Estate Tax Valuations
September 2019 - Solution of the Month
" IRS Form 706 Estate Tax Valuations "

Although the IRS Form 706 Estate Tax is our most frequently used valuation, we do not talk about it a lot. Here are some things you may find interesting:
 
1. Our valuations are in full compliance with the stringent IRS regulations and have been deemed acceptable for use by the Internal Revenue Service. 
 
2. Issues on the final report can be sorted by CUSIP® number, security type, or alphabetically.
 
3. If you prepare alternate valuations which have transactions between the date of death and alternate date, Appraise allows you to input 17 unique types.
 
4. Assets can be imported into Appraise electronically or manually using our Universal Import program which saves you time and is more accurate. 
 
Here's a synopsis of a story a client shared with us.
"We recently assumed responsibility for the date of death valuations from another department. When we contacted your technical support desk, they readily trained us on how to use the product from importing the holdings using Universal Import, generating the date of death, creating the alternate and applying transactions at a later time, and finally creating an output file to be imported into another application. Thank you." 
 
To take a closer look, click on Sample Report . 
 
Here's how you can generate a valuation with us:
 
1. Secure online solutions (You produce the report and save money)
· APPRAISE Windows : Software on your computer; internet connection to access the data
· APPRAISE ASP: Software on our computer - data on yours; no installation or upgrades; can be accessed from any computer on your company network; more features than software
· APPRAISE in the Cloud: Software and data on our computers; no installation or upgrades;
  can be accessed from any computer anywhere; more features than software
· APPRAISE Web: Internet application using credit card; can be run from anywhere
· ESI-Direct:  No software; value your ONESOURCE securities using the internet from FPS
                       
2. APPRAISE outsourcing solution (we do the work and save you time):
·  Valuations can be submitted/delivered via email, fax, overnight courier, or mail
 
If you would like more information, please contact Donald Bolt, using the information below.
- call 201.784.8500 x104
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