This week's feature article, as did last week's, explores the expanding and evolving world of digital estate planning.
About 18 months ago, we worked with another company to present a webinar on this topic . If you would like us to coordinate an updated webinar on this topic, please send an email to "editor@appraisenj.net" with the subject "digital estate planning webinar" and we'll get it scheduled if there is sufficient interest.
Our February webinar explores a pay as you go service we have for Capital Change Reporting and Cost Basis Calculations.You can learn more by clicking on COST BASIS.
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"Introduction to..." Webinars
We instituted a
complimentary webinar series to enable our subscribers to receive concise and timely instruction on issues and ideas affecting our industry without having to leave the office.
is scheduled for Wed, Feb 27 from 11:30a to 12:00p ET.
Here is a synopsis:
ESI-APPRAISE has partnered with Intercontinental Exchange (ICE) to provide historical cost basis with tax allocation factors, corporate actions, transfer/paying agents, cost basis calculator, and a reverse family tree. For small and mid sized tax preparation companies who are overpaying for these services, APPRAISE Plus is a pay as you go alternative which provides more information at a lower price.