Industry News and Helpful Hint eNewsletter

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

February 13, 2024

Trusts & Estates News

This week's Trust and Estate article is: "The IRS Is Recruiting an Army to Take on Wealthy Taxpayers"

(Excerpt from actual article):

It's focusing on recruiting those with specialized tax expertise.

You can read the article by clicking

HERE.

Last week's Trust & Estate article was: "New House GOP Bill Repeals Estate Tax"

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

Helpful Hint

This week's Helpful Hint is:

"The IRS is investing in compliance. Are you ready?"

This week's Trusts & Estates article states, "While the IRS’s recruiting efforts in 2023 were mostly targeted at hiring customer service personnel, it is now focusing on those with specialized tax expertise. “In the last few months, we’ve just started hiring external field agents—the revenue agents we need at the higher grades to get to training on these high-income, high-wealth cases.”

If you are not using ESI-APPRAISE for your estate and gift tax valuations, maybe you should be. We are in full compliance with the stringent IRS regulations.

Last week's Helpful Hint was:

"APPRAISE Software as a Service"

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

If you want to speak with us, please:

call: 201-784-8500 x111

email: customerservice@appraisenj.net

Weekly Financial Market Review

Our business resides at the intersection of trust & estate law as well as financial data reporting.

We make it easy for our clients to stay current on financial market news by making a weekly market recap available by clicking HERE.

Upcoming Events

(Subject to change - please monitor regularly)

Mon, Feb 19: President's day holiday. Financial markets and ESI-APPRAISE closed.
Thu, Feb 22: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.
Fri, Feb 23: The office will open at (10:30a ET). All online services will still be available.

Maybe there is a better way?

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

Maybe there is a better way than how you are doing them now? We've been providing these valuations since 1985 and have experience and insight.

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

If you want to speak with us, please:

call: 201-784-8500 x111

email: customerservice@appraisenj.net

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. Additionally, ESI-Appraise offers a broad range of global securities and related financial data from all major markets and exchanges.

How can I get a valuation from ESI-APPRAISE?

We provide our clients with a wide array of options to get their valuations from us.

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