Feb 9, 2021 "Time Saver & Helpful Hint" eNewsletter

February 9, 2021 "Time Saver & Helpful Hint" eNewsletter

Weekly Time Saver / Helpful Hint

"Ticker Symbol & Capital Changes"

The symbol UTX defaults to a UTX bond since the name change to Raytheon on 4-3-2020. You need to use CUSIP #913017109 instead. One of the services we provide is capital change data. Please EMAIL us if you need information about this.

Last week's topic was:

"Estimated Bill"

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

Weekly Trusts & Estates News Update

"Practitioners predict Biden's tax changes"

Synopsis: One thing’s for sure: President Joe Biden proposes tax hikes for wealthier taxpayers and for corporations, as well as unspooling other parts of 2017’s tax reform. What tax laws will change first, especially as the economy continues to struggle under the pandemic?

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 10: (5:00p ET) System Maintenance - all online services unavailable.
Feb 15: President's Day NYSE & NASDAQ holiday (ESI closed)

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