This week's feature article explores how Presidents die with the same concerns as regular citizens. In the trusts and estates world, this means they pass with or without a will. From a securities valuation perspective, President's Day is a domestic exchange holiday and we follow the stringent IRS regulations which apply in these situations which you can access by clicking HERE.
This is your last opportunity to register for our February 27 webinar which explores a pay as you go service we have for Capital Change Reporting and Cost Basis Calculations.
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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.
