Industry News and Helpful Hint eNewsletter

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

June 27, 2023

Trust & Estate News

This week's feature article is:

"Heirs Can Be Personally Liable For Estate’s Taxes"

(Excerpt from actual article):

The heirs of an estate can be liable to pay the estate or income taxes (and perhaps other obligations) of the estate.

You can read the article by clicking

HERE.

Last week's feature article was:

"An Estate & Trust Professional’s Four Takeaways From Tax Season 2023"

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

Helpful Hint

This week's topic is:

"New IRS Form 8971 product for Appraise clients"

This week's feature trust and estates article deals with beneficiaries. We have developed a new IRS Form 8971 product which imports Appraise portfolios and enables our clients to distribute the securities to the beneficiaries by percentage or dollar amount.

If you want more information, either call us at 201-784-8500 x103 or

EMAIL us.

Last week's topic was:

"Gift Tax Valuations"

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

Financial Market News

This week's topic is:

"The Weekly Fix: A Long Hot Summer for Bonds as Inflation Sizzles"

Excerpt (from actual article):

June has turned into a tough month for bonds. Investors are caught between their rock-hard consensus that rates will soon peak and the hard place of central banks that keep hiking to try and tame inflation.

You can read the article by clicking HERE.

Upcoming Events

Mon, Jul 3: NASDAQ & NYSE markets closing at 1:00p for the Fourth of July holiday. We will be closing at 1:00p ET as well.
Tue, Jul 4: NASDAQ & NYSE markets closed for the Fourth of July holiday. We will be closed as well

Maybe there is a better way!

Why don't you ask us about your stock and bond valuations for trusts & estates?

Maybe there is a better way than how you are doing them now!

Keep reading for a list of valuations we provide and how you can get them.

If you want more information, either call us at 201-784-8500 x103 or

EMAIL us.

There is no risk in asking, only possibilities.

These are the valuations we provide and how you can get them.

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com