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6.4.2

EVP Office Features

  • Visual Design Conformity: All the EVP Office applications now conform more closely to Microsoft’s official Visual Design Guidelines.
  • Virtual Paths Allowed: All the EVP Office applications now allow for Windows virtual folders — My Documents, Desktop, etc. — to be selected for data and billing storage.

EstateVal Features

  • Zane Portfolio Preservation: Previously, when the Windows version of Zane’s 706 program requested prices form EstateVal, the corresponding EstateVal portfolio was over-written. Now, previous valuations are preserved.

EstateVal Fixes

  • UIT Principal Distribution Dates: EstateVal 6.4.1 introduced a bug that would display incorrect dates for the principal portion of a UIT distribution. It has been fixed.
  • IRS Mode Alternate Date Adjusted Inventory Addition: The last release introduced a bug that incorrectly summed values during Alternate Date evaluations with adjusted inventories while in IRS mode. Individual items and the total difference were correctly reported, but the total of values entered by auditors from the returns always matched the total produced by EstateVal.
  • IRS Mode Properly Expands Window: When EstateVal is put into IRS Mode, if the window is too small, it will now automatically expand.

EstateVal and CostBasis Fixes

  • Bond Holidays Reinstated: Martin Luther King Day, Columbus Day and Veterans Day are all now considered trading holidays for bond markets. They were incorrectly removed from pervious versions.
  • DOS-Era Data Path No Longer Reset: In EVP Office 6.4.1, a bug was introduced that would always reset the data path to C:\ESTATES for installations in that directory. This has been fixed.

EstateVal, CostBasis and CapWatch Fixes

  • Expired Key Crash: The applications no longer crash occasionally when an expired Account Information Key is used.

EVP Administrator Fixes

  • Billing Edit Crash: EVP Administrator 6.4.1 would crash when the Billing tab was selected. This has been fixed.

Posted on October 23, 2002 •

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Things You Should Know

  • EVP Office 8.5.2: Native Excel Export, Better Copy-and-Paste, Mailing Lists on April 8, 2021
  • A Lockdown Check-In on October 5, 2020
  • Upgrade Your Invoice on September 21, 2020
  • 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

Don’t let death and taxes ruin your day!

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About EVP Systems

Trusted by thousands of banks, brokerages, and law firms, Estate Valuations & Pricing Systems has been the leading provider of high-quality security evaluations for estate- and gift-tax purposes for over 35 years.

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