EstateVal can produce four different reports. Date of Death: High/Ask, Low/Bid, Weighted Mean, Accrued Dividends and Interest, Security Value Alternate Date: High/Ask, Low/Bid, Weighted Mean, Accrued Dividends and Interest as of the Date of Death, Security Value Distribution Date: High/Ask, Low/Bid, Weighted Mean, Security Value Appraisal Date: Close/Bid, Indicated Income, Security Value
The IRS has been using EstateVal to verify estate tax returns since 1996. Here’s how to read the reports they produce: The numbers in the first column are the prices (principal on top, accrual on the bottom) produced by EstateVal and reflect the true value of the portfolio, based on our data. The second column […]
Yes. EstateVal supports exporting to over a dozen other software packages, including Excel spreadsheets. For more details, please see the Import/Export section of our EstateVal Tutorial (Advanced). The Excel tutorial is here.
Yes. EstateVal supports importing from over a dozen other software packages, as well as generic formats such as CSV, and custom-designed fixed- and field-based formats. You can also just copy-and-paste data from Excel. For more details, please see our EstateVal Tutorial (Advanced).
See below. PDF copies are also available. Date of Death: Alternate Date:
EstateVal is the flagship application in EVP Office, and the undisputed industry leader in providing valuations for estate-tax purposes. It makes pricing millions of different securities fast and easy, and producing ready-to-file evaluation reports for IRS Form 706 as simple as pushing a button. Here’s a brief, two-and-a-half minute introduction: