January 11, 2022 "Industry News & Appraise Helpful Hint" eNewsletter

Industry News

"An End-of-Year Estate-Planning Checklist for Advisors" Synopsis: The conversations advisors should be having with clients. You can read the article by clicking HERE. Last week's article was: "The Key Estate Planning Developments of 2021" You can read last week's eNewsletter by clicking HERE.

Appraise Helpful Hint

"Estate & Gift Tax or EZPrice?" Our software and software as a service clients have a choice between selecting an Estate & Gift Tax valuation or an EZPprice valuation. What is the difference? Estate & Gift Tax valuations satisfy the stringent IRS Forms 706 and 709 requirements. EZPrice is intended for portfolio valuations and does not comply with IRS regulations. EZPrice valuations are lower cost than Estate & Gift Tax valuations. Last week's topic was: "IRS Regulations For Estate Tax Securities Valuations" You can read last week's eNewsletter by clicking HERE.

Upcoming Events (all times are eastern time zone)

Mon, Jan 17: ESI-Appraise closed for NYSE Martin Luther King Day holiday 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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