We will be exhibiting at the annual Heckerling Institute on Estate Planning in Orlando from January 14 to 18.
Please stop by our booth, #501 near the registration desk
to say "hello", and see our 2019 innovative solutions:
1. Software as a Service - Estate, Gift, & Trust Tax Valuations:
allows you full access to our complete software package with one simple click of a button. The only requirements are a web browser, username, password, and download of a Citrix applet. All portfolio information is stored on your computers. There is no software installation or upgrades necessary, so you can quickly enter, process, and print portfolios as if the program existed on your desktop.
2. 1040/1041 Income Allocator:
is a powerful, time saving tool for professionals who prepare date of death valuations and are also responsible for preparation of a decedent's personal income tax returns and estate or trust fiduciary income tax returns. It calculates and prorates the dividends to a decedent's final income (Form 1040) and trust/estate (Form 1041) tax returns for a calendar or fiscal year. You can create a new portfolio or import an existing date of death portfolio.
3.
Capital Changes & Cost Basis: Historical cost basis with tax allocation factors, corporate actions, transfer/paying agents, Cost Basis Calculator, & 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.
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