September 10 "Industry News and Helpful Hint" eNewsletter

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

September 10, 2024

Trusts & Estates News

This week's Trust and Estate article is: "Navigating Estate Planning As The TCJA Nears Expiration"

(Excerpt from actual article):

As I’ve referenced in my last few articles, the Tax Cuts and Jobs Act (TCJA) expires at the end of 2025. This could be a big deal. While the upcoming election will likely determine whether it will happen, no one has a crystal ball. Given the potential for reduced estate tax exemptions, people with sizable portfolios may want to act now to make the most of their wealth. Below are some strategies to mitigate your tax burden while ensuring a smooth asset transfer.

You can read the article by clicking

HERE.

Last week's Trust & Estate article was: "In both estate administration and angling, it pays to prepare for the unexpected"

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

Helpful Hint

This week's Helpful Hint is:

"What is a daily dividend fund and how to include daily dividends which are earned, but not yet paid, in your Appraise valuation"

A daily dividend fund is an investment in which dividends are earned each day and, generally, paid monthly.

To include the daily dividends which are earned, but not paid, you need to go into system setup and toggle accrue unpaid dividends to "Y".

Last week's Helpful Hint was:

"How many decimal positions does NASDAQ carry prices out to?"

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

Weekly Financial Market Review

Our business resides at the intersection of trust & estate law as well as financial data reporting.

We make it easy for our clients to stay current on financial market news by making a weekly market recap available by clicking HERE.

Upcoming Events

(Subject to change - please monitor regularly)

Thu, Sep 19: (5:00p EDT) System Maintenance - all online services will be unavailable with service being restored within a few hours.
Sat, Sep 21: (9:00a EDT) System Maintenance - all online services will be unavailable with service being restored within a few hours.
Thu, Sep 26: (11:30a EDT) September webinar - "APPRAISE API - Integrated Estate & Gift Tax Valuations"
Mon, Jan 13 to Fri, Jan 17: We will be exhibiting at 59^thAnnual Heckerling Institute on Estate Planning.

Is there a better way to prepare your valuations?

Why don't you consider us for your stock and bond valuations for trusts & estates? Maybe there is a better way than how you are doing them now?

We've been providing these valuations since 1985 and have experience and insight. Our pricing universe contains millions of US and foreign securities with corresponding decades of history. We can speak with you to potentially identify ways to improve accuracy, productivity, and output.

Click HERE for a list of valuations we provide and how you can get them.

If you want to speak with us, please:

call: 201-784-8500 x111

email: customerservice@appraisenj.net

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Evaluation Services, Inc.

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(201) 784 8500

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