Appraise

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What is Appraise?

Appraise is a ground breaking Estate Tax Valuation software. With Appraise, you can generate ready-to-file, IRS compliant reports on millions of different securities right from your own computer. Our Appraise software is designed to create valued portfolios which reside on your system under your control. This software resides on your workstation within your company's network. This allows you the freedom to update or change portfolios as needed, including the ability to create Alternate Date of Death portfolios. Pricing and dividend information used to create the valuations is kept on our secure servers and is accessed by Appraise using any standard internet connection. Here is a list of the different types of valuations that you can do with Appraise from its Main Menu:

Trust, Estate, & Gift Tax:

  • IRS Form 706 Estate Tax
  • IRS Form 709 Gift Tax
  • Distribution
  • Grantor Retained Annuity Trust (GRAT)
  • Charitable Remainder Unitrust (CRUT)
EZPrice: Security Pricing without Accrued Income.

What can Appraise do?

Appraise allows you to create Estate Tax Portfolios and Reports on your computer. Once they are created they can be edited and maintained as you see fit. When you edit a portfolio and resubmit it for pricing, Appraise will only charge you for newly added securities. Securities can be sorted by CUSIP® number, security type, or alphabetically. In addition Appraise's IRS mode allows you to enter values from the taxpayers' return into the program (security value and dividends/accruals) and let it flag any differences on the report. Finally, if you prepare alternate valuations which have transactional activity between the date of death and alternate date, Appraise allows you to input 17 unique types. They are: called, cash, cash in lieu, distribution, exchange, fee, matured, merger, name change, redeemed, remark, reverse split, sold, spin off, split, transfer in, and transfer out. This feature follows Generally Accepted Accounting Principles.

IRS Compliant Reports

You can view your portfolio before printing a hard copy. Appraise allows you to view each page one at a time, increase or decrease the size of the screen or print a specific page. See the different reports that Appraise generates. (Sample Reports)

When using Appraise, you can be confident that you are using a highly developed application, designed by an experienced team of programmers and professionals with a clear understanding of all pertinent IRS regulations .

For more information on this great technological service, please contact us. To learn about Appraise' low fees, see our fee schedule. Thank you for using our Appraise Software!

Appraise Fees

Estate
Standard Security $2.90
+ CMO Surcharge + $4.45
+ Foreign Surcharge + $4.45
Market Value (EZ-Price)
Standard Security $1.55
+ CMO Surcharge + $5.85
+ Foreign Surcharge + $5.85