August 31, 2021 "Industry News & Appraise Helpful Hint" eNewsletter

Industry News

"Who Will Carry Out Your Client’s Wishes if Family Is Not the Answer?" Synopsis: Choosing the right person to manage your client’s affairs if they die or become incapacitated isn’t easy. It can be even more challenging if your client isn’t married and doesn’t have family members available to step in. You can read the article by clicking HERE. Last week's article was: "Wealth Managers And Their Clients Wait Nervously For The Tax Hikes That Will Finance Democrats’ $3.5 Trillion Spending Plan" You can read last week's eNewsletter by clicking HERE.

Appraise Helpful Hint

"Estate tax valuations when there has been a stock split" Someone recently reached out to us because the General Electric common price we reported for an estate tax return, which had a 2020 date of death, was very different from the price on the broker statement. It turns out that GE had a reverse 1:8 split in August of 2021. The broker statement was reporting the adjusted price, whereas we were providing the IRS Form 706 required unadjusted price. Please CONTACT US if you have any questions. Last week's topic was: "Estate & Gift Tax or EZPrice?" You can read last week's eNewsletter by clicking HERE.

Upcoming Events (all times are eastern time zone)

Fri, Sep 3: Early 2:00p close for the Labor Day weekend holiday Mon, Sep 6: Labor Day holiday observed 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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