October 30, 2018 "Time Saver & Helpful Hint" eNewsletter 
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(s) are:
"Pricing foreign securities"
A client recently asked us,
"Can Appraise value stocks listed on an exchange other than New York? I'm hoping to value a stock listed on the Australian Exchange."
We are able to price issues on any exchange so long as we have the correct SEDOL number.
 
and
 
"Last call for complimentary October  webinar"
Tuesday morning is your last opportunity to register for our complimentary October webinar, 
"A better way to price securities within OneSource Trust & Estate Software" 
is scheduled for Tue, Oct 30 from 11:30a to 12:00p ET.  
You can learn more and register in the WEBINAR section below. 
 
 
Last week's Time Saver / Helpful Hint topic was:
"Commentary on tax cases, rulings, and legislation for financial services professionals "
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, Oct 30 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.
   
     
Prior Webinars:
You can access recordings of our prior webinars by going to our YouTube channel
ESI-APPRAISE or clicking HERE. These 20-30 minute webinars include industry related topics and APPRAISE how to videos.  
 
Last month's webinar, "How National Estate & Gift Planning Awareness Month can build your practice and community" can be viewed by clicking on the icon below.
 
  
Sep 2018: How National Estate Planning Awareness Month can build your practice and community 
Sep 2018: How National Estate Planning Awareness Month can build your practice and community
 
UpcomingEvents Upcoming Events

Events we are coordinating (all times are ET):
- Oct 30: ESI-APPRAISE monthly webinar series (click HERE)
- Nov 16: System maintenance beginning at 5:00p ET
- Nov 21: 4:00p ET close for the Thanksgiving holiday
- Nov 23: 1:30p ET close in conjunction with the NYSE holiday  
 
Events we are attending (all times are ET):    
- Nov 7: Greater New Jersey estate Planning Council
" Martin Shenkman - Section 199A, Planning For 2018 And Beyond, and Life Insurance" 
- 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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