A Biden Presidency Could Complicate Your Estate Taxes and Planning. Start Preparing Now.

November 2, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

Synopsis: Concerned about Democratic presidential candidate Joe Biden’s desire to raise estate and capital gains taxes and change the taxation of capital assets upon death, some wealthy individuals are reconsidering their estate-planning strategies.

Weekly Time Saver & Helpful Hint

"SEDOL numbers"

We have the ability to price international securities using SEDOL numbers. The stock exchange daily official list (SEDOL) is a seven-character identification code assigned to securities that trade on the London Stock Exchange and various smaller exchanges in the United Kingdom. SEDOL codes are used for unit trusts, investment trusts, insurance-linked securities, and domestic and foreign stocks. SEDOL codes are comparable to CUSIP numbers, which are codes issued by the Committee on Uniform Securities Identification Procedures for stocks traded in the United States.

Last week's topic was:

"Universal Import"

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

Service of the Month: APPRAISE in the Cloud

APPRAISE in the Cloud provides historical stock and bond valuations in a web-based environment. You can access this service from your phone, tablet, laptop, or desktop computer, and your data follows you wherever you go.

Appraise in the Cloud generates date of death / alternate date, gift tax, market value, & closing price reporting. All you need is a credit card or account number, CUSIP or Ticker, and the shares/par value. You can email completed valuations, in PDF format, without leaving the application.

Though the product is easy to use, we have a tutorial video if you are interested.

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:

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 for Dividend Reinvestment Plans & Equities
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 on your computer; internet connection to access data

· APPRAISE.ASP: Our software as a service (SaaS) solution:

Software on our computer, data on your computer for security
Always running the current version eliminating the need to install updates
Easy to add and remove users
More reports and features than traditional desktop installed software

· ESI-Direct: ONESOURCE Trust & Estate securities without valuation software

2. Outsourcing solution (We do the work and save you time.)

Valuations can be submitted/delivered via email, fax, overnight courier, or mail.

Upcoming ESI-APPRAISE Events

Nov 19: System Maintenance (5:00p ET)
Nov 25: (2:00p ET) close for day before Thanksgiving holiday
Nov 26: Thanksgiving Holiday
Nov 27: (2:00p ET) close for day after Thanksgiving holiday.

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

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