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What are the Default, Include, and Omit selections?

This field determines if interest accruals are included or excluded from the Gift Valuation report. “Include” explicitly includes the value (if any) for the lot, “Exclude” explicitly excludes them (and includes a note that they were excluded). “Default” includes or excludes the value based on the security type, according to what EVP Systems believes is best practice.

More details are available in the GiftVal Tutorial.

Posted on July 16, 2020 •

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Things You Should Know

  • A Lockdown Check-In on October 5, 2020
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  • EVP Systems Introduces Modern, Streamlined Website on August 13, 2020
  • EVP Office 8.5.0 Released on June 17, 2020
  • EVP Systems Continues to Support Retired Versions of Windows on December 4, 2019
  • EstateVal 8.4.0 Prices Foreign Currencies, Precious Metals on October 25, 2019
  • GEMS Adds EVP Everywhere for Faster, Easier Pricing on April 15, 2019
  • EVP Office 8.3.1 Now Available; Features Easy Pricing of Puts and Calls on March 15, 2019
  • Reminder: Fee Changes Coming in 2019 on December 28, 2018
  • TEdec Adds Built-In Evaluations, with EVP Everywhere on December 3, 2018
  • Primary and Composite Exchange Pricing in EstateVal
  • A Brief Introduction to EstateVal

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