Industry News, Helpful Hint, and Upcoming Events eNewsletter

"Industry News, Helpful Hint, & Upcoming Events" eNewsletter

March 14, 2023

Industry News

This week's feature article is:

"Top things for estate planners to do before Tax Day 2023"

Excerpt (from actual article):

"What estate planners need to accomplish for their clients before Tax Day, as well as the regulatory changes they need to be aware of while preparing for the big day."

You can read the article by clicking

HERE.

Last week's feature article was:

"Estate Planning for Memorabilia Collectors: Don’t Leave Your Family in the Lurch"

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

Helpful Hint

This week's topic is:

"Pricing Multiple Portfolios Simultaneously"

During Charitable Remainder Unitrust (CRUT) season, many of our clients take advantage of a standard Appraise feature which allows the user to price multiple portfolios at the same time. Some clients send two whereas others send 20. This can be a tremendous time saver, especially when it is used in conjunction with Appraise Universal Import, which automates the process of creating portfolios.

If you want to learn more, please EMAIL US.

Last week's topic was:

"Stock Splits"

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

Upcoming Events

Fri, Mar 24: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

These are the valuations we provide and how you can get them.

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