June 1, 2021 "Time Saver & Helpful Hint" eNewsletter

Time Saver

"Do you price OTC stocks?"

This is a question we received last week.

"Can Appraise price OTC stocks?"

Here's our answer:

Our pricing vendor Interactive Data, a subsidiary of Intercontinental Exchange, does have historical prices for over the counter stocks.

Last week's topic was:

"Adding cash to a report"

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

Helpful Hint

"Tactics To Reduce Your Capital Gains Tax And Your Estate Tax"

Synopsis: One likely strategy that has been suggested to blunt the cumulative effect of both the capital gains tax and the estate tax changes, which will consume more than 75% of any estate with over $3.5 million and consists of mainly highly appreciated property, is to harvest the capital gains each year.

Click HERE to read the article.

(If you have trouble accessing the page, please contact us.)

Upcoming Events

June 17: (5:00p ET) System Maintenance - all online services unavailable.

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 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