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

January 28, 2025

This week's Helpful Hint is:

"Jan 29 Webinar: Estate & Gift Tax Valuations in the Cloud - Now With Alternate Valuation Date Transactions!"

Have you considered the possibility of preparing estate and gift tax valuations from a website instead of software? If you have, and want to learn more, consider attending our Wednesday, January 29th webinar, "Estate & Gift Tax Valuations in the Cloud. It is only 30 minutes and may be a valuable investment of your time.

Click HERE to learn more.

If you have questions, you can EMAIL US for more information.

Last week's Helpful Hint was:

"Thank you for visiting us at the 2025 Heckerling Institute on Estate Planning"

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

We explain the six methods we have for obtaining valuations from us in the "Is there a better way to prepare your valuations?" section of this eNewsletter. There are technology and outsourcing solutions.

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.

• Wed, Jan 29: (11:30a ET)  January webinar - "Estate & Gift Tax Valuations in the Cloud."

• Thu, Feb 13: (5:00p EST) System Maintenance - all online services will be unavailable with service being restored within a few hours.

• Mon, Feb 17: President's Day holiday. The financial markets will be closed and we will be closed as well. All online services will be available.

Is there a better way to prepare your valuations?

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. Our pricing universe contains millions of US and foreign securities with corresponding decades of history. We can speak with you to potentially identify ways to improve accuracy, productivity, and output.

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

• APPRAISE.API: a secure interface that streamlines portfolio pricing. This is done by allowing clients to program directly from their trust system into our proprietary pricing system and customize it for their reporting needs. No personal or client data is exchanged. This can be a way to cut costs, improve efficiency, and improve your processing metrics.
• APPRAISE.Web: A web-based application, accessed through any browser, that provides stock and bond valuations for estate, gift, and trust tax. Portfolios are saved to your account and accessible wherever you are, on any device.
• APPRAISE.Software: Our proprietary software that has been serving our clients since 1985. Install it on any computer and get the estate, gift, and trust tax valuations you need quickly, accurately, and securely.
• APPRAISE.SaaS: Software as a Service (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 web and combines them. You're always running the current version and do not need to install updates. Your portfolio data is stored securely on your computers. It's easy to add and remove users. The underlying technology is Citrix.
• ESI-Direct: Thomson Reuters ONESOURCE Trust & Estate securities valuations without valuation software. Everything is done from within the Accounting or 706, reducing steps, saving time, and increasing accuracy.         

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.

Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com