Weekly "Industry News & Appraise Helpful Hint" eNewsletter

September 14, 2021 "Industry News & Appraise Helpful Hint" eNewsletter

Industry News

"Capital Gains Tax Hike And More May Come Just After Labor Day"

Synopsis: The House Ways and Means Committee may release a draft of the $3.5 trillion social policy bill as early as next week, including the tax hikes needed to pay for it. That’s left wealthy taxpayers scrambling to do proactive planning, especially to avoid a possible doubling of the top capital gains tax rate to 39.6%, up from 20%, which could be retroactive to the date legislation is introduced.

You can read the article by clicking HERE.

Last week's article was:

"Who Will Carry Out Your Client’s Wishes if Family Is Not the Answer?"

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

Appraise Helpful Hint

"IRS mode"

One of the options in our system setup is IRS mode. This allows the user to enter reported values and accruals/dividends per security and compare the difference between the actual and reported values.

Please CONTACT US if you have any questions.

Last week's topic was:

"Estate tax valuations when there has been a stock split"

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

Upcoming Events (all times are eastern time zone)

Thu, Sep 23: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

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

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

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.

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