May 13, 2025 "Industry News and Helpful Hint" eNewsletter

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

May 13, 2025

Trusts & Estates News

This week's Trusts and Estates article is:

"The Ways and Means’s TCJA Legislation: What’s in and What’s Missing?"

(Excerpt from actual article):

"The House Ways and Means Committee released legislative text ahead of their scheduled mark up. This legislation includes some of the major provisions of the Tax Cuts and Jobs Act (TCJA) and some small changes, but is missing large provisions that are expected to be included in the final bill."

You can read the article by clicking

HERE.

Last week's Trust & Estate article was:

"Will of Former Zappos CEO Found Years After His Death"

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

Helpful Hint

This week's Helpful Hint is:

"Utility Program To Import Securities"

Universal Import is a utility program for Appraise that enables users to mass import securities into a portfolio. This video demonstrates how to use this utility from start to finish. UI helps to automate the process of adding/entering identifier symbols and shares into Appraise, saving a tremendous amount of time and reducing typographical errors.

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

Last week's Helpful Hint was:

"Intercontinental Exchange (ICE) cannot provide valuations for its own bonds"

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, May 22: (5:00p EDT) System Maintenance - all online services will be unavailable with service being restored by 9:00p EDT.

Fri, May 23 (6:00p EDT) through Mon, May 26 (6:00 EDT): System Maintenance - all online services will be unavailable.

Six 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!

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.
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.
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.
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.
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.
Outsourcing: Valuations can be submitted/delivered via email, fax, overnight courier, or mail.

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

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(201) 784-8500

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