May 3, 2022 "Industry News & Appraise Helpful Hint" eNewsletter

Industry News

This week's feature article is: "Four More Years for the Heightened Gift and Estate Tax Exclusion" Synopsis: With the heightened gift and estate tax exclusion amount seemingly safe for the next four years, and with interest rates and inflation running hot, should clients and their advisers think differently about the exclusion in 2022, than they did in 2021?  You can read the article by clicking HERE. Last week's feature article was: "Taxing the Wealthy: Is Biden’s Minimum Tax the Answer?" You can read last week's eNewsletter by clicking HERE.

Appraise Helpful Hint

This week's topic is: "Export to comma delimited & Excel" We had quite a few queries this tax season about our export to Excel function. All of our estate tax valuations are available in comma delimited and Excel format. This is a great option for clients who need to upload the values into a different application. Send us an EMAIL if you have questions. Last week's topic was: "IRS Regulations for IRS Form 706 Estate Tax Dividend Reporting" You can read last week's eNewsletter by clicking HERE.

Upcoming Events (all times are eastern time zone)

Thu, May 19: (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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