May 10, 2022 "Industry News & Appraise Helpful Hint" eNewsletter

Industry News

This week's feature article is: "IRS proposes to amend estate and gift tax basic exclusion regs." Synopsis: The IRS issued proposed regulations Tuesday (REG-118913-21) that would provide an exception to the anti-"clawback" special rule that preserves the benefits of the temporarily higher gift and estate basic exclusion amount. The regulations would apply to certain transfers that are includible, or treated as includible, in a decedent's gross estate under Sec. 2001(b). You can read the article by clicking HERE. Last week's feature article was: "Four More Years for the Heightened Gift and Estate Tax Exclusion" You can read last week's eNewsletter by clicking HERE.

Appraise Helpful Hint

This week's topic is: "Interface with Onesource Trust & Estate Administration" We interface with ONESOURCE Trust & Estate Administration (OTEA) which provides software and services for fiduciary tax, court accounting, estate planning and more. OTEA clients can import our security valuations into their OTEA reports thereby improving accuracy and saving time in lieu of manual entry. Send us an EMAIL if you have questions. Last week's topic was: "Export to comma delimited & Excel" You can read last week's eNewsletter by clicking HERE.

Upcoming Events (all times are eastern time zone)

Thu, May 26: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours Fri, May 27: (3:00p ET) Support will be closing early for the Memorial Day Holiday.

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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