Industry News and Helpful Hint eNewsletter

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

February 6, 2024

Trusts & Estates News

This week's Trust and Estate article is: "New House GOP Bill Repeals Estate Tax"

(Excerpt from actual article):

House Republicans have introduced new legislation to repeal the estate tax and generation-skipping transfer tax.

You can read the article by clicking

HERE.

Last week's Trust & Estate article was: "Live from Heckerling: Modern Estate Administration"

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

Helpful Hint

This week's Helpful Hint is:

"APPRAISE Software as a Service"

Last week, we applied a patch to the Citrix technology which supports APPRAISE Software as a Service.

APPRAISE Software as a Service (SaaS) is our proprietary APPRAISE software, bundled with additional features, and hosted online for your convenience. It is accessible through a browser and there are no installs or updates to worry about. Portfolios are still saved locally for security.

Last week's Helpful Hint was:

"IRS Forms 706 & 8971"

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)

Fri, Feb 9: The office will open at (10:30a ET). All online services will still be available.
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.

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.

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Evaluation Services, Inc.

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(201) 784 8500

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