June 8, 2021 "Time Saver & Helpful Hint" eNewsletter

Time Saver

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

We receive this question a lot because we offer both services. Software is when the actual Appraise software is installed on your computer. Software as a Service is when we host Appraise on our computers instead of you installing it on yours. In both situations, all of your client data is stored in your office. We offer both, so each person/company can choose which is better for them.

Last week's topic was:

"Do you price OTC stocks?"

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

Have a question?

Click HERE to contact us.

Helpful Hint

"Two Tax Surprises Revealed in Biden's Budget"

Synopsis: A more detailed look at President Joe Biden’s tax plans, laid out in the Treasury Department’s Greenbook that was released Friday with Biden’s FY 2022 budget, revealed two surprises, according to tax expert Andy Friedman, founder and principal of The Washington Update.

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.

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

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editor@appraisenj.net