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This week's "Helpful Hint" is:
"Including sales, and other account activity, in your alternate valuation"
If you prepare alternate valuations which have transactions between the date of death and alternate date, Appraise allows you to input 17 unique types. They are: called, cash, cash in lieu, distribution, exchange, fee, matured, merger, name change, redeemed, remark, reverse split, sold, spin off, split, transfer in, and transfer out. This feature follows Generally Accepted Accounting Principles. For example, you can't sell more shares than you own. You can apply these transactions yourself, if you use our software or software as a service products, or we can apply them for you if you use our outsourcing service..
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If you are not already a client, webappraisenj.com and our outsourcing service, are quick and easy ways to get started with us.
If you are a ONESOURCE Trust & Estate Administration client, ESI-Direct makes the valuation process so much easier.
A full list of our delivery options, and valuation types, is available in the "Maybe there is a better way?" section of this eNewsletter.
Last week's "Helpful Hint" was:
"Using SEDOL numbers to price international securities"
You can read last week's eNewsletter by clicking HERE.
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