The estate tax section of this week's feature article discusses how, though very few estates were subject to the tax in 2018, the current law sunsets in 2025 and taxable wealth can be preserved by transferring it to a trust.
Many of our clients, who are already utilizing trusts in their practice, use ESI-APPRAISE to value these as needed. Though our standard reports can be applied to most situations, we've also added valuations specifically designed for GRATs & CRUTs.
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Solution Of The Month
"APPRAISE Plus for Capital Changes & Cost Basis"
We 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.
Last month's webinar explained how the product works and you can access the recording by clicking HERE.
Monthly Webinar
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:
"April's almost here. Are you ready for Financial Literacy Month?"
is scheduled for Wed, Mar 27 from 11:30a to 12:00p ET.
Here is a synopsis:
Research tells us that young people, middle aged and older people know they need 'financial knowledge' but aren't sure what it is. This is a big part of the reason why so many people are on the verge of running out of money before their life expectancy, and that more than half of our adults in America an up-to-date financial plans to protect themselves and their families.
If we can alert, educate, motivate, and assist these 120 million America's to get their financial house in order that will create a significant amount of new quality business for estate planning attorneys, CPA's, wealth managers, trust officers, and many other financial service and nonprofit professionals.
If you are interested in learning ways you can grow your business while solving a major social challenge register to attend our complimentary. Click HERE to register for this interesting and enlightening presentation.
Last month's webinar:
You can access a recording of last month's webinar,
