This year’s Heckerling Institute on Estate Planning—the 59th edition of the annual conference—is happening January 13th through 17th, in Orlando, Florida, and EVP Systems will be there! Our company founder and President, Michael A. Walker, Ph.D., will be at Booth 328 to talk about our latest products and their features, and how they will help you with your client’s estate- and gift-valuation needs.
For example, do you want your own branding automatically added to your EstateVal, GiftVal, or CostBasis reports? Do you have a regulatory requirement to list disclaimers in certain font sizes or colors? Come by the booth and we’ll show you how simple it is to automatically add your own cover page to your client’s report. And that’s just one feature. With just a few clicks, the functionality of EVP Office can significantly impact your relationship with your clients, making life easier for you and better for them.
We have some exciting new changes coming in 2025, too! If you’d like the low-down, just stop by the booth and we can drop some hints about what’s to come. And you can tell us what you need, and influence the versions after that.
With the best software, the best compliance, and the best prices, we want to show you why we’re the industry leader in securities evaluations for estate and gift taxes.
So, if you’re at the Heckerling Conference next week, please come by Booth 328. We’re happy to answer your questions, discuss your suggestions, and offer you the peace of mind that EVP Office is the best way to file IRS Form 706 Schedule B or Form 709.
And don’t forget to pick up some swag!