Jul 15, 2025 "Industry News and Helpful Hint" eNewsletter

Five quick, accurate, and economical ways to get your estate, gift, and trust tax valuations. Have it your way!

ESI-Appraise gives you five ways to get your estate, gift, and trust tax securities valuations. You don't have to fit into our workflow. We fit into yours. Have it your way!

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

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

July 15, 2025

Trusts & Estates News

This week's Trusts and Estates article is:

"Impact of New $15M 'Permanent' Estate/Gift Tax Exemption"

(Excerpt from actual article):

"On July 4, 2025, President Trump signed a new tax law, Section 70106 of H.R. 1, which creates a new $15 million “permanent” federal estate and gift tax exemption, effective for estates of decedents dying and gifts made after Dec. 31, 2025. As in the past, this exemption will be adjusted for inflation in the future. The question for estate planners and their clients is: What, if anything, is the impact of this new permanent federal estate and gift tax exemption on estate planning?"

You can read the article by clicking

HERE.

Last week's Trust & Estate article was:

"10 Reasons To Reevaluate Your Estate Plan Following The 2025 Tax Law"

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

Helpful Hint

This week's Helpful Hint is:

"Did you know we archive our weekly newsletters?"

Sometimes, our clients want to refer back to an article which appeared in a previous version of this eNewsletter. We made that easy by archiving them. You can access the archives by clicking HERE.

If you have questions, or want more information, you can EMAIL US.

Last week's Helpful Hint was:

"We made a significant improvement to our primary data center over the holiday weekend"

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

Weekly Financial Market Review

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.

Upcoming Events

(Subject to change - please monitor regularly)

None

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Evaluation Services, Inc.

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