September 3, 2019 "Time Saver & Helpful Hint" weekly eNewsletter 
Cost Basis related article:
Democrats' Emerging Tax Idea: Look Beyond Income, Target Wealth
Synopsis: "For the richest Americans, Democrats want to shift toward taxing their wealth, instead of just their salaries and the income their assets generate. The personal income tax indirectly touches wealth, but only when assets are sold and become income."
You can access the complete article by clicking HERE.

Interested in what the financial markets are doing?
Click HERE for up to date information.
 
Who is ESI-APPRAISE & how can we help you with estates, gifts, trusts, and cost basis?
Click HERE to find out.
TSHH Time Saver & Helpful Hint
 
This week's Time Saver / Helpful Hint is:
"How do you deliver your monthly invoices?"  
Our month end invoices are delivered by email and you have the option of paying by check, credit card, or electronic fund transfer.  
 
Last week's Time Saver / Helpful Hint topic was:
"What if the date of death occurs during the extended Labor Day weekend?"
You can access the eNewsletter by clicking HERE.     
TSHH Solution Of The Month
 
"IRS Form 706 Estate Tax Valuations "
Although IRS Form 706 Estate Tax are our most frequently used valuation, we do not talk about them a lot. Here are some things you may find interesting:
 
1. Our valuations are in full compliance with the stringent IRS regulations and have been deemed acceptable for use by the Internal Revenue.
 
2. Issues on the final report can be sorted by CUSIP® number, security type, or alphabetically.
 
3. If you prepare alternate valuations which have transactions between the date of death and alternate date, Appraise allows you to input 17 unique types.
 
4. Assets can be imported into Appraise electronically or manually.
 
Here's a synopsis of a story a client shared with us.
"We recently assumed responsibility for the date of death valuations from another department. When we contacted your technical support desk, they readily trained us on how to use the product from importing the holdings using Universal Import, generating the date of death, creating the alternate and applying transactions at a later time, and finally creating an output file to be imported into another application. Thank you." 
 
To take a closer look, click on Sample Report or look at the picture below. 
 
Here's how you can generate a valuation with us:
 

1. Secure online solutions (You produce the report and save money) 

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

· APPRAISE ASP: Software on our computer - data on yours; no installation or upgrades; can be accessed from any computer on your company network; more features than software

· APPRAISE in the Cloud: Software and data on our computers; no installation or upgrades;

  can be accessed from any computer anywhere; more features than software

· APPRAISE Web: Internet application using credit card; can be run from anywhere

· ESI-Direct: No software; value your ONESOURCE securities using the internet from FPS

                    
2. APPRAISE outsourcing solution (we do the work and save you time):
·  Valuations can be submitted/delivered via email, fax, overnight courier, or mail
 
If you would like more information, please
- call 201.784.8500 x104 
UpcomingEvents Upcoming Events

Events we are coordinating:
- Thu, Sep 12: ESI system maintenance beginning at 5:00p EDT            
 
Events we are attending:   
- Thu, Sep 12:Estate Planning Council of New York City meeting
- Wed, Sep 18: Greater New Jersey Estate Planning Council meeting 
- Thu, Sep 26: Estate Planning Council of Bergen County meeting 
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