July 9 "Industry News and Helpful Hint" eNewsletter

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

July 9, 2024

Trusts & Estates News

This week's Trust and Estate article is: "How Biden And Trump’s Tax And Estate Planning Proposals Differ"

(Excerpt from actual article):

Both President Joe Biden and former President Donald Trump have proposed significant changes to the tax landscape, particularly concerning wealth transfer tax exemptions (including estate, gift, and generation-skipping transfer tax exemptions), post-mortem basis adjustment rules, and capital gains taxes. Understanding the implications of these proposed plans is crucial for taxpayers and policymakers alike. This article will explain some of the key differences between the Biden and Trump plans, examining how they may shape the future of taxation in the United States.

You can read the article by clicking

HERE.

Last week's Trust & Estate article was: "A Crucial Window for Estate Planning: Preparing for 2026 Changes"

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

Helpful Hint

This week's Helpful Hint is:

"We have options identifiers & ticker symbol research"

If you are pricing equities, funds, or options, and do not have the required identifier/symbol, our Research utility may just be what you are looking for. Research services are available on our website and are integrated into our webappraise product.

Last week's Helpful Hint was:

"How can I have ESI-APPRAISE prepare the valuation for me If I don't want to do it myself?"

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)

Thu, Jul 18: (5:00p EDT) 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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