June 15, 2021 "Time Saver & Helpful Hint" eNewsletter

Time Saver

"What is an ISIN number?"

An International Securities Identification Number (ISIN) is a 12-digit alphanumeric code that uniquely identifies a specific security. The organization that allocates ISINs in any particular country is the country's respective National Numbering Agency (NNA).

KEY TAKEAWAYS

An ISIN is a 12-digit alphanumeric code that uniquely identifies a specific security.
The numbers are allocated by a country's respective national numbering agency (NNA).
An ISIN is not the same as the ticker symbol, which identifies the stock at the exchange level. The ISIN is a unique number assigned to a security that is universally recognizable.
ISINs are used for numerous reasons including clearing and settlement. The numbers ensure a consistent format so that holdings of institutional investors can be tracked consistently across markets worldwide.

Source: Investopedia

Last week's topic was:

"What is the difference between Appraise software and Software as a Service?"

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

Have a question?

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Helpful Hint

"The Estate Planning Implications of Biden’s Recently Issued Green Book"

Synopsis: A summary of the key provisions of which advisors should be aware.

Click HERE to read the article.

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

Upcoming Events

June 24: System Maintenance, beginning at 5:00p - all online services unavailable for a few hours.

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.

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