June 18 eNewsletter: "Industry News and Helpful Hint"

"Industry News, Helpful Hint, & Upcoming Events" eNewsletter

June 18, 2024

Trusts & Estates News

This week's Trust and Estate article is: "High Court Estate Tax Ruling Forces Succession Planning Revamps"

(Excerpt from actual article):

Estate lawyers will have to reevaluate their options for reducing taxes for family businesses creating succession plans after the US Supreme Court’s decision against an estate in its stock valuation dispute with the IRS.

You can read the article by clicking

HERE.

Last week's Trust & Estate article was: "IRS can tax death benefits used to purchase stocks, high court rules"

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

Helpful Hint

This week's Helpful Hint is:

"Wed, June 26 Webinar: "Estate & Gift Tax Valuations in the Cloud" 26 Webinar: "Estate & G

WealthManagement.com recently published an article entitled, The Estate Tax Tech Revolution Is Picking Up Speed. Here is an excerpt from the article: “The integration of technology into estate planning has revolutionized the field, breaking down long-standing barriers.”

Have you considered the possibility of preparing estate and gift tax valuations from a website instead of software? If you have, our Wed, June 26 webinar, "Estate & Gift Tax Valuations in the Cloud" may be of interest to you.

Please click HERE to learn more about this Wed, June 26 webinar.

Last week's Helpful Hint was:

"How are CUSIP numbers derived?"

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

Weekly Financial Market Review

Our business resides at the intersection of trust & estate law as well as financial data reporting.

We make it easy for our clients to stay current on financial market news by making a weekly market recap available by clicking HERE.

Upcoming Events

(Subject to change - please monitor regularly)

Wed, Jun 19: We will be closed for the NASDAQ & NYSE Juneteenth holiday. All online services will be available.
Thu, Jun 20: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

Is there a better way to prepare your valuations?

Why don't you consider us for your stock and bond valuations for trusts & estates? Maybe there is a better way than how you are doing them now?

We've been providing these valuations since 1985 and have experience and insight. Our pricing universe contains millions of US and foreign securities with corresponding decades of history. We can speak with you to potentially identify ways to improve accuracy, productivity, and output.

Click HERE for a list of valuations we provide and how you can get them.

If you want to speak with us, please:

call: 201-784-8500 x111

email: customerservice@appraisenj.net

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Evaluation Services, Inc.

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(201) 784 8500

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