TE_TECHNOLOGY REVIEW_ Penton Media April 15, 2009 If you want to view this on the web go to: http://enews.penton.com/enews/trustsandestates/v/155 FEATURE STORY --ClientVision By Donald H. Kelley Enhance your Outlook software to help manage your client relationships and data Kelley Rating (one asterisk = lowest, five asterisks = highest): *Ease of navigation, design of interface and learning curve ****** *Instructional documentation and help system *** *Carries out the goal of the product as advertised ***** *Overall usefulness **** Many professionals use Outlook as a client information database. Now, the web-based application service ClientVision (http://www.adviceamerica.com/AAcorp/inde_advi_clientvision.html) 1.0 (AdviceAmerica) expands Outlook 2007 so that users have access to a whole new dimension of client information. It increases Outlook's data storage and organization abilities to include extensive client financial, personal and contact information. ClientVision gives users the ability to collaborate easily with the client's other advisors, access client data, and work without the need of desktop software applications nor the support of an internal IT system. To continue reading article click here (http://trustsandestates.com/tech_center/clientvision-client-relationship-management-system-0409). Advertisement ---------------------------------------- Get Your Billing Under Control Automate complex billing processes, from fee creation to accounts-receivable management with Advent Revenue Center(R). Reduce billing errors and improve insight into your revenue base. Streamline and automate your revenue management system to avoid uncomfortable billing conversations. Find out if Advent Revenue Center is right for you, go to the interactive calculator: http://www.advent.com/solutions/wealth_managers/axys_platform/revenuecenter. ---------------------------------------- Upcoming Events ---------------------------------------- From the Latest Issue QPRTs Can Be A Good Deal Now (http://trustsandestates.com/toc/toc_040109/)By Michael M. Mariani Qualified personal residence trusts (QPRTs) are generally not considered effective in a low interest rate environment. And these days, the Internal Revenue Code Section 7520 rate is at historic lows. Yet, QPRTs present an estate-planning opportunity to be seriously considered now because of the decline in the value of real estate during the last 18 months. The technique becomes even more attractive when the trust agreement refers to the grantor's retaining a reversionary interest.READ THE REST (http://trustsandestates.com/toc/toc_040109/) ---------------------------------------- Advertisement ---------------------------------------- Free live webcast offers CFP and CPE credits. Economic volatility presents unique challenges as well as opportunities for estate planning professionals. Learn how to stay relevant to your client's needs during an uncertain economy, and how doing so will result in a profitable practice with sustainable value. Brought to you by WealthCounsel, creators of the WealthDocx document drafting system for estate planning attorneys. Register now. http://www.wealthcounsel.com/webcast.aspx ---------------------------------------- From the Latest Issue ---------------------------------------- Note from the Editor Trusts & Estates is the town center where experts who serve the planning needs of the ultra-wealthy gather to gain insight into their specialties and to learn about related professions. Community members include estate-planning lawyers, corporate and individual trustees, financial planners, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents, valuation experts and the like....More about us (http://trustsandestates.com/about/) Rorie Sherman, Editor in Chief ---------------------------------------- Advertisement ---------------------------------------- The Estate Tax Audit Rate is Skyrocketing! This startling information is contained in an article written by a former IRS agent. If you would like a copy, please click here (http://www.costbasis.info/wwwapp_x/emailappraisea.aspx). Evaluation Services Inc., developers of APPRAISE, provide stock and bond valuations which stand up to an IRS audit. Call us at 888-ESI-4706 or click here (http://www.appraisenj.com/ESI/trustsandestates.html) for more information. ---------------------------------------- ---------------------------------------- Learn how to get the most out of your computer as you work with trusts and estates matters in this webinar on Thursday, April 30, 2009 at 4:00pm ET. Register Now! http://w.on24.com/r.htm?e=140785&s=1&k=95A196ABB4F431788CAF0670D630AD98&partnerref=tenews ---------------------------------------- ABOUT THIS NEWSLETTER Mission Statement: A review of software, internet resources and web-based services useful to professionals in the Trusts & Estates area. You are subscribed to this newsletter as #email# To unsubscribe from this newsletter go to: http://subscribe.trustsandestates.com/?tc=NLSUB&cid=#message_id#&lid=#list_id#&email=#email# To subscribe to this newsletter go to: http://subscribe.trustsandestates.com/subscribe.cfm For information on advertising in this newsletter, please contact Rich Santos, Group Publisher at mailto:rich.santos@penton.com. For questions concerning delivery of this newsletter, please contact our Customer Service Department at: US Toll Free: 866-505-7173 International: 847-763-9504 or mailto: trustsandestates@pbinews.com To get this newsletter in a different format (Text or HTML), or to change your e-mail address, please go to your profile page here: http://subscribe.svconline.com/?tc=NLSUB&email=#email# Penton Media | 249 W. 17th Street | New York, NY 10011 Copyright 2009, Penton Media. All rights reserved. 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