July 16, 2019 "Time Saver & Helpful Hint" weekly eNewsletter 
You can access the complete article by clicking HERE.

Cost Basis related article:
Tracking of cost basis
Synopsis: When you invest in stocks or bonds it is critical to keep track of your basis in the investment. The IRS calculates a gain or loss by subtracting the basis from the sales price.
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?
Click HERE to find out.
TSHH Time Saver & Helpful Hint
 
This week's Time Saver / Helpful Hint is:
"Understanding Stock Symbols "
  • A stock symbol is an arrangement of characters-usually, letters-representing particular securities listed or traded publicly on an exchange.
  • When a company issues securities to the public marketplace, it selects an available symbol for its shares, often related to its company name.
  • Investors and traders use the symbol to place trade orders.
  • Additional letters added to stock symbols denote additional characteristics such as share class or trading restrictions.
For example, let's break down the ticker symbol GSPRD:
       GS-stands for Goldman Sachs
       PR-stands for preferred issue
       D-stands for the class  
 
Last week's Time Saver / Helpful Hint topic was:
"Restoring Web.APPRAISE portfolios"
You can access the eNewsletter by clicking HERE.     
TSHH Solution Of The Month
 
"Gift Tax Valuations "
Our feature article in the July 2 edition of our weekly "Time Saver & Helpful Hint" eNewsletter explores the tax considerations when gifting stock. ESI-APPRAISE provide stock and bond gift tax valuations in full compliance with the stringent IRS Form 709 reporting requirements.  
Click HERE to see a sample valuation.  
 
If you need immediate stock and bond valuations for trusts and estates, or historical portfolio pricing, try appraise.web.
 
If you're looking to outsource your valuations, or to replace legacy estate valuation software with a state of the art " software as a service" solution, please EMAIL us.  
UpcomingEvents Upcoming Events

Events we are coordinating:
- July 18: Monthly System Maintenance beginning at 5:00p EDT  
              (All online services will be temporarily unavailable)            
 
Events we are attending:    
 
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"That was was amazing - corrected a DOD Valuation for me and I had it in my hands within half an hour. "
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