Industry News and Helpful Hint eNewsletter

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

December 20, 2022

Trust & Estate Industry News

This week's feature article is:

"9 ways estate planning is different in 2022"

Excerpt (from actual article):

"In 2022, coming out of a global pandemic and with inflation, volatility and politics in the background, several developments have changed certain nuances of estate planning as well. We spoke with experts specializing in estate planning to learn how things are different now. Below are nine recent practices and trends they shared."

You can read the article by clicking

HERE or HERE.

Last week's feature article was:

"IRS Sees Increase in Number of Estate Tax Returns Filed, Amount of Taxes Paid"

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

ESI-Appraise Helpful Hint

This week's topic is:

"Cost Basis for Dividend reinvestment Plans"

The Appraise Dividend Reinvestor calculates the cost basis, market value, and capital gains (losses) for dividend reinvestment plans (DRiPs), automatically adjusting for stock splits.

The user provides the purchase and end date, the share amount, and price per security or total transaction value. Additional purchases and sales can also be included. You can start with your current holdings or initial purchase.

You can view a sample report by clicking HERE.

If you need a DRiP valuation, or have any other question, please call us at: 201-784-8500 x111.

Last week's topic was:

"Next Business Day Turnaround"

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

Upcoming Events You Should Be Aware Of

Fri, Dec 23: The NYSE & NASDAQ close at 4:00p ET. We will close at 4:00p as well.
Mon, Dec 26: NASDAQ & NYSE closed for Christmas holiday. We are closed as well.
Thu, Dec 29: Customer Service & Technical Support will open at 10:00a ET instead of our usual 8:30a.
Fri, Dec 30: The NYSE & NASDAQ close at 4:00p ET. We will close at 4:00p as well.
Mon, Jan 2: NASDAQ & NYSE closed for New Years holiday. We are closed as well.
Mon, Jan 9 - Fri, Jan 13 we will be exhibiting at the Heckerling Institute on Estate Planning. Come by and visit us.

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.

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

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(201) 784 8500

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