Estate Planning Under the New Tax Reform Guidelines

June 5, 2018 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

This week's feature article is:

Estate Planning Under the New Tax Reform Guidelines

Here is an excerpt from the article:

" Just because the estate tax exemption has been raised, doesn't mean that there are still income tax variables that need to be considered."

You can access the complete article by clicking here.

Last week's feature article was:
Here's How Much Money You Need for Bankers To Think You're Rich
You can access the complete article by clicking here..

Time Saver / Helpful Hint

This week's topic is:

"New Version of Appraise is here!"

We have great news! APPRAISE Version 8.01 will be released the week of June 4. Our existing clients will be notified by email. If you are not already a customer and want to learn more, please contact Don Bolt at (201) 784-8500 x104 or accountinfo@appraisenj.net.

Here are are the programs that come bundled with the new version:

1. "ESTATE & GIFT TAX" for estate, gift, and trust tax pricing & accruals.

2. "EZPRICE" for historical securities pricing without accruals for one valuation date.

3. "BASIS$EARCH" for multi-date historical securities pricing without accruals .

Here are some NEW features everyone will be receiving.

1. Accruals for mutual funds that declare dividends daily and pay later are now available.
2. The choice of entering the par value for foreign bonds in native or US currency.
3. Enhanced report print preview - it now defaults to full screen.
4. Ability to receive notices directly from us through APPRAISE.
5. An "UPDATES ARE AVAILABLE" button will flash when future versions are available.
6. Improved import/export capabilities including a new Universal Import.

Here are some EXCLUSIVE features our "software as a service" clients will receive.

1. You get the update automatically! Just log in account number and you're all set.
2. A new Ticker symbol grid ensures the Ticker you price represents the CUSIP you need.

3. You have access to the existing "COST BASIS FOR DIVIDEND REINVESTMENT PLANS" as well as our upcoming "1040/1041 INCOME ALLOCATOR" & "FORM 8971 FOR SECURITIES" applications.

Last week's Time Saver / Helpful Hint topic was:
" Cost Basis for DRiPs"

You can access the eNewsletter by clicking here.

Complimentary Webinar

We instituted a complimentary webinar series to enable our subscribers to receive concise instruction on issues and ideas affecting our industry without having to leave your office.

Our next topic:

"Introduction to Appraise version 8.0.1"

is scheduled for Wed, June 27 from 11:30a to 12:00p ET.

Here is a synopsis:

APPRAISE Version 8.01, our newest version, will be released the first week of June. There are plenty of exciting new features we want to introduce you to. The feature article of this eNewsletter gives a brief summary. If you want to learn more, this is a great webinar to attend

CLICK HERE TO REGISTER

Prior Webinars:

You can access a recording of last month's webinar: "Web-based securities pricing for estate tax returns and other purposes", as well as prior webinars, by clicking on the icon below.

Upcoming Events

Events we are coordinating (all times are ET):

- June 15: System Maintenance beginning at 5:30p
- June 27: Complimentary webinar (11:30a - 12:00p)

(see webinar section above for more information)

Events we are attending (all times are ET):
- June 13: Greater New Jersey Estate Planning Council meeting
- June 14: Estate Planning Council of Bergen County meeting
- July 12: Estate Planning Council of New York City meeting

Who is ESI-APPRAISE (Evaluation Services)?

Evaluation Services, the developers of APPRAISE, provides stock and bond valuations which exceed the stringent IRS requirements for Estate, Gift, & Trust tax returns and follow Generally Accepted Accounting Principles. We also perform capital change reporting, cost basis calculations, historical portfolio and exception list pricing.

We offer both outsourcing (full service) and technology driven (self-service) solutions which interface with third party applications.

Outsourcing your valuations to us frees you up to focus exclusively on your most important tasks. Just complete our order form and send us a list of holdings. Then, leave the work to us.

Our self-service solutions include: software, which is an older way to deploy technology, as well as state of the art "software as a service" and web based applications. The newer apps are especially popular because they are easy to implement, always current, scalable, and require minimal support from your technology departments.

You can pay your invoices by check, credit card, or electronic fund transfer. We back all of this up with first class customer service and fair pricing.

Why not give us a try? Click here for a list of solutions.

Customer Feedback

We want to make it easy for our clients to give us feedback. Please click here if you want to contact us.

Here is a recent testimonial from a client.
" We appreciate how easy it is to contact you and your quick response!"

- Baton Rouge, LA

Evaluation Services Inc. | 201.784.8500 | Email | Website

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