Weekly "Industry News & Helpful Hint" eNewsletter

March 22, 2022 "Industry News & Appraise Helpful Hint" eNewsletter

Industry News

This week's feature article is:

"Estate and Gift Taxes 2021-2022: What’s New This Year and What You Need to Know"

Synopsis: The expanded estate- and gift-tax exemption expires at the end of 2025

You can read the article by clicking

HERE.

Last week's feature article was:

"Avoid The Gift Tax Return Trap"

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

Appraise Helpful Hint

This week's topic is:

"Cost Basis Calculator"

We recently received this question from a client:

"Hello, I would like to know if you can help me with this problem. I have held stock for 40 years beginning with Viking Freight California. Viking was bought by Roadway, then rebranded to Caliber, then ultimately ending up with shares of FDX Corp. In between, there were spin offs and splits. So basically, I need info from Viking Freight 2/8/80 thru to FDX 2021, to calculate the cost basis for 2021 taxes."

We were able to help this person with our Cost Basis Calculator service. Here is a SAMPLE REPORT using Comcast.

Last week's topic was:

"Gift Tax Valuations"

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

Upcoming Events (all times are eastern time zone)

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

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. Additionally, ESI-Appraise offers a broad range of global securities and related financial data from all major markets and exchanges.

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

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.

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.

Click HERE for an order form.

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com

editor@appraisenj.net