estate-tax securities valuation

Estate Valuations & Pricing Systems, Inc. (EVP Systems) provides ready-to-file estate- and gift-tax evaluation reports for IRS Form 706 and 709, pricing stocks, bonds, mutual funds, currencies, crypto and other securities. Founded as Applied Economics in 1983 and incorporated under its current name in March 1987 by Michael A. Walker, Ph.D., it is headquartered in Santa Barbara, California, and serves thousands of banks, brokerages, and law firms.

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