Industry News and Helpful Hint eNewsletter

"Trust & Estate Industry News & Appraise Helpful Hint" eNewsletter

November 15, 2022

Trust & Estate Industry News

This week's feature article is:

"IRS Announces Estate And Gift Tax Exemption Amounts For 2023"

Excerpt (from actual article):

The amounts exempt from federal estate and gift taxes are adjusted for inflation each year. The IRS has come out with the exemption amounts for 2023.

You can read the article by clicking

HERE.

Last week's feature article was:

"Super-Rich Americans Paid 97% More Estate Tax During Pandemic"

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

ESI-Appraise Helpful Hint

This week's topic is:

"Appraise Online Solutions"

We offer three online solutions for our clients:

Software: You install the software on your computer and your portfolios are kept there as well.
Software as a Service: We host the software on our computer and you store your portfolios on your computer.
Web: Software and portfolios stored in "the cloud".

Why don't you give us a try with one of your trust & estate valuations? Please call us at 201-784-8500 x107.

Last week's topic was:

"Estate & Gift Tax or EZPrice?"

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

Upcoming Events

Wed, Nov 23: (2:00p ET) early close for Thanksgiving Holiday.
Fri, Nov 25: (2:00p ET) early close for day after Thanksgiving holiday.

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.

IRS Form 706 Estate Tax
IRS Form 709 Gift Tax
Charitable Remainder Unitrust
Grantor Retained Annuity Trust
Domestic & Global Historical Pricing
Capital Changes
Cost Basis Calculator for Corporate Actions
Cost Basis Calculator for Dividend Reinvestment Plans
1040/1041 Income Allocation for Calendar or Fiscal Year

How can I get a valuation from ESI-APPRAISE?

1. Secure online solutions (You do the work to save money.):

APPRAISE Web: credit card or account #; can be run from anywhere/any platform
APPRAISE.Windows: software and data stored on your computer
APPRAISE.SaaS: our Software as a Service (SaaS) solution. SaaS means we host the software, which you access via the internet, and you store your data locally on your computer. This benefits you and your information technology group because a hybrid solution takes the best of software and cloud and combines them.

You're always running the current version and do not need to install updates.
It's easy to add and remove users
It has more reports and features than traditional desktop software
You store your data securely on your computers.

ESI-Direct : ONESOURCE Trust & Estate securities valuations without software
Universal Import: A utility which enables users to create portfolios from comma delimited or Excel files in lieu of manually entering CUSIP/Ticker and shares.

2. Outsourcing solution (We do the work and save you time.): Valuations can

be submitted/delivered via email, fax, overnight courier, or mail.

Click HERE for an order form.

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