 Weekly News Update
Trusts & Estates related article:
You can access the complete article by clicking HERE.
Interested in what the financial markets are doing?
You can access data by clicking
HERE.
Who is ESI-APPRAISE & how can we help you?
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Time Saver & Helpful Hint
This week's Time Saver / Helpful Hint is:
One of the formats available for ESI-APPRAISE reports is to sort by security type and CUSIP number. Choose this option to verify the types of securities in your portfolio.
Please take a look at this month's webinar if you are interested in learning ways you can grow your business while solving a major social challenge,
Last week's Time Saver / Helpful Hint topic was:
You can access the eNewsletter by clicking
HERE.
Thank you for subscribing to our eNewsletter and allowing us to serve you.
We encourage and appreciate any FEEDBACK you have.
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Solution Of The Month
"APPRAISE Plus for Capital Changes & Cost Basis
"
We partnered with Intercontinental Exchange (ICE) to provide historical cost basis with tax allocation factors, corporate actions, transfer/paying agents, cost basis calculator, and a reverse family tree. For small and mid sized tax preparation companies who are overpaying for these services, APPRAISE Plus is a pay as you go alternative which provides more information at a lower price. Last month's webinar explained how the product works and you can access the recording by clicking HERE.
If you need immediate stock and bond valuations for trusts and estates, or historical portfolio pricing, try
appraise.web.
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Monthly Webinar
We instituted a
complimentary webinar series to enable our subscribers to receive concise and timely instruction on issues and ideas affecting our industry without having to leave the office.
Our next webinar:
"April's almost here. Are you ready for Financial Literacy Month?"
is scheduled for Wed, Mar 27 from 11:30a to 12:00p ET.
Here is a synopsis:
Research tells us that young people, middle aged, and older people know they need 'financial knowledge' but aren't sure what it is. This is a big part of the reason why so many people are on the verge of running out of money before their life expectancy, and that more than half of our adults in America
don't have an up-to-date financial, estate and gift plan
to protect themselves and their families.
If we can alert, educate, motivate, and assist these 120 million America's to get their financial house in order that will create a significant amount of new quality business for
CPA's
, estate planning attorneys, CPA's, wealth managers, insurance agents, registered reps, realtors, trust officers, and many other financial service and nonprofit, development, and planned giving professionals.
If you are interested in learning ways you can grow your business, while solving a major social challenge, click
HERE to REGISTER
for this interesting and enlightening presentation.
Prior webinars:
You can access a recording of last month's webinar
"Introduction to...Capital Change Reporting & Cost Basic Calculations,"
as well as prior webinars, by clicking on the icon below.
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| Feb 2019 Introduction to Capital Change Reporting and Cost Basic Calculations |
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Upcoming Events
Events we are coordinating:
- Mar 27: Complimentary webinar (click HERE for detail)
Events we are attending:
- Mar 27: Estate Planning Council of New York City
(Topic:
Legal issues concerning possible Nazi-looted art)
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Subscriber Feedback
We want to make it easy for our subscribers to give us feedback. Please click
here if you want to contact us.
Here is a recent testimonial from a client.
"Thank you for providing a solution so quickly."
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