EstateVal 8.2 Introduces Evaluation Icons, for Easy Status Checks
EstateVal 8.2 introduces at-a-glance evaluation status for your Date of Death and Alternate Date reports -- an easy and fast way to see if your portfolio has any problems.
EstateVal 8.2 Features Data-Entry Smarts
EstateVal 8.2 is now smart enough to warn you about potential problems with your portfolio, including incorrect mortgage-backed par, bad adjusted inventory dates, and logically impossible sales.
EstateVal 8.2 Offers Paste-From-Excel and Find
The goal of EstateVal 8.2 was to make entering data into it faster, easier and more accurate, by focusing on the user-interface for the first time in years. This is the first article of three about these new features, covering Paste-from-Excel and Find.
Accrual Only Report
A quick guide on how to generate an Accrual Only report.
A quick overview of the hows and whys of CapWatch, EVP's capital change research tool
The problems of pricing portfolios with multiple dates and how CostBasis solves them
EVP Office's Enterprise Features Tutorial
Enterprise features make installing, running and maintaining a multi-user installation a snap
A get-started guide for the most popular and powerful estate valuation software in the world.
EstateVal's Adjusting Inventories Tutorial
How to use one of EstateVal's most powerful features, and adjust your estate's inventory before the Alternate Date
EstateVal's Research Reports Tutorial
How to make sure that you don't miss any important capital changes that can affect your portfolio inventory.
EstateVal/Bloomberg BNA 706 Interface Tutorial
All you need to know about sending data between EstateVal and BNA Estate & Gift Tax 706 Preparer.
EstateVal/EstateWorks Interface Tutorial
All you need to know about sending data between EstateVal and EstateWorks Estate Settlement System.
EstateVal/Faster Interface Tutorial
All you need to know about sending data between EstateVal and FASTER Systems, LLC's Court Accounting and Death Tax Software.
EstateVal/GEMS Interface Tutorial
All you need to know about sending data between EstateVal and Gillett Estate Management Suite (GEMS) GEM706 and GEMAcct.
EstateVal/Lackner 6-in-1 Windows
All you need to know about sending data between EstateVal and Lackner 6-in-1 Windows System.
EstateVal/Thomson Reuter's Onesource FPS Interface Tutorial
All you need to know about sending data between EstateVal and Onesource FPS (706 and Fiduciary Accounting Software).
Selectively include or omit bond interest or stock dividends from reports, depending on if they were part of the gift or not. It gives you unprecedented control over what you file with the IRS for Form 709 returns or send to your clients.