Weekly "Industry News & Helpful Hint" eNewsletter

May 24, 2022 "Industry News & Appraise Helpful Hint" eNewsletter

Industry News

This week's feature article is:

"Estate Plans For Creative, Entrepreneurial And Easily Distracted People"

Synopsis: Estate Planning can be too long and tedious for clients to understand, follow and execute. In order to help those who are too busy, or to distracted, to work through an estate plan, by which I mean creative people, business owners and nearly everyone with ADHD, here are three basic plans.

You can read the article by clicking

HERE.

Last week's feature article was:

"Wealthy Remain Unscathed Despite Cries Of 'Tax The Rich"

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

Appraise Helpful Hint

This week's topic is:

"Pricing Securities Using Ticker Symbols"

Appraise users can use either CUSIP numbers, SEDOL numbers, or ticker symbols to price securities. If the symbol has a PR (preferred issue) in it, for example BAC.PRM, then enter it as BAC.M"

Send us an EMAIL if you have questions.

Last week's topic was:

"Pricing data unavailable when our vendor does system maintenance"

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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