Heirs of ultra-wealthy can profit even when markets plunge

March 16, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

Heirs of ultra-wealthy can profit even when the markets plunge

Synopsis: " The super-wealthy can deploy sophisticated strategies to pass on billions of dollars to their descendants tax-free. Plunging interest rates, combined with lower stock prices, make it even easier to protect those fortunes from the Internal Revenue Service. "

Interested in what the financial markets are doing?

Click HERE for up to date information.

Time Saver & Helpful Hint

This week's topic is:

"Can we get our APPRAISE valuations in Excel format?"

This question was asked a few times this week. Whether you use outsourcing (we prepare the valuations for you) service or one of our self help online solutions (software, software as a service, or web), you can get your valuations in Excel format.

Please EMAIL us for more information.

The previous topic was:

" The 1040-1041 Income Calculator has been released! "

You can access the eNewsletter by clicking HERE .

Solution Of The Month: Cost Basis for DRiPs

"Cost Basis for Dividend Reinvestment (DRiP) Plans"

When you receive dividends through a DRIP, you then buy the applicable amount of shares based on the total amount of dividends and the stock price that day. These amounts need to be added to your cost basis to accurately reflect the true cost value of the stock owned. You also need to pay attention to whether or not the stock split at all over the time period you owned it. If it did, it would impact the total number of shares owned and the value.

ESI-APPRAISE has a quick, accurate, and economical service that does this complex calculation for you. Click HERE to see a SAMPLE REPORT .

The best way to see how this innovative technology can make your company more efficient and competitive is to see a live demonstration. We have scheduled a free webinar for Thursday,

March 26 from 11:30a-12:00p ET.

You can REGISTER by clicking HERE .

How do I generate an ESI-APPRAISE valuation?

Here's how you can generate a valuation with us (see below):

1. Secure online solutions (You produce the report and save money)

· APPRAISE Windows: Software on your computer; internet connection to access the data

· APPRAISE ASP, our software as a service (SaaS) solution:

- Software on our computer - data on yours; no installation, upgrades, and data is secure

- Always running current version

- Easy to add and remove users

- More applications than software including cost basis for DRiPs.

· APPRAISE Web: Internet using credit card; can be run from anywhere/any platform

· ESI-Direct: No software; value your ONESOURCE securities using the internet from FPS

2. Outsourcing solution (we have the expertise, do the work, and save you time):

· Valuations can be submitted/delivered via email, fax, overnight courier, or mail

If you would like more information, please

- email accountinfo@appraisenj.net

- call 201.784.8500 x104

Upcoming ESI-APPRAISE Events

- Mar 26: Cost Basis for DRiPs webinar

- Mar 26: System maintenance beginning at 5:00p ET. All online services will be unavailable for a few hours.

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Evaluation Service Inc.

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