October 29, 2019 "Time Saver & Helpful Hint" weekly eNewsletter 
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:
"Does ESI-APPRAISE have a ticker symbol database?" 
Clients who subscribe to our APPRAISE.ASP product have access to a database of ticker symbols. This feature is very valuable because it enables users to reconcile and verify ticker symbols with their corresponding CUSIP numbers. APPRAISE.ASP provides all of the advantages of a web based solution combined with the security of storing all of the information on your computer. 
 
Last week's Time Saver / Helpful Hint topic was:
"Gift Tax 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, our software as a service (SaaS) solution:
     - Software on our computer - data on yours; no installation nor upgrades and data is secure
     - Always running current version 
     - Highly scalable, both upward, in good times, and downward when business is slow
     - More options than software including ticker symbol lookup and capital change reporting. 
· APPRAISE Web: Internet application using credit card; can be run from anywhere/any platform 
· 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:
- Nov 19: Webinar: - "Automating GRAT & CRUT valuations "
- Nov 21: System maintenance beginning at 5:00p ET.   
  All online services wil be unavailable for a few hours. 
 
Events we are attending:    
- Nov 12: Estate Planning Council of New York City meeting
- Nov 20: Greater New Jersey Estate Planning Council meeting
- Jan 13-17: 54th Annual Heckerling Institute on Estate Planning 
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Here is a recent testimonial from a client.
"THANK You for the quick turn around!"
Wellesley, MA  
 
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