Industry News and Helpful Hint eNewsletter

"Industry News, Helpful Hint, & Upcoming Events" eNewsletter

September 5, 2023

Trusts & Estates News

This week's Trust and Estate article is:

"Trust's Incorrect Tax Form Forfeited Large Tax Refund Claim: A Lesson For Trustees"

(Excerpt from actual article):

Trust lost a large tax refund because it sought because it filed on the wrong form. So the moral of this tax tale is that you have to be careful about making sure you file the right tax form to get what you want..

You can read the article by clicking

HERE.

Last week's Trust & Estate article was:

"Portability of Deceased Spousal Unused Exclusion Extended"

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

Helpful Hint

This week's "Helpful Hint" is:

"IRS Forms 1040 & 1041 Income"

Our Trusts & Estate news article contains a reference to the IRS Form 1041, U.S. Income Tax Return for Estates and Trusts. Did you know that we have a valuation which calculates and prorates the dividends to a decedent's final income (Form 1040) and trust/estate (Form 1041) tax returns for a calendar or fiscal year. You can create a new portfolio or import an existing date of death portfolio.

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If you are not already an ESI-Appraise client, webappraisenj.com and our outsourcing service, are quick and easy ways to get started with us.

If you are a ONESOURCE Trust & Estate Administration client, ESI-Direct makes the valuation process so much easier.

A full list of our delivery options, and valuation types, is available in the "Maybe there is a better way?" section of this eNewsletter.

Last week's "Helpful Hint" was:

"Daily Dividends for Mutual Funds"

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

Financial Markets News

This week's Financial Market news is:

"‘Screaming Buy’ on the 10-Year Meets Skepticism"

Excerpt (from actual article):

My favorite type of sentence is one that includes both “screaming” and “Treasury” in it. Luckily for me, Ian Lyngen of BMO Capital Markets delivered a beauty this week..

You can read the article by clicking HERE.

Last week's Financial Market news was: "Powell's Jackson Hole speech has bonds a jitter"

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

Upcoming Events

Fri, Sep 8: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.
Fri, Sep 15: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

Maybe there is a better way?

Why don't you ask us about your stock and bond valuations for trusts & estates?

Maybe there is a better way than how you are doing them now!

Keep reading for a list of valuations we provide and how you can get them.

If you want more information, either call us at 201-784-8500 x103 or

EMAIL us.

These are the valuations we provide and how you can get them.

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