What's New at This Site?

Note: Changes to web pages which change frequently or on a scheduled basis are not always referenced here. Such pages include Applicable Federal Rates (AFR) Table and Pre-59½ "reasonable" interest rates.

• August 2010 AFR (7/19/10)
• Charitable Financial Planner v. 2010.00 released (7/19/10)
• Savings Bond Toolkit v. 2010.10 to v. 2010.11 Patch File (7/9/10)
• July 2010 AFR (6/18/10)
• Savings Bond Toolkit v. 2010.10 released (6/9/10)
• June 2010 AFR (5/19/10)
• Estate Planning Tools v. 2010.00 released (4/22/10)
• May 2010 AFR (4/19/10)
• April 2010 AFR (3/18/10)
• March 2010 AFR (2/22/10)
• Retirement Plan Analyzer v. 2009.02 released (2/19/10)
• Retirement Plan Analyzer v. 2009.00 to v. 2009.02 Patch File (2/19/10)
• February 2010 AFR (1/20/10)
• Retirement Plan Analyzer v. 2009.01 released (1/8/10)
• Retirement Plan Analyzer v. 2009.00 to v. 2009.01 Patch File (1/8/10)
• January 2010 AFR (12/22/09)
• Retirement Plan Analyzer v. 2009.00 DEMO released (11/23/09)
• December 2009 AFR (11/17/09)
• Savings Bond Toolkit v. 2010.00 released (11/10/09)
• Retirement Plan Analyzer v. 2009.00 released (11/09/09)
• November 2009 AFR (10/19/09)
• October 2009 AFR (9/18/09)
• License Agreement updated (9/18/09)
• Retirement Distributions Planner v. 10.00 to v. 10.01 Patch File (8/27/09)
• Retirement Distributions Planner v. 10.01 released (8/27/09)
• September 2009 AFR (8/24/09)
• Retirement Distributions Planner v. 10.00 released (8/14/09)
• August 2009 AFR (7/27/09)
• Kugler Estate Analyzer v. 2009.10 released (7/6/09)
• Estate Planning Tools v. 2009.10 or later to v. 2009.12 Patch File (6/23/09)
• Estate Planning Tools v. 2009.12 released (6/23/09)
• July 2009 AFR (6/22/09)
• PFP Notebook v. 2009.00 to v. 2009.01 Patch File (6/16/09)
• PFP Notebook v. 2009.01 released (6/15/09)
• Savings Bond Toolkit v. 2009.10 released (6/9/09)
• Estate Planning Tools v. 2009.10 to v. 2009.11 Patch File (5/22/09)
• Estate Planning Tools v. 2009.11 released (5/22/09)
• June 2009 AFR (5/20/09)
• Charitable Financial Planner v. 2009.10 released (5/13/09)
• Estate Planning Tools v. 2009.10 released (5/8/09)
• IRS releases T.D. 9448 on new actuarial tables (5/4/09)
• IRS releases new actuarial tables (4/29/09)
• May 2009 AFR (4/17/09)
• PFP Notebook v. 2009.00 released (4/13/09)
• Estate Planning QuickView v. 2009.00 to v. 2009.01 Patch File (3/23/09)
• Estate Planning QuickView v. 2009.01 released (3/23/09)
• April 2009 AFR (3/18/09)
• Charitable Financial Planner v. 2009.04 released (3/10/09)
• Charitable Financial Planner v. 2009.00 or later to v. 2009.04 Patch File (3/10/09)
• Charitable Financial Planner v. 2009.03 released (3/3/09)
• Charitable Financial Planner v. 2009.00 or later to v. 2009.03 Patch File (3/3/09)
• Estate Planning Tools v. 2009.00 released (3/2/09)
• 709 System v. 2009.00 to v. 2009.01 Patch File (2/25/09)
• March 2009 AFR (2/19/09)
• Charitable Financial Planner v. 2009.02 released (2/17/09)
• Charitable Financial Planner v. 2009.00 or later to v. 2009.02 Patch File (2/17/09)
• Charitable Financial Planner v. 2009.01 released (2/13/09)
• Charitable Financial Planner v. 2009.00 to v. 2009.01 Patch File (2/13/09)
• Charitable Financial Planner v. 2009.00 released (2/5/09)
• February 2009 AFR (1/16/09)
• January 2009 AFR (12/18/08)
• Estate Planning Tools v. 2008.00 or later to v. 2008.03 Patch File (12/11/08)
• Estate Planning Tools v. 2008.03 released (12/11/08)
• Kugler Estate Analyzer v. 2009.00 released (12/10/08)
• Estate Planning QuickView v. 2009.00 released (11/19/08)
• Charitable Financial Planner v. 2008.10 or later to v. 2008.12 Patch File (11/19/08)
• Charitable Financial Planner v. 2008.12 released (11/19/08)
• December 2008 AFR (11/19/08)
• Savings Bond Toolkit v. 2009.00 released (11/17/08)
• Brentmark Update System v. 2008.05 (11/13/08)
• Retirement Income Navigator v. 3.00 released (11/5/08)
• Retirement Income Navigator Book/User Manual (4th edition) released (10/29/08)
• November 2008 AFR (10/17/08)
• October 2008 AFR (9/17/08)
• Brentmark Order Form updated (9/3/08)
• September 2008 AFR (8/19/08)
• Charitable Financial Planner v. 2008.10 to v. 2008.11 Patch File (8/14/08)
• Charitable Financial Planner v. 2008.11 released (8/14/08)
• New Street Address effective 9/1/08 (8/13/08)
• Estate Planning Tools v. 2008.00 to v. 2008.02 Patch File (7/28/08)
• Estate Planning Tools v. 2008.02 released (7/28/08)
• August 2008 AFR (7/21/08)
• Charitable Financial Planner v. 2008.10 released (7/7/2008)
• Estate Planning Tools v. 2008.00 released (6/27/08)
• PFP Notebook v. 2008.00 to v. 2008.01 Patch File (6/25/08)
• PFP Notebook v. 2008.01 released (6/25/08)
• July 2008 AFR (6/19/08)
• State Death Tax Manager v. 1.00 or later to v. 1.70 Patch File (5/21/08)
• Brentmark Update System v. 2008.03 (5/20/08)
• Savings Bond Toolkit v. 2008.10 released (5/20/08)
• June 2008 AFR (5/19/08)
• May 2008 AFR (4/18/08)
• PFP Notebook v. 2008.00 released (3/19/08)
• April 2008 AFR (3/19/08)
• State Death Tax Manager v. 1.00 or later to v. 1.60 Patch File (3/17/08)
• Savings Bond Toolkit v. 2008.00 to v. 2008.01 Patch File (2/27/08)
• Savings Bond Toolkit v. 2008.01 released (2/27/08)
• Kugler Estate Analyzer v. 2008.00 released (2/25/08)
• Kugler Estate Analyzer v. 2008.00 User Manual (2/25/08)
• March 2008 AFR (2/22/08)
• Brentmark Update System v. 2008.02 (2/22/08)
• 709 System v. 2008.00 to v. 2008.01 Patch File (2/19/08)
• Charitable Financial Planner v. 2008.00 released (1/28/2008)
• Retirement Distributions Planner v. 9.00 or later to v. 9.02 Patch File (1/22/08)
• Retirement Distributions Planner v. 9.02 released (1/22/08)
• February 2008 AFR (1/21/08)
• Retirement Distributions Planner v. 9.00 to v. 9.01 Patch File (12/28/07)
• Retirement Distributions Planner v. 9.01 released (12/28/07)
• January 2008 AFR (12/19/07)
• Savings Bond Toolkit v. 2008.00 released (12/18/07)
• Retirement Plan Analyzer v. 2007.00 or later to v. 2007.04 Patch File (12/10/07)
• Retirement Plan Analyzer v. 2007.04 released (12/10/07)
• December 2007 AFR (11/21/07)
• Retirement Plan Analyzer v. 2007.03 Demo (11/19/07)
• Retirement Plan Analyzer v. 2007.00 or later to v. 2007.03 Patch File (11/15/07)
• Retirement Plan Analyzer v. 2007.03 released (11/15/07)
• Retirement Distributions Planner v. 9.00 released (11/8/07)
• November 2007 AFR (10/17/07)
• Estate Planning Tools v. 2007.00 or later to v. 2007.04 Patch File (10/12/07)
• Estate Planning Tools v. 2007.04 released (10/12/07)
• Estate Planning Tools v. 2007.00 or later to v. 2007.03 Patch File (10/10/07)
• Estate Planning Tools v. 2007.03 released (10/10/07)
• Retirement Plan Analyzer v. 2007.00 or later to v. 2007.02 Patch File (10/9/07)
• Retirement Plan Analyzer v. 2007.02 released (10/8/07)
• Estate Planning Tools v. 2007.00 or later to v. 2007.02 Patch File (9/28/07)
• Estate Planning Tools v. 2007.02 released (9/28/07)
• October 2007 AFR (9/18/07)
• Estate Planning Tools v. 2007.00 to v. 2007.01 Patch File (9/18/07)
• Estate Planning Tools v. 2007.01 released (9/18/07)
• State Death Tax Manager v. 1.00 or later to v. 1.50 Patch File (8/23/07)
• Estate Planning Tools v. 2007.00 released (8/23/07)
• September 2007 AFR (8/21/07)
• Brentmark Update System v. 2007.03 (8/16/07)
• Retirement Plan Analyzer v. 2007.00 to v. 2007.01 Patch File (8/9/07)
• Retirement Plan Analyzer v. 2007.01 released (8/9/07)
• Link added to article, Tax-Free in the Rust Belt (7/31/07)
• Estate Planning QuickView v. 2007.00 or later to v. 2007.03 Patch (7/19/07)
• Estate Planning QuickView v. 2007.03 released (7/19/07)
• August 2007 AFR (7/19/07)
• Retirement Plan Analyzer v. 2007.00 released (7/18/07)
• Technical Support information (7/11/07)
• July 2007 AFR (6/18/07)
• Savings Bond Toolkit v. 2007.10 to v. 2007.11 Patch File (6/5/07)
• Savings Bond Toolkit v. 2007.11 released (6/5/07)
• Estate Planning QuickView v. 2007.00 or later to v. 2007.02 Patch (6/1/07)
• Estate Planning QuickView v. 2007.02 released (5/31/07)
• Savings Bond Toolkit v. 2007.10 released (5/23/07)
• June 2007 AFR (5/21/07)
• Pension & Roth IRA Analyzer to be renamed Retirement Plan Analyzer (5/2/07)
• Pension Distributions Planner to be renamed Retirement Distributions Planner (5/2/07)
• Addition made to Brentmark in the News (4/30/07)
• May 2007 AFR (4/17/07)
• Estate Planning QuickView v. 2007.00 to v. 2007.01 Patch (4/2/07)
• Estate Planning QuickView v. 2007.00 released (4/2/07)
• 709 System v. 2007.00 or later to v. 2007.02 Patch File (3/29/07)
• April 2007 AFR (3/19/07)
• Estate Planning QuickView v. 2007.00 released (3/14/07)
• 709 System v. 2007.00 to v. 2007.01 Patch File (2/27/07)
• 706 System v. 2006.00 or later to v. 2006.02 Patch File (2/23/07)
• March 2007 AFR (2/20/07)
• Daylight Savings Time Compliance Statement (2/9/07)
• 706 System v. 2006.00 to v. 2006.01 Patch File (2/7/07)
• Pension Distributions Planner v. 8.00 or later to v. 8.03 Patch File (1/24/07)
• Pension Distributions Planner v. 8.03 released (1/24/07)
• February 2007 AFR (1/19/07)
• Estate Planning Tools v. 2006.00 or later to v. 2006.05 Patch File (12/21/06)
• Estate Planning Tools v. 2006.05 released (12/21/06)
• January 2007 AFR (12/19/06)
• December 2006 AFR (11/20/06)
• PFP Notebook v. 2006.00 or later to v. 2006.02 Patch File (11/16/06)
• PFP Notebook v. 2006.02 released (11/15/06)
• Savings Bond Toolkit v. 2007.00 released (11/15/06)
• Charitable Financial Planner v. 2006.00 to v. 2006.01 Patch File (11/15/06)
• Charitable Financial Planner v. 2006.01 released (11/13/06)
• Estate Planning Tools v. 2006.00 or later to v. 2006.04 Patch File (11/3/06)
• Estate Planning Tools v. 2006.04 released (11/3/06)
• November 2006 AFR (10/19/06)
• October 2006 AFR (9/22/06)
• Estate Planning Tools v. 2006.03 released (9/15/06)
• Charitable Financial Planner v. 2006.00 released (9/1/06)
• PFP Notebook v. 2006.01 released (8/25/06)
• PFP Notebook v. 2006.00 to v. 2006.01 Patch File (8/25/06)
• September 2006 AFR (8/22/06)
• Kugler Estate Analyzer v. 2006.00 or later to v. 2006.04 Patch File (8/21/06)
• Kugler Estate Analyzer v. 2006.04 released (8/21/06)
• Estate Planning Tools v. 2006.00 or later to v. 2006.02 Patch File (8/2/06)
• Estate Planning Tools v. 2006.02 released (8/1/06)
• PFP Notebook v. 2006.00 released (7/27/06)
• Savings Bond Toolkit v. 2006.10 to v. 2006.11 Patch File (7/25/06)
• Pension Distributions Planner v. 8.00 or later to v. 8.02 Patch File (7/25/06)
• Savings Bond Toolkit v. 2006.11 released (7/25/06)
• Pension Distributions Planner v. 8.02 released (7/25/06)
• 706 System v. 2005.00 or later to v. 2005.04 Patch File (7/21/06)
• August 2006 AFR (7/18/06)
• Estate Planning Tools v. 2006.00 to v. 2006.01 Patch File (7/17/06)
• Estate Planning Tools v. 2006.01 released (7/17/06)
• July 2006 AFR (6/19/06)
• Kugler Estate Analyzer v. 2006.00 or later to v. 2006.03 Patch File (5/31/06)
• Kugler Estate Analyzer v. 2006.03 released (5/31/06)
• Savings Bond Toolkit v. 2006.10 released (5/26/06)
• June 2006 AFR (5/22/06)
• May 2006 AFR (4/18/06)
• Kugler Estate Analyzer v. 2006.00 or later to v. 2006.02 Patch File (4/13/06)
• Kugler Estate Analyzer v. 2006.02 released (4/13/06)
• April 2006 AFR (3/20/06)
• Estate Planning Tools v. 2006.00 released (3/13/06)
• Pension Distributions Planner Case Studies (3/10/06)
• Pension Distributions Calculator Case Studies (3/10/06)
• March 2006 AFR (2/17/06)
• Kugler Estate Analyzer v. 2006.00 to v. 2006.01 Patch File (2/7/06)
• Charitable Financial Planner v. 2005.00 Demo (2/2/06)
• Estate Planning Tools v. 2005.01 Demo (2/2/06)
• Kugler Estate Analyzer v. 2005.10 Demo (2/2/06)
• Minimum Distributions Calculator v. 8.01 Demo (2/2/06)
• Pension Distributions Calculator v. 8.01 Demo (2/2/06)
• Pension Distributions Planner v. 8.01 Demo (2/2/06)
• Pension & Roth IRA Analyzer v. 2005.02 Demo (2/2/06)
• Savings Bond Toolkit v. 2006.00 Demo (2/2/06)
• Minimum Distributions Calculator Case Studies (2/2/06)
• February 2006 AFR (1/19/06)
• Pension Distributions Calculator v. 8.01 released (1/5/06)
• Minimum Distributions Calculator v. 8.01 released (1/5/06)
• 706 System v. 2005.00 or later to v. 2005.03 Patch File (12/29/05)
• Pension Distributions Planner v. 8.00 to v. 8.01 Patch File (12/20/05)
• Pension Distributions Planner v. 8.01 released (12/20/05)
• January 2006 AFR (12/19/05)
• Kugler Estate Analyzer v. 2006.00 released (12/16/05)
• PFP Notebook selected as an Accounting Today 2006 Top 100 Product (12/16/05)
• Pension Distributions Planner v. 8.00 released (12/16/05)
• Pension Distributions Planner v. 8.00 User Manual (12/16/05)
• Savings Bond Toolkit v. 2006.00 released (11/29/05)
• 706 System v. 2005.00 or later to v. 2005.02 Patch File (11/18/05)
• December 2005 AFR (11/17/05)
• Savings Bond Toolkit price reduced from $199 to $99 (11/9/05)
• 706 System v. 2005.00 to v. 2005.01 Patch File (11/9/05)
• PFP Notebook v. 2005.11 to v. 2005.12 Patch File (10/25/05)
• November 2005 AFR (10/20/05)
• October 2005 AFR (9/19/05)
• Pension & Roth IRA Analyzer v. 2005.00 or later to v. 2005.02 Patch File (9/15/05)
• Pension & Roth IRA Analyzer v. 2005.02 released (9/15/05)
• PFP Notebook v. 2005.11 released (9/2/05)
• Pension & Roth IRA Analyzer v. 2005.00 to v. 2005.01 Patch File (9/2/05)
• Pension & Roth IRA Analyzer v. 2005.01 released (9/2/05)
• September 2005 AFR (8/22/05)
• Savings Bond Toolkit v. 2005.10 released (8/1/05)
• Kugler Estate Analyzer v. 2005.00 or later to v. 2005.03 Patch File (7/29/05)
• Kugler Estate Analyzer v. 2005.03 released (7/28/05)
• August 2005 AFR (7/18/05)
• Pension & Roth IRA Analyzer v. 2005.00 released (7/13/05)
• July 2005 AFR (6/20/05)
• Kugler Estate Analyzer v. 2005.00 or later to v. 2005.02 Patch File (6/17/05)
• Kugler Estate Analyzer v. 2005.02 released (6/17/05)
• June 2005 AFR (5/23/05)
• Estate Planning QuickView v. 5.00 or later to v. 5.04 Patch File (5/3/05)
• Estate Planning QuickView v. 5.04 released (5/3/05)
• May 2005 AFR (4/18/05)
• Estate Planning Tools v. 2005.00 released (4/13/05)
• Kugler Estate Analyzer v. 2005.00 to v. 2005.01 Patch File (4/8/05)
• Kugler Estate Analyzer v. 2005.01 released (4/8/05)
• PFP Notebook v. 2005.00 or later to v. 2005.03 Patch File (4/6/05)
• PFP Notebook v. 2005.03 released (4/5/05)
• April 2005 AFR (3/17/05)
• Pension Distributions Calculator Case Studies (3/17/05)
• Minimum Distributions Calculator Case Studies (3/17/05)
• Pension Distributions Planner Case Studies updated (3/11/05)
• Kugler Estate Analyzer v. 2005.00 released (2/18/05)
• March 2005 AFR (2/17/05)
• 709 System v. 2005.00 (for tax year 2004) released (2/16/05)
• Minimum Distributions Calculator v. 7.00 released (2/15/05)
• PFP Notebook v. 2005.02 released (2/7/05)
• LSAs, RSAs, and ERSAs in the President's Fiscal Year 2006 Budget (2/7/05)
• PFP Notebook v. 2005.00 or later to v. 2005.02 Patch File (2/7/05)
• PFP Notebook v. 2005.01 released (2/2/05)
• PFP Notebook v. 2005.00 to v. 2005.01 Patch File (2/2/05)
• Pension Distributions Calculator v. 7.00 released (1/27/05)
• PFP Notebook v. 2005.00 released (1/24/05)
• February 2005 AFR (1/21/05)
• Pension Distributions Planner v. 7.00 released (1/11/05)

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Last modified: July 19, 2010