January 4, 2021 "Industry News & Helpful Hint" eNewsletter

Weekly News Update

Income and Estate Tax Changes Advisers Need to Know for 2021 Synopsis: As with most years, 2021 will include some changes to the income and estate tax rules. While there may be more changes in store under the new Biden administration, these changes are scheduled to go in effect for 2021. Here is a look at some of these changes and some potential planning implications for your clients.

Weekly Helpful Hint

"Trends for 2021" We used the last two weeks of December to do some research into what trends we can all look for in 2021. Two of which apply to our clients are: The accelerating move to cloud based computing. Have you ever taken a look at webappraisenj.com? Significantly increased use of automation to increase efficiency. Have you ever taken a look at Universal Import? This utility enables importing CUSIPs and shares from another file into an Appraise portfolio. Last week's topic was: "When can I send a portfolio for pricing if the valuation date is Christmas or New Year's Day?" 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

Are you the correct recipient of this eNewsletter?

Perhaps your coworker or colleague would be better served with the information contained in this newsletter. Please feel free to share it with them. They can then sign up for this free weekly eNewsletter by clicking on the link below.    Sign up for ESI-APPRAISE notifications and weekly eNewsletters   You can 'Safely Unsubscribe' by clicking on the link at the bottom of this eNewsletter.    Thank you for subscribing and allowing us to serve you.

Evaluation Services, Inc. 180 OLD TAPPAN ROAD, BUILDING 4, OLD TAPPAN, NJ 07675 (201) 784 8500 appraisenj.com editor@appraisenj.net

Contact Us ‌ ‌