Innovative Solutions & Delivery Options
Featured at the Heckerling Institute 2019
1. Estate, Gift, & Trust Tax Valuations:
in full compliance with the stringent IRS regulations. These reports, which have been deemed acceptable for use by the IRS, are available in multiple delivery options to reflect the different ways people work. Additionally, in lieu of manually entering the assets, the data can be imported from a file, priced for security values and accruals, and exported in a variety of formats. Users can value one or multiple portfolios at a time. Alternate valuations have built in intelligence to avoid manual error when posting transactions between the date of death and alternate date.
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 income 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. Dividend Reinvestor:
calculates the cost basis, market value, and capital gains (losses) for dividend reinvestment plans, automatically adjusting for stock splits. The user provides the purchase and end date, the share amount, and price per security or total transaction value. Additional purchases and sales can also be included. You can start with your current holdings or initial purchase.
4. Capital Changes & Cost Basis:
historical cost basis with tax allocation factors, corporate actions, transfer/paying agents, cost basis calculator, and 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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