July 23, 2019 "Time Saver & Helpful Hint" weekly eNewsletter 
You can access the complete article by clicking HERE.

Cost Basis related article:
Stop giving away capital gains taxes
Synopsis: Congress tried instituting a carryover tax basis rule, but eventually repealed it, due to an outcry from lobbyists insisting that accurate basis identification was an exercise in futility. However, tax basis information is readily available in the digital era
You can access the complete article by clicking HERE.

Interested in what the financial markets are doing?
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Who is ESI-APPRAISE & how can we help you with estates, gifts, trusts, and cost basis?
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TSHH Time Saver & Helpful Hint
 
This week's Time Saver / Helpful Hint is:
"Carryover or "Step up in Basis" - we have the answer "
This week's feature cost basis article proposes that Congress should consider instituting a carry over basis tax at the time of death in lieu of the current "step up in basis" since tax basis information is readily available in the digital era.

Whether you need carry over basis or step up in basis, ESI-APPRAISE has quick, accurate, and economical services to help with the process.  
 
Last week's Time Saver / Helpful Hint topic was:
"Understanding Stock Symbols"
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.  
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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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