July 27, 2021 "Time Saver & Helpful Hint" eNewsletter

Time Saver

"How To Gift Assets Before The Pending Biden Tax Plan"

Synopsis: Depending on the amount of the gifts you make, a 2021 gift could provide an overall tax benefit. A gift of some or all the current $11.7 million estate tax exemption will be beneficial only if it exceeds the future decreased estate tax exemption. If the gift is less, it will not serve the purpose.

You can read the article by clicking HERE.

Last week's article was:

"Want To Know Why A Wealth Tax Won’t Work? Remember The Time Michael Jackson’s Estate Landed In Tax Court"

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

Helpful Hint

"Data Center Upgrade (Phase 2 of 4) & Gift Tax Valuations"

This past weekend, we completed phase two of a four phase data center upgrade.

These investments are part of our ongoing commitment to providing our clients with an ever improving online experience.

This week's feature article discusses gifting as part of a comprehensive estate planning strategy. Gift tax valuations are part of the repetoire of reports we provide.

Last week's topic was:

"Data Center Upgrade (Phase 1 of 4)"

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

Have a question?

Click HERE to contact us.

Upcoming Events (all times are eastern time zone)

None scheduled at this time

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.

Are you the correct recipient of this eNewsletter?

Perhaps your coworker or colleague would benefit from the information contained in this eNewsletter. Please feel free to share it with them. They can then sign up for their own subscription by clicking on the link below.

You can 'Safely Unsubscribe' by clicking on the link at the bottom of this eNewsletter.

Thank you for subscribing and allowing us to serve you.

Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com

editor@appraisenj.net