"Trust & Estate Industry News & Appraise Helpful Hint" eNewsletter

September 13, 2022

Industry News

This week's feature article is:

"Inheritance and Estate Taxes Can Impact Ordinary Taxpayers Too"

Excerpt (from actual article):

"The news that King Charles III will not have to pay tax on assets that he inherits is making headlines this week. Some of the chatter suggests that a full tax exemption is a perk of being royal, while others have claimed that no exemptions apply to more ordinary taxpayers. Both premises are wrong."

You can read the article by clicking

HERE.

Last week's feature article was:

"What Spouses Need To Know About Portability Of The Estate Tax Exemption"

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

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. Additionally, ESI-Appraise offers a broad range of global securities and related financial data from all major markets and exchanges.

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 Calculator for Corporate Actions
Cost Basis Calculator for Dividend Reinvestment Plans
1040/1041 Income Allocation for Calendar or Fiscal Year

Helpful Hint

This week's topic is:

"Transactions between the date of death and alternate valuation dates."

If you prepare alternate valuations which have transactions between the date of death and alternate date, Appraise allows you to input 17 unique types. For example, you can enter exchanges, mergers, sales, and spin offs.

Last week's topic was:

"Check Digits"

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

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 and data stored on your computer
APPRAISE.SaaS: our Software as a Service (SaaS) solution. SaaS means we host the software, which you access via the internet, and you store your data locally on your computer. This benefits you and your information technology group because a hybrid solution takes the best of software and cloud and combines them.

You're always running the current version and do not need to install updates.
It's easy to add and remove users
It has more reports and features than traditional desktop software
You store your data securely on your computers.

ESI-Direct: ONESOURCE Trust & Estate securities valuations without software
Universal Import: A utility which enables users to create portfolios from comma delimited or Excel files in lieu of manually entering CUSIP/Ticker and shares.

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

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

Click HERE for an order form.

Upcoming Events

Thu, Oct 6: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

Are you the correct recipient of this eNewsletter?

Perhaps your coworker or colleague would benefit from the information contained in this eNewsletter. Please feel free to share it with them. They can then sign up for their own subscription by clicking on the link below.

You can 'Safely Unsubscribe' by clicking on the link at the bottom of this eNewsletter.

Thank you for subscribing and allowing us to serve you.

Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com

editor@appraisenj.net