Use It Or Lose It: Locking In The $11.58 Million Unified Credit

July 27, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

Synopsis : E xperts are now warning of the likely impact of an electoral victory in November for Joe Biden. His recently published tax plan calls for changes to income, gift generation skipping transfer, and estate taxes. If elected, he will, with a Democratically controlled Congress, change the current “permanent” tax law, so estate planning has become opportunistic. If you like the way the laws are today, you need to take advantage of them now, before they are changed tomorrow. In other words, use it or lose it.

Interested in what the financial markets are doing?

Click HERE for up to date information.

Time Saver & Helpful Hint

This week's topic is:

"Outsourcing Services Webinar"

This is your last opportunity to register for our Thursday, July 30 webinar which will explain our outsourcing services. For example, someone recently asked what is the difference between next business day service and normal turnaround time? You can REGISTER in the "Webinar of the Month" section of this eNewsletter.

Last week's topic was:

"New Logo Survey"

You can access the eNewsletter by clicking HERE .

Webinar of the Month

Our July 2020 Webinar of the Month is..."Email / Fax Outsourcing Services"

Print out our order form , fax it or email it, and let our dedicated professionals process it promptly. W e have the expertise, do the work, and save you time.

Our complimentary webinar is scheduled for Thursday, July 30, from 11:30a to 12:00p EDT.

You can REGISTER for the webinar 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.

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 for Dividend Reinvestment Plans & Equities
1040 / 1041 Income Allocation to Calendar or Fiscal Year based on date of death

How can I get a valuation from ESI-APPRAISE?

1. Secure online solutions (You do the work, using our tools, and save money)

· APPRAISE Windows: Software on your computer; internet connection to access the data

· APPRAISE ASP, our software as a service (SaaS) solution:

Software on our computer, data on your computer for security and peace of mind
Always running the current version eliminating the need to install updates
Easy to add and remove users
More reports and features than traditional, desktop installed, software

· APPRAISE Web: Internet using credit card; can be run from anywhere/any platform

· ESI-Direct: No software; value your ONESOURCE securities using the internet from FPS

2. Outsourcing solution (We have the expertise, do the work, and save you time):

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

Upcoming ESI-APPRAISE Events

Jul 30: Monthly webinar (11:30a ET)
Jul 30: System Maintenance (5:00p ET)

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Evaluation Service Inc.

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