Feb 16, 2021 "Time Saver & Helpful Hint" eNewsletter

February 16, 2021 "Time Saver & Helpful Hint" eNewsletter

Weekly Time Saver / Helpful Hint

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

Monday, February 15, President's Day, was an NYSE and NASDAQ holiday. These are the IRS regulations we will be applying if the date of death falls on the long weekend.

Means are inversely weighted with respect to the number of trading days between the valuation date and pricing dates. Because neither Saturday, Sunday, nor Monday are trading days, the mean for a three day weekend Date-of-Death is the straight average between Friday and Tuesday. This is explained in IRS regulation 20.2031-2(b)1 which you can take a closer look at by clicking HERE.

Last week's topic was:

"Ticker Symbol & Capital Changes"

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

Weekly Trusts & Estates News Update

"Estate Planning Checklist: 5 Tasks to Do Now, While You’re Still Well"

Synopsis: Being prepared is going to feel great, you’ll see. As you work your way down the list, make sure you communicate your decisions with your loved ones.

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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