software: Our proprietary software that has been serving our clients since 1985. Install it on any computer and get the estate, gift, and trust tax valuations you need quickly, accurately, and securely.
• APPRAISE.SaaS: Software as a Service (SaaS) means we host the software, which you access via the internet, and you store your data locally on your computer. This benefits you and your information technology group because a hybrid solution takes the best of software and web and combines them. You're always running the current version and do not need to install updates. Your portfolio data is stored securely on your computers. It's easy to add and remove users. The underlying technology is Citrix.
• ESI-Direct: Thomson Reuters ONESOURCE Trust & Estate securities valuations without valuation software. Everything is done from within the Accounting or 706, reducing steps, saving time, and increasing accuracy.         

2. Outsourcing solution (We do the work and save you time.):

• Valuations can be submitted/delivered via email, fax, overnight courier, or mail. Click HERE for an order form.

Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784-8500

newappraiseesi.com