Mar 16, 2021 "Time Saver & Helpful Hint" eNewsletter

March 16, 2021 "Time Saver & Helpful Hint" eNewsletter

Weekly Time Saver / Helpful Hint

"Do you have DRiP problems?"

We have been receiving a lot of requests for our DRiP (cost basis for dividend reinvestment) valuations. Frequently, someone purchases a security which has built in dividend reinvestment and they need to calculate the current or original cost basis. Our DRiP valuations allow for additional purchases, sales, and automatically adjusts for stock splits.

You can see a sample report by clicking HERE.

If you find yourself in a similar situation, please CONTACT US, and we'll see what we can do to help you.

Last week's topic was:

"Capital Changes & Cost Basis Calculator"

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

Weekly Trusts & Estates News Update

"Tax Hikes on Rich Loom If Treasury Revives Hard Look at Estates"

Synopsis: Some of the regulations, either withdrawn or made a low priority under Trump, would restrict access to tools for reducing estate tax bills, in effect acting as a tax increase without the hurdle of passing tax legislation in an evenly divided Senate. And, the changes would complement the priorities President Joe Biden campaigned on, including broadening and raising the estate tax..

Click HERE to read the article.

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:

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.
This hybrid solution takes the best of software and cloud and combines them.

· 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.

Upcoming ESI-APPRAISE Events

Mar 18: (5:00p ET) System Maintenance - all online services unavailable.
Apr 2: NYSE & NASDAQ holiday; ESI-Appraise closed

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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