July 13, 2021 "Time Saver & Helpful Hint" eNewsletter

Time Saver

"Customized Pricing Requests"

We recently received this question:

"Is there an easy way to get the daily prices for 22 equity preferred securities for 2017 & 2018? We are also looking for the dividend information for 2017 & 2018."

If you have customized pricing requests, let us know, and we'll help you.

Last week's topic was:

"Downloading the current version of the Appraise software as well as other helpful utilities"

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

Have a question?

Click HERE to contact us.

Helpful Hint

"Proactive Moves for the Wealthy to Consider Ahead of Possible Tax Law Changes"

Synopsis: The tax landscape could be changing considerably in the near future, and these changes could affect high-net-worth families and their heirs. But there are a few steps they can take to minimize the potential impact.

You can read the article by clicking HERE.

Last week's article was:

"Fintech Firm FP Alpha Brings AI to Estate Planning"

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

Upcoming Events (all times are eastern time zone)

Fri, Jul 16: System Maintenance, beginning at 5:00p - all online services unavailable all weekend.
Fri, Jul 23: System Maintenance, beginning at 5:00p - all online services unavailable all weekend.

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

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

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.

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com

editor@appraisenj.net