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

November 22, 2022

Trust & Estate Industry News

This week's feature article is:

"Putting a Face on America’s Estate Tax Returns"


Excerpt (from actual article):

Supporters of the federal estate tax often defend it by saying that “because it only affects the heirs of the wealthiest Americans—fewer than one in 1,000 estates—the estate tax is the most progressive part of the tax code.”

Despite the relatively small number of estates that pay the tax, there are real people behind these returns. Recently released data from the IRS puts a face on who filed estate tax returns in 2021 and who ultimately paid those estate taxes. 


You can read the article by clicking

HERE.


Last week's feature article was:

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


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

ESI-Appraise Helpful Hint

This week's topic is:

"Cash Entries"

You can include cash positions in your ESI-Appraise valuations, in addition to the publicly traded issues, by manually pricing the security yourself. Please click HERE for instructions.


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:

"Appraise Online Solutions"


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

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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
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  • 1040/1041 Income Allocation for Calendar or Fiscal Year
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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.
  1. You're always running the current version and do not need to install updates.
  2. It's easy to add and remove users
  3. It has more reports and features than traditional desktop software
  4. You store your data securely on your computers.
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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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