We will be exhibiting at the 54th annual Heckerling Institute on Estate Planning in Orlando
from January 13 to 17. We are in booth #501, same as last year, by the registration desk and next to the walkway to the sessions.
Please stop by our booth. We appreciate the opportunity to meet our clients and friends.
In addition to the estate, gift, and trust tax valuations we are known for,
here are some other ideas we are going to be talking about:
Innovative Solutions:
1. 1040/1041 Income Allocator:
Determining how much income to allocate to the 1040 and 1041, when a death is involved, entails going through 1099s and then approximating the allocation using a spreadsheet. It's even more complicated for bonds and when a fiscal year is elected. The ESI-APPRAISE 1040/1041 Income Allocator simplifies this manual process for you.
2. Cost Basis for Dividend Reinvestment Plans:
Determining the cost basis of DRiPs, which are a popular means of investing, is complicated by purchases, sales, splits, and poor record keeping. The ESI-APPRAISE Dividend Reinvestor simplifies this tedious process for you.
3. Capital Change Reporting and Cost Basis Calculations:
Evaluation Services Inc. has recently entered into a partnership with ICE Interactive Data to offer historical cost basis with tax allocation factors, corporate actions, transfer/paying agents, and an exclusive Cost Basis Calculator. 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.
Innovative Delivery Options:
1. Software as a Service:
Full access to our complete line of products (Estate, Gift, & Trust Tax, Portfolio Pricing, Cost Basis for Dividend Reinvestment Plans, & 1040/1041 Income Allocation) is available without installing software. All portfolio information is stored on your computers, for security sake, so you can quickly enter, process, and print portfolios as if the program existed on your desktop. And, there is no need to install updates! This modern method of deploying applications is tremendously popular with IT professionals and cost conscious office mangers.
2.
Web: Estate and gift tax valuations, as well as portfolio pricing, via a website. Have access to all of your valuations, wherever you go, on your Android, Apple, or Windows device! You are no longer tethered to your Windows desktop computer!
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