Weekly "Industry News & Helpful Hint" eNewsletter

May 31, 2022 "Industry News & Appraise Helpful Hint" eNewsletter

Industry News

This week's feature article is:

"Where Not To Die In 2022: The Greediest Death Tax States"

Synopsis: Should death be taxing? Amid budget surpluses, states started slashing income taxes last year. But only two have made significant changes to their estate or inheritance taxes so far.

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:

"Alternate Valuation Date"

In recent years, few trust and estate professionals were filing alternate date of death valuations because the financial market indices were steadily going up. Now, with all of the recent fluctuations in the financial markets, trust and estate professionals should consider preparing Alternate Date of Death valuations.

While some alternate valuations are relatively straight forward, others are very complicated with the inclusion of corporate actions and sales. If you have questions about preparing alternate valuations, please contact us.

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, Jun 16: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.
Mon, Jun 20: NASDAQ & NYSE markets closed for Juneteenth Day holiday. We will be closed as well.

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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Evaluation Services, Inc.

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(201) 784 8500

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