July 30, 2019 "Time Saver & Helpful Hint" weekly eNewsletter 
You can access the complete article by clicking HERE.

Cost Basis related article:
2 Items for Your Portfolio-Review Checklist
Synopsis: Getting these elections right can reduce the taxes you owe and ensure that your assets pass to the right people.
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:
"Cost Basis Elections "
This week's feature cost basis article says,  
"But cost basis can get more complicated when you've made purchases at several intervals, or if you're reinvesting dividends and/or capital gains."  
If you find yourself needing help determining the cost basis when a dividend reinvestment plan is in place, the ESI-APPRAISE Dividend Reinvestor can help. The Appraise Dividend Reinvestor calculates the cost basis, market value, and capital gains (losses) for dividend reinvestment plans, automatically adjusting for stock splits.

The user provides the purchase and end date, the share amount, and price per security or total transaction value. Additional purchases and sales can also be included. You can start with your current holdings or initial purchase.
 
Click on SAMPLE REPORT for a closer look. 
 
Last week's Time Saver / Helpful Hint topic was:
"Carryover or "Step up in Basis" - we have the answer"
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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