February 5, 2019 "Time Saver & Helpful Hint" weekly eNewsletter 
WeeklyNewsWeekly News Update  
 
You can access the complete article by clicking HERE.
 
Finance & Markets eNewsletter
You can access the complete article by clicking HERE .
 
Who is ESI-APPRAISE & how can we help you?
Click HERE to find out.
TSHH Time Saver & Helpful Hint
 
This week's Time Saver / Helpful Hint is:
"Appraise v8.02 has been released!"
Appraise v8.02, the successor to Appraise v8.01 released in June, has been released!  
We suggest all of our clients, regardless of the version they are on, upgrade as soon as possible because v8.02 has quite a few valuable enhancements and versions prior to 8 are no longer being maintained. Our "cloud" and "software as a service" clients received the new version automatically and did not have to go through a download and install process.  
 
Last week's Time Saver / Helpful Hint topic was:
"Wealth Confidence & Best Practices Survey "
You can access the eNewsletter by clicking HERE.     
 
Thank you for subscribing to our eNewsletter and allowing us to serve you.  
We encourage and appreciate any FEEDBACK you have. 
Webinar
Webinar"Introduction to..." Webinars

We instituted a complimentary webinar series to enable our subscribers to receive concise and timely instruction on issues and ideas affecting our industry without having to leave the office.

Our next webinar: 
"Introduction to...Capital Change Reporting & Cost Basic Calculations" 
is scheduled for Wed, Feb 27 from 11:30a to 12:00p ET.

Here is a synopsis:
ESI-APPRAISE has partnered with Intercontinental Exchange (ICE) to provide historical cost basis with tax allocation factors, corporate actions, transfer/paying agents, cost basis calculator, and a reverse family tree. For small and mid sized tax preparation companies who are overpaying for these services, APPRAISE Plus is a pay as you go alternative which provides more information at a lower price.   
 
 CLICK HERE TO REGISTER FOR THE WEBINAR   
    
Prior Webinars:
You can access recordings of our prior webinars by going to our YouTube channel
ESI-APPRAISE.
These 20-30 minute webinars include industry related topics and APPRAISE how to videos.  
UpcomingEvents Upcoming Events

Events we are coordinating:
- Feb 15: System maintenance beginning at 5:30p ET 
- Feb 27: Complimentary webinar (click HERE for detail) 
 
Events we are attending:    
- Feb 13: Greater New Jersey Estate Planning Council meeting
  (Topic is: Asset Protection...The Ultimate IPO)   
 
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