Who: Estate Valuations and Pricing Systems, Inc., California
What: Securities pricing
Overview: EVP is a paid service for valuing traded securities.
- The site loads quickly, has a simple, eye-pleasing layout, and is easy to navigate.
- The on-site tutorials are clear and concise.
- The databases are extensive, with securities prices available from 1972.
- Generated reports are easy to follow and understand. Report information includes dividends, splits, and can be created for alternative and other valuation dates necessary for estate and trust tax returns.
- According to the site information, the IRS uses EVP to check valuations for estate tax returns.
- EVP is a paid service. You can find the same information for free elsewhere if you’re willing to put in the time.
- Getting started takes practice, and there’s no “Start Here” guide. You have to hunt a bit to find what the fees are and how to download and work the software.
- You’ll need to locate CUSIP numbers before you begin.
Opinion: EVP offers a quality service at a reasonable price. The software is a timesaver if you have an estate with a large portfolio.
Taxing Lessons Final Grade: A
Review Policy Disclosure: Taxing Lessons receives no compensation for web site reviews and has no affiliation with the reviewed sites.