Here's How Much Money You Need for Bankers To Think You're Rich

May 29, 2018 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

This week's feature article is:

Here's How Much Money You Need for Bankers To Think You're Rich

Here is an excerpt from the article:

"Just how rich is 'rich?'The answer, of course, depends on who's asking-and these days, many are. "

You can access the complete article by clicking here.

Last week's feature article was:
It's a Great Time to Be a Wealthy Heir After Trump Tax Overhaul
You can access the complete article by clicking here.

Time Saver / Helpful Hint

This week's topic is:

"Cost Basis for DRiPs"

Did you know ESI-APPRAISE has a service to calculate the cost basis, market value, and capital gains (losses) for dividend reinvestment plans, automatically adjusting for stock splits?
We can bring an original position forward or a unwind a current position backwards.

Last week's Time Saver / Helpful Hint topic was:
" Years of Dividend History"

You can access the eNewsletter by clicking here.

*** This is your last opportunity to sign up for this month's complimentary webinar ***

(see below)

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:

"Web-based securities pricing for estate tax returns and other purposes"

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

Here is a synopsis, taken from a product review by wealthmanagement.com:

Appraise-Web by Evaluation Services, Inc. provides securities valuations and cost basis calculations in a web-based environment without software installation. You may access this service from any location. Appraise-Web operates on tablet PCs, including Apple and Android, as well as conventional computers.

Appraise-Web is available for date of death, alternate, gift tax and estate or trust distribution valuations. All you need to generate an instant valuation is a credit card or account number, CUSIP/Ticker information (it accepts SEDOL numbers as well)and the shares/par value data. You can email completed valuations, in PDF format, without leaving the application. This service is designed as a pay-as-you-go service with no recurring fees. There are no downloads and we do not store your credit card information.

CLICK HERE TO REGISTER

Prior Webinars:

You can access a recording of last month's webinar: "Great Ways to Grow Your Trust & Estate Planning Revenues While Solving a Hugh Social Challenge", as well as prior webinars, by clicking on the icon below. The accompanying handout is available by clicking HERE.

Upcoming Events

Events we are coordinating (all times are ET):

- May 30: Complimentary webinar (11:30a - 12:00p)

(see webinar section above for more information)
- Fri, June 15: System Maintenance beginning at 5:30p

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.
" Thank you very much to you and your team for assisting my colleagues in the Estate Department. We appreciate the expedient turn around especially since your team was preparing to perform planned system maintenance at that time. "

- Woodbridge, NJ

Evaluation Services Inc. | 201.784.8500 | Email | Website

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