The American Bankers Association is holding its annual Wealth Management and Trust Conference from February 24 through 26 in San Diego, CA. For the first time ever, Evaluation Services will be attending! We will be at Booth 504 to talk about our products and how they can meet your client's estate and gift tax valuation needs.

With the widest selection of estate and gift tax valuation technology solutions, transparent pricing, and best-in-class services it is no wonder that ESI stands out in the industry.

- Has your business seen an increase in Options valuation requests in recent years?

  Appraise, Appraise SaaS, and Web Appraise can value Options. 

- Are you looking for a simple, all-in-one web solution that can process anything you throw at it with little to no IT investment, updates, or maintenance?

  Web Appraise is your answer. Come by the booth to see how fast and easy it is to use!

- Does your business have a technology team at your disposal?

  Appraise API can help you embrace automation and cut down on your processing metrics!

No matter what your needs are, Evaluation Services has a solution for you. Maybe there is a better way? Ask us to find out why we are the best way to file Form 706 Schedule B (Estate) and Form 709 (Gift) Tax Returns!