May 28, 2019 Time Saver & Helpful Hint eNewsletter

May 28, 2019 "Time Saver & Helpful Hint" weekly eNewsletter

Who is ESI-APPRAISE & how can we help you?

While we offer the typical outsourcing and software services, we are especially renowned for our cloud computing and software as a service solutions.

Click HERE for a complete list of products and services.

Weekly News Update

Trusts & Estates related article:

Tom Petty's Daughters Battle Over Control of the Late Singer's Estate

Excerpt: "Tom Petty's daughters, Adria Petty and Annakim Violette, are turning up the heat in the ongoing battle of control over the late singer's estate. In a complaint filed in Los Angeles Superior Court last week, the daughters (who are from Tom's first marriage) take aim at his widow, Dana York Petty."

You can access the complete article by clicking HERE.

Interested in what the markets are doing?

Click HERE for up to date information .

Time Saver & Helpful Hint

This week's Time Saver / Helpful Hint is:

"Non US Bonds "

Some of our clients need to value bonds which are not traded on domestic exchanges. APPRAISE version 8 has the ability to input the par value in native currency and then report the total security value in $US.

You can learn more about APPRAISE v8 by clicking HERE.

Last week's Time Saver / Helpful Hint topic was:

"Accrual calculations for Series I Savings Bonds "

You can access the eNewsletter by clicking HERE.

Solution Of The Month

"1040-1041 Income Allocator "

The ESI-APPRAISE 1040-1041 Income Allocator is a powerful tool for the preparation of IRS Form 1040-1041 tax returns when there is a date of death involved. The Allocator calculates and then allocates income, month by month, by CALENDAR or FISCAL year.

We received this email from a recent user.

"You don't know how much time I have put into trying to allocate the interest and dividends between the individual and the estate. This is very helpful!"

To learn more, click on the icon below.

1040/1041 Income Allocator

Upcoming Events

Events we are coordinating:

- Fri, Jun 14: System maintenance beginning at 5:00p ET.

(all online services will temporarily be unavailable)

Events we are attending:

- Wed, Jun 19: Greater NJ Estate Planning Council meeting

- Thu, Jun 27: Estate Planning Council of Bergen County meeting

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.

"Thanks so much. This helps in case the attorney ever comes back with questions; I can refer to your notes, very helpful."

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