Jan 11, 2021 "Industry News & Helpful Hint" eNewsletter

January 11, 2021 "Industry News & Helpful Hint" eNewsletter

Weekly News Update

I.R.S. Says Prince’s Estate Worth Twice What Administrators Reported

Synopsis: The federal government is seeking nearly $39 million in taxes and fees based on a valuation of Prince’s assets that his estate disputes.

Weekly Helpful Hint

"How can I find a ticker symbol?

ESI-APPRAISE clients are able to access securities valuations using either CUSIP numbers or ticker symbols. Sometimes, our clients ask where they can find ticker symbols. Fidelity has a research tool you can get to by clicking HERE.

Last week's topic was:

"Trends for 2021"

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

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:

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 on your computer; internet connection to access data

· APPRAISE.SaaS: Our software as a service (SaaS) solution:

Software on our computer, data on your computer for security
Always running the current version eliminating the need to install updates
Easy to add and remove users
More reports and features than traditional desktop installed software

· ESI-Direct: ONESOURCE Trust & Estate securities valuations without software

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

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

Upcoming ESI-APPRAISE Events

Jan 14: (5:00p ET) System Maintenance - all online services unavailable.
Jan 18: Martin Luther King Day holiday

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