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

July 12, 2022 "Industry News, Helpful Hint, & Upcoming Events" eNewsletter

Industry News

This week's feature article is:

"Update your estate plan before scheduled 2025 tax changes"

Excerpt (from actual article):

As the 2017 Tax Cuts and Jobs Act gets set to expire in 2025, there are many considerations to make when it comes to wealth and estate planning. While 2025 might seem far off, it’s not, considering the complexity of the planning.

You can read the article by clicking

HERE.

Last week's feature article was:

"Estate Planning With A Purpose"

You can read 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. Additionally, ESI-Appraise offers a broad range of global securities and related financial data from all major markets and exchanges.

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

Appraise Helpful Hint

This week's topic is:

"Stale Price"

NASDAQ defines stale price as:

"An old price of the asset that does not reflect the most recent information."

When you prepare valuations using ESI-Appraise, we identify securities with stale prices for you so you don’t accidentally include obsolete information in your reporting. Please review the image below to see how we flag these issues:

Last week's topic was:

"Independence Day weekend pricing"

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

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 and data stored on your computer
APPRAISE.SaaS: our Software as a Service (SaaS) solution. 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 cloud and combines them.

You're always running the current version and do not need to install updates.
It's easy to add and remove users
It has more reports and features than traditional desktop software
You store your data securely on your computers.

ESI-Direct: ONESOURCE Trust & Estate securities valuations without software
Universal Import: A utility which enables users to create portfolios from comma delimited or Excel files in lieu of manually entering CUSIP/Ticker and shares.

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.

Upcoming Events

Thu, Jul 14: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.
Thu, Jul 21: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

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