October 22, 2019 "Time Saver & Helpful Hint" weekly eNewsletter 
Cost Basis related article:
Gift Tax Return Lessons: Common Mistakes And Tips For Your Gift Tax Return
Synopsis: "While gift tax returns, filed on IRS Form 709, on the surface appear seductively simple, they are anything but. Gift tax returns are incredibly complicated" 
You can access the complete article by clicking HERE.

Interested in what the financial markets are doing?
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Who is ESI-APPRAISE & how can we help you with estates, gifts, trusts, and cost basis?
Click HERE to find out.
TSHH Time Saver & Helpful Hint
 
This week's Time Saver / Helpful Hint is:
"Gift Tax Valuations" 
This week's feature Cost Basis article says,
"While gift tax returns, filed on IRS Form 709, on the surface appear seductively simple, they are anything but. Gift tax returns are incredibly complicated."
 
Gift tax valuations for securities need to adhere to the stringent IRS regulations or risk the possibility of an audit. The figures provided on brokerage statements do not always satisfy these requirements. ESI-APPRAISE valuations,  
which are in full compliance with the regulations, are available via numerous delivery options.
Click here for a SAMPLE REPORT.  
Click here to explore DELIVERY OPTIONS.  
 
Last week's Time Saver / Helpful Hint topic was:
"Accurate Step Up In Basis Valuations"
You can access the eNewsletter by clicking HERE.     
TSHH Solution Of The Month
 
"Grantor Retained Annuity Trust (GRAT) Valuation "
Last month, we focused on our Estate Tax valuations which are our most frequently used service. Another popular type of valuation, which has to adhere to the same stringent IRS regulations are Grantor Retained Annuity Trusts (GRATs). Our clients have the capacity to produce these with or without accruals. Please take a moment to look at the sample reports below. If you click on the heading below, they will appear in more detail.   
 
 
 
DeliveryOptionsH ow do I generate an ESI-APPRAISE valuation?
 
 
Here's how you can generate a valuation with us (see below):
1. Secure online solutions (You produce the report and save money)  
· APPRAISE Windows : Software on your computer; internet connection to access the data
· APPRAISE ASP: Software on our computer - data on yours; no installation or upgrades; can be   accessed from any computer on your company network; more features than software
· APPRAISE Web: Internet application using credit card; can be run from anywhere
· ESI-Direct:  No software; value your ONESOURCE securities using the internet from FPS
                    
2. Outsourcing solution (we have the expertise, do the work, and save you time):
·  Valuations can be submitted/delivered via email, fax, overnight courier, or mail
 
If you would like more information, please
- call 201.784.8500 x104 
UpcomingEvents Upcoming Events

Events we are coordinating:
- October 24: System maintenance beginning at 5:00p ET.                All online services wil be unavailable for a few hours. 
 
Events we are attending:    
- October 24: Estate Planning Council of Bergen County Estate Planners Day
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