 Feature Article
Synopsis: "In the District of Columbia and 17 states, when you die, tax collectors can take a big bite through estate or inheritance taxes, depending on your net worth and your heirs.
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You can access the complete article by clicking
HERE.
Interested in what the financial markets are doing?
Click HERE for up to date information.
Who is ESI-APPRAISE & how can we help you with estates, gifts, trusts, and cost basis?
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Time Saver & Helpful Hint
This edition's Time Saver / Helpful Hint is:
"Heckerling Institute on Estate Planning"
We recently returned from attending/exhibiting at the 54th annual Heckerling Institute on Estate Planning. For those who have never been there, over 3000 trust and estate professionals attend for 4.5 days of industry discussion. The event is an opportunity for reflect back on what transpired in the prior year and to adjust strategy for the current year.
Since the Institute sets the tone for the industry well beyond the one week it spans, we are going to include a Heckerling Institute section in our eNewsletters for a while. It will include some of the news stories which result from the featured sessions. You can find our Heckerling section later in this eNewsletter.
Please read the remainder of this eNewsletter for:
- Solution of the Month with accompanying webinar
- How do I generate an ESI-APPRAISE valuation?
- Upcoming Events
- News articles about ideas shared the 54th annual Heckerling Institute
The previous "Time Saver / Helpful Hint" topic was:
"January 2020 Podcast, Solution, & Webinar of the Month"
You can access the eNewsletter by clicking
HERE.
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Solution Of The Month with accompanying webinar
"Introduction to the ESI-APPRAISE 1040/1041 Income Allocator
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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.
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H
ow do I generate an ESI-APPRAISE valuation?
Here's how you can generate a
valuation with us (see below):
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, our software as a service (SaaS) solution:
- Software on our computer - data on yours; no installation nor upgrades and data is secure
- Always running current version
- Highly scalable, both upward, in good times, and downward when business is slow
- More options than software including ticker symbol lookup and capital change reporting.
· APPRAISE Web:
Internet application using credit card; can be run from anywhere/any platform
· ESI-Direct:
No software; value your ONESOURCE securities using the internet from FPS
2. Outsourcing solution (we have the expertise, 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
- call 201.784.8500 x104
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Upcoming Events
(Subject to change - check here regularly)
Events we are coordinating:
- Jan 23: System maintenance beginning at 5:00p ET.
All online services will be unavailable for a few hours.
- Jan 30: Webinar: "Introduction to the 1040/1041 Income Allocator"
Events we are attending:
- Jan 28: Estate Planning Council of New York City Heckerling Institute Review
- Jan 29: Estate Planning Council of Bergen County Heckerling Institute Review
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Although the Institute is over, the discussions started and ideas shared, will continue on for some time. With that in mind, we are going to continue this section of our eNewsletter for a while.
This week's material includes:
- New Trends and Developments in Estate Planning in 2020
- Nineteen Estate Planning Highlights from 2019
The American Bar Association maintains a section on current and prior Heckerling Institute reporting which you can get to by clicking HERE.
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Subscriber Feedback
We want to make it easy for our subscribers to provide feedback. Please click
HERE if you want to contact us.
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