How To Prepare Now For The Approaching Crossroad In Estate Planning

September 21, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

Synopsis: We’re approaching a crossroad in estate planning, and those who might be affected need to take action before we reach it.

Please read the remainder of this eNewsletter for our helpful hint, poll & webinar, valuations we provide, delivery options, and upcoming events.

Weekly Time Saver & Helpful Hint

This week's topic is:

"1040/1041 Income Allocator webinar"

This is your last opportunity to register for our complimentary 1040/1041 Income Allocation webinar which is scheduled for Thursday, September 24. You can learn more about in the "Poll & Webinar" section below.

Last week's topic was:

"Name Changes"

You can access the eNewsletter by clicking HERE.

Monthly Poll & Webinar

This month's topic is:

"Do you prepare IRS Form 1041 tax returns?"

Our August 31 Time Saver & Helpful Hint eNewsletter discussed how the IRS is responding to tax returns which they have not yet opened and corresponding erroneous balance due notices issued. The article says: "The problem has been particularly acute for taxpayers who are filing Form 1041 estate and trust tax returns and receiving the balance due notices."

Our September poll question is:

"Do you prepare IRS Form 1041 tax returns?"

You can participate by clicking 'Yes' or 'No' in the poll on the right.

If your answer to our poll question is 'Yes,' then our complimentary September 24 webinar may be of interest to you. Click HERE to learn more.

Do you prepare IRS Form 1041 tax returns in your office?

Yes

Select

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.

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 for Dividend Reinvestment Plans & Equities
1040 / 1041 Income Allocation to Calendar or Fiscal Year based on date of death

How can I get a valuation from ESI-APPRAISE?

1. Secure online solutions (You do the work, using our tools, and save money)

- APPRAISE Web: Use credit card or account #; can be run from anywhere/any platform

· APPRAISE Windows: Software on your computer; internet connection to access the data

· APPRAISE ASP, our software as a service (SaaS) solution:

Software on our computer, data on your computer for security and peace of mind
Always running the current version eliminating the need to install updates
Easy to add and remove users
More reports and features than traditional, desktop installed, software

· ESI-Direct: Value your ONESOURCE Trust & Estate securities without valuation software

2. Outsourcing solution (We have the expertise, do the work, and save you time):

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

Upcoming ESI-APPRAISE Events

Sep 24: 1040/1041 Webinar (11:30a ET)
Sep 24: System Maintenance (5:00p ET)

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

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