June 25, 2019 "Time Saver & Helpful Hint" weekly eNewsletter 
WeeklyNewsWho is ESI-APPRAISE & how can we help you?  
 
While we offer the typical outsourcing and software services, we are especially renowned for our cloud computing and software as a service solutions.

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TSHH Time Saver & Helpful Hint
 
This week's Time Saver / Helpful Hint is:
"Saving a valuation to Excel"
ESI-APPRAISE clients, whether they subscribe to our outsourcing or online solutions, can export their estate, gift, and trust tax valuations to an Excel spreadsheet which can then be uploaded into another application. This simple process is growing in popularity because it improves accuracy and saves time.
Please contact us for detailed information.  
   
Last week's Time Saver / Helpful Hint topic was:
"Faster Internet Connectivity & Redundancy "
You can access the eNewsletter by clicking HERE.     
TSHH Solution Of The Month
 
"APPRAISE in the Cloud "
Appraise in the Cloud
APPRAISE in the Cloud, by Evaluation Services, Inc. provides securities valuations and cost basis calculations in a web-based environment without software installation. You can access this service from any location. Appraise in the Cloud operates on tablet PCs, including Apple and Android, as well as conventional computers.

Appraise in the Cloud is available for date of death / alternate date, gift tax, market value, & closing price reporting. All you need to generate an instant valuation is a credit card or account number, CUSIP/Ticker information (it accepts SEDOL numbers as well) and the shares/par value. You can email completed valuations, in PDF format, without leaving the application. This service is designed as a pay-as-you-go service with no recurring fees. There are no downloads and we do not store your credit card information.
  
To learn more, click on the icon below.
 
Web based securities pricing for estate tax returns and other purposes 
Web based securities pricing for estate tax returns and other purposes
UpcomingEvents Upcoming Events

Events we are coordinating:

 
Events we are attending:    
- Thu, Jun 27: Estate Planning Council of Bergen County meeting 
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