November 20, 2018 "Time Saver & Helpful Hint" eNewsletter 
WeeklyNewsWeekly News Update  
 
You can access the complete article by clicking HERE.
 
The week ahead:
(Your guide to this week's big events)
You can access the complete article by clicking HERE .

The week in review:
(A round-up of some of last week's significant corporate events and news stories.)
You can access the complete article by clicking HERE.
 
If you need immediate, no frills, stock and bond valuations for trusts and estates, or historical portfolio pricing, try appraise.web.

If you're looking to outsource your valuations, or to replace legacy estate valuation software with a state of the art " software as a service" solution, EMAIL us.
 
Thank you for subscribing to our eNewsletter and allowing us to serve you.
TSHH Time Saver & Helpful Hint
 
This week's Time Saver / Helpful Hint is:
"What happens if the valuation date falls on the Thanksgiving Holiday?"
If the valuation date falls on Thursday, November 22, we will follow the standard IRS regulations for Estate and Gift tax securities valuations which can be found by clicking HERE.   

Last week's Time Saver / Helpful Hint topic was:
"Veteran's Day Holiday "
You can access the eNewsletter by clicking HERE.  
Webinar
WebinarComplimentary Webinar

We instituted a complimentary webinar series to enable our subscribers to receive concise instruction on issues and ideas affecting our industry without having to leave your office.

 
Our next webinar: 
"A better way to price securities within OneSource Trust & Estate Software" 
is scheduled for Tue, Nov 27 from 11:30a to 12:00p ET.

Here is a synopsis:
ESI-Direct,version 1, introduced nearly a decade ago, significantly improved the process by which OneSource Trust and Estate Administration (OTEA) clients were able to populate their starting assets for estates and trusts. Since then, the underlying technology has advanced and we collaboratively saw an opportunity to improve the product. The release of version 2 (V2), which has been in development for quite a while, improves the speed and reliability of the valuation process. Our presenter is Earl Linton, Product Trainer for OTEA. This is a repeat of the October webinar due to popular demand. 
   
     
Prior Webinars:
You can access recordings of our prior webinars by going to our YouTube channel
ESI-APPRAISE.
These 20-30 minute webinars include industry related topics and APPRAISE how to videos.  
UpcomingEvents Upcoming Events

Events we are coordinating (all times are ET):
- Nov 21: 3:00p ET close for the Thanksgiving holiday
- Nov 22: Thanksgiving Holiday 
- Nov 23: 1:30p ET close in conjunction with the NYSE holiday   
- Nov 27: ESI-APPRAISE monthly webinar series (click HERE) 
 
Events we are attending (all times are ET):    
- Nov 27: Estate Planing Council of New York City meeting 
  " Sean R. Weissbar - Tax-Exempt Organizations: An Introductory Overview"
- Nov 29: Estate Planning Council of Bergen County meeting 
  "Sandra C. Fava - The Intersection of Estate Planning and Divorce"
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Here is a recent testimonial from a client.
"Wonderful working with you. And your help and expertise through the process was invaluable. Many thanks." - Saratoga Springs, NY  

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