May 18, 2021 "Time Saver & Helpful Hint" eNewsletter

Weekly Time Saver

"Saving valuations in Excel format"

All of our clients, whether they outsource the work to us or do it themselves using one of our online technology services (software, software as a service, and web), have the option to save the valuation in Excel format.

Last week's topic was:

"Valuing mutual funds when the date of death falls on a weekend"

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

Weekly Helpful Hint

"Michael Jackson Case Provides Guidelines for Estate Planning"

Synopsis: Michael Jackson’s estate has been fighting the IRS for seven years over the value of the pop star’s name and likeness and music rights holdings. Jackson died in 2009 at the age of 50 amid several reputation-damaging scandals. His estate’s representatives and the IRS disagreed about the value of his name, likeness and other holdings by hundreds of millions of dollars, and the IRS originally sent the estate a more than $500 million estate tax bill.

Click HERE to read the article.

(If you have trouble accessing the page, please contact us.)

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:

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:

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

· 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.

Upcoming ESI-APPRAISE Events

May 20: (5:00p ET) System Maintenance - all online services unavailable.

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