January 2020
Podcast, Solution, & Webinar of the Month
In case you did not have an opportunity to read the January 7 edition of our bimonthly "TIME SAVER & HELPFUL HINT" eNewsletter, we have four things we want to share with you this month.

  • We are currently exhibiting at the 54th annual Heckerling Institute on Estate Planning. Here is what we are TALKING ABOUT at our booth.
  • Once again, we're trying out a monthly podcast to supplement our bimonthly eNewsletters. It's less than two minutes and you can listen by clicking on LISTEN TO PODCAST. Please let us know what you think by SENDING AN EMAIL.
  • Our solution of the month is "1040/1041 Income Allocation." Determining how much income to allocate to the 1040 and 1041, when a death is involved, entails going through 1099s and then approximating the allocation using a spreadsheet. It's even more complicated for bonds and when a fiscal year is elected. The ESI-APPRAISE 1040/1041 Income Allocator simplifies this tedious process for you. Please take a moment to look at the sample reports below.
  • If you want to learn more about the 1040/1041 Income Allocator, we have scheduled a COMPLIMENTARY WEBINAR for Thursday, January 30, from 11:30a-12:00p ET. Please click HERE to REGISTER.
Here's how you can generate a valuation with us:
 
1. Secure online solutions (You produce the report and save money)
· APPRAISE Windows : Software on your computer; internet connection to access the data
· APPRAISE ASP: Software on our computer - data on yours; no installation or upgrades; can be accessed from any computer on your company network; more features than software
· APPRAISE in the Cloud: Software and data on our computers; no installation or upgrades;
  can be accessed from any computer anywhere; more features than software
· APPRAISE Web: Internet application using credit card; can be run from anywhere
· ESI-Direct:  No software; value your ONESOURCE securities using the internet from FPS
                       
2. APPRAISE outsourcing solution (we do the work and save you time):
·  Valuations can be submitted/delivered via email, fax, overnight courier, or mail
 
If you would like more information, please contact Donald Bolt, using the information below.
- call 201.784.8500 x104
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