Weekly "Industry News & Helpful Hint" eNewsletter

January 18, 2022 "Industry News & Appraise Helpful Hint" eNewsletter

Industry News

"2022 Transfer Tax Update"

Synopsis: Despite the various proposals to lower federal transfer tax (estate, gift and GST taxes) exemptions and increase the tax rates, none of them were enacted in 2021. This means that the exemptions have increased for inflation in 2022, giving clients a “second bite at the apple” on locking in the advantageous rates and exemptions before they revert to $5 million in 2025, at the latest.

You can read the article by clicking HERE.

Last week's article was:

"An End-of-Year Estate-Planning Checklist for Advisors"

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

Appraise Helpful Hint

"Importing From / Exporting to Excel"

ESI-APPRAISE clients, whether they subscribe to our outsourcing or online self-help solutions, can import holdings from, and export valuations to, an Excel spreadsheet. This simple process is growing in popularity because it improves accuracy and saves time. Please contact us for more information.

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)

Thu, Jan 27: (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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Evaluation Services, Inc.

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