Industry News and Helpful Hint eNewsletter

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

January 17, 2023

Trust & Estate Industry News

This week's feature article is:

"Inflation Reset Lets Wealthy Americans Give Heirs More Tax-Free"

Excerpt (from actual article):

"The US lifetime estate-and-gift tax exemption is up to almost $26 million for married couples after the highest inflation in decades adjusted the threshold."

You can read the article by clicking

HERE.

Last week's feature article was:

"Estate Planning Techniques in a High-Interest-Rate Environment"

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

ESI-Appraise Helpful Hint

This week's topic is:

"Fiduciary Accounting Valuations"

Did you know you can use our valuations for fiduciary accounting reporting? We have access to high/bid, low/ask, close, and mean prices.

If you want more information about our pricing universe, please call us at 201-784-8500 x111 or email us at customerservice@appraisenj.net

Last week's topic was:

"Reducing the time required to process valuations"

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

ESI-APPRAISE Upcoming Events

None Announced

Are you the correct recipient of this eNewsletter?

Perhaps your coworker or colleague would benefit from the information contained in this eNewsletter. Please feel free to share it with them. They can then sign up for their own subscription by clicking on the link below.

You can 'Safely Unsubscribe' by clicking on the link at the bottom of this eNewsletter.

Thank you for subscribing and allowing us to serve you.

Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com