Industry News and Helpful Hint eNewsletter

"Trust & Estate Industry News & Appraise Helpful Hint" eNewsletter

November 8, 2022

Trust & Estate Industry News

This week's feature article is:

"Super-Rich Americans Paid 97% More Estate Tax During Pandemic"

Excerpt (from actual article):

The IRS collected $18.4 billion in such levies last year, though some experts say the increase was likely a one-year blip.

You can read the article by clicking

HERE.

Last week's feature article was:

"Will a Request for an Estate/Gift Tax Transcript Trigger an Audit?"

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

ESI-Appraise Helpful Hint

This week's topic is:

"Estate & Gift Tax or EZPrice?"

Our software and Software as a Service (ASP) clients have a choice between selecting an Estate & Gift Tax valuation or an EZPprice valuation. What is the difference? Estate & Gift Tax valuations satisfy the stringent IRS Forms 706 and 709 requirements. EZPrice is intended for portfolio valuations and does not comply with IRS regulations. EZPrice valuations are lower cost than Estate & Gift Tax valuations.

Please EMAIL us for more information.

Last week's topic was:

"What is TLS & how might it affect me?"

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

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
Universal Import: A utility which enables users to create portfolios from comma delimited or Excel files in lieu of manually entering CUSIP/Ticker and shares.

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 Events

Thu, Nov 10: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.
Wed, Nov 23: (2:00p ET) early close for Thanksgiving Holiday.
Fri, Nov 25: (2:00p ET) early close for day after Thanksgiving holiday.

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