Industry News and Helpful Hint eNewsletter

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

March 28, 2023

Industry News

This week's feature article is:

"Wealthy Clients Could Get Hammered By Estate Tax In 2026"

Excerpt (from actual article):

"The possible expiration of some provisions of the Tax Cuts and Jobs Act in three years is beginning to turn up the heat on estate tax planning.

You can read the article by clicking

HERE.

Last week's feature article was:

"Six Reasons Tax Season Should Also Be Estate Planning Season"

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

Helpful Hint

This week's topic is:

"Existing fax/email client wants to know more about Appraise-Web service"

We recently received this question from an existing client:

"Hi there! I've always utilized your fax/email service for years, but I'm curious about trying out your Appraise-Web service. Would I create a new account to access it? "

Here is our answer:

"To Utilize our Appraise.Web service, you would need to register on the site with an email address and a password of your choosing. The price would be $4.30 per security for non-subscribers and $2.65 for subscribers."

You can learn more about Appraise-web by clicking HERE.

Last week's topic was:

"Using SEDOL numbers to price international securities"

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

Maybe there is a better way?

Why don't you ask us about your stock and bond valuations for trusts & estates?

Maybe there is a better way than how you are doing them now?

There is a list of the valuations we provide, and how you can get them, further along in this eNewsletter.

Either call us at 201-784-8500 x111 or

EMAIL US.

There is no risk in asking, only possibilities.

Upcoming Events

Fri, Apr 28: (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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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com