Partners/Interfaces
- Appraisal Economics provides independent valuations of closely held businesses,
complex securities, options, intangible assets, real estate, and machinery & equipment.
Our work complements that of Evaluation Services, Inc. by providing values for non-public
securities and assets. We provide services internationally to the business, financial,
and legal communities, including many of the world's largest corporations, small
family businesses, government agencies such as the Department of Justice and the
Internal Revenue Service, and numerous legal and accounting firms that represent
businesses, both large and small.
- Take the confusion out of this complex form. BNA 706 Preparer automatically adds
the required schedules to the return based on the data you provide, and handles
virtually all interrelated computations.
- EstateWorks 2005 is a web-based, single-entry solution that offers comprehensive
case management, state-specific task management, and automated document generation
for trust and estate professionals. In addition to integrating with the leading
estate tax and court accounting software, it is customized to meet the unique needs
of private client, estate planning, and estate settlement professionals. EstateWorks
provides improved risk management, greater productivity, and enhanced communication,
and, when used as a docket management system, can significantly reduce malpractice
premiums.
- FASTER Systems provides Court Accounting, Estate Tax and Gift Tax Software and Preparation
Services to help today's trust and estate professional meet their compliance requirements.
- Evaluation Services Inc. is a member of Interactive Data's alliance program. Interactive
Data is a leading provider of financial market data, analytics and related solutions,
For more information, please visit www.interactivedata.com
- Thomson Reuters features software and service solutions for trust and estate administration,
including: Accounting, 706 for Federal and State Inheritance/Estate Tax, 1041 for
Federal and State Fiduciary Income Tax, 709 for Federal Gift Tax, and zCalc Estate
Planning Software. With the Fiduciary Practice System (FPS) from Thomson Reuters,
you can produce professional, accurate and timely court accountings, reports and
filings for 706, 709 and 1041. The Thomson Reuters portfolio also includes the zCalc
ToolBox Suite, an estate planning software designed to make estate planning as easy
as 1,2,3. In addition, Thomson Reuters also offers court accounting preparation.
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HeirSearch research experts work with executors, administrators, trustees,
fiduciaries, bank and trust officers, and their counsel to establish kinship
for legal purposes. Since 1967, we've used forensic genealogy, an analytical
research method, to successfully complete tens of thousands of worldwide
searches.
Our five-pillar approach ensures reasonable, non-percentage-based fees,
authorized search services, a 97% success rate, documented court-ready
reports and worldwide service.
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