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

June 10, 2025

This week's Helpful Hint is:

"Gift Tax Regulations for Stocks & Bonds"

Many of our clients use us for gift tax valuations as well as estate tax valuations. We are sometimes asked which IRS regulations do we apply to our valuations? Here is a LINK to the IRS regulations for stock and bond valuations for gift tax returns.



If you have questions, or want more information, you can EMAIL US.

Don't forget to take a look at our June 18 Webinar: "Six Efficient Ways to Get Your Estate & Gift Valuations" in the Webinar section of this eNewsletter.

Last week's Helpful Hint was:

"How Technology Is Changing Estate Valuations"

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

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.

An April 2025 Wall Street Journal article stated, "Every company I talk to is talking about productivity. How do we get our revenue per employee up, not just our revenue?”

Our 30 minute webinar "Six Efficient Ways to Get Your Estate & Gift Valuations" will briefly introduce six ways you can get estate and gift valuations, all of which have the potential to increase efficiency and productivity.

The webinar is scheduled for

Wed, Jun 18 (11:30a - 12:00p EDT).

You can register by clicking HERE.

• Wed, Jun 18: "Six Efficient Ways to Get Your Estate & Gift Valuations" webinar (see webinar section above)
• Thu, Jun 19: Juneteenth Day Holiday - the financial markets will be closed for the holiday. We will be closed as well.
• Thu, Jul 3 (6:00p EDT) through

Sun, Jul 6 (6:00p EDT):

Online services will be shut down.

Six efficient ways to get your valuations. Have it your way!

ESI-Appraise gives you six ways to get your estate, gift, and trust tax securities valuations. You don't have to fit into our workflow. We fit into yours. Have it your way!

1. APPRAISE.API: a secure interface that streamlines portfolio pricing. This is done by allowing clients to program directly from their trust system into our proprietary pricing system and customize it for their reporting needs. No personal or client data is exchanged. This can be a way to cut costs, improve efficiency, and improve your processing metrics.
2. APPRAISE.Web: A web-based application, accessed through any browser, that provides stock and bond valuations for estate, gift, and trust tax. Portfolios are saved to your account and accessible wherever you are, on any device.
3. APPRAISE.Software: Our proprietary software that has been serving our clients since 1985. Install it on any computer and get the estate, gift, and trust tax valuations you need quickly, accurately, and securely.
4. APPRAISE.SaaS: Software as a Service (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 web and combines them. You're always running the current version and do not need to install updates. Your portfolio data is stored securely on your computers. It's easy to add and remove users. The underlying technology is Citrix.
5. ESI-Direct: Thomson Reuters ONESOURCE Trust & Estate securities valuations without valuation software. Everything is done from within the Accounting or 706, reducing steps, saving time, and increasing accuracy.         
6. Outsourcing: Valuations can be submitted/delivered via email, fax, overnight courier, or mail.

Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784-8500

newappraiseesi.com