File: Charitable Financial Planner.pdf (385K)
Click here to download the latest version of Adobe Acrobat ReaderThe following Brentmark Software patch files, demos, and user manual files are available for download. Click (left click with Netscape, right click with Internet Explorer) on the link to start the download process. You will need Adobe Acrobat Reader v. 3.00 (or later) to read or print user manual files which are in PDF format. The Demo files are Windows programs that run under Windows 95 or later. All of the Brentmark Software files are copyrighted by Brentmark Software, Inc.
For Patch programs, download the file and run it. You may need to specify a location for your previously installed program if you installed it somewhere other than the default directory. The Patch program will upgrade your program to the current version.
Note: To download with Internet Explorer, you may need to right click on the following links. After right clicking, select Save Target As and then select Save. Be sure to note where the downloaded file is being saved. Then use Explorer (which may be accessed by right clicking on the Windows Start button and select Explore) to find the file and double left click on the file to run the program.
Brentmark Order Form
Brentmark Order Form (9/03/08)
File: Brentmark Order Form.pdf (96K) The Brentmark Order
Form has prices for Brentmark software products. Orders may be faxed to
(407) 306-6107.
NEW!
Brentmark Update System v. 2008.05 (11/13/08) (right click on
link to the left,
select Save Target As, then Save. Note location saved in and then run the program.)
File: bussetup.exe (881K) V. 2008.05 is the latest version
of the Brentmark Update System to be made available as a download.
It will be included with all Brentmark programs released after 11/13/08.
Version 2008.05 added the ability for the program to display information
specific
to each separate Brentmark product. Version 2008.04 updated Brentmark's
street address. Version 2008.03 improved the handling of discontinued programs. Version 2008.02 improved the downloading of the latest AFR file.
The Brentmark Update System is being made available as a download for
those users who licensed programs online and downloaded those programs.
Brentmark program users who received their programs by mail on a CD generally
would have already installed the Brentmark Update System since it is
included with most Brentmark programs that are shipped on a CD. The
Brentmark Update System is recommended for all users of Brentmark software
products. It makes it easy to automatically download patches that are
available for the last major upgrade. It is recommended that all Brentmark
users install the latest version and then run the the Brentmark Update System at least once a month.
706 System v. 2006.00
or later to v.
2006.02 Patch (2/23/07)
File: 706-200602.exe (242K) V. 2006.02
corrects a bug in filling Part 4, line 5. In some
cases, the previous versions of the program can overwrite the total amount of
gifts to unascertainable beneficiaries. This occurs when there is a long list
of ascertainable beneficiaries. Previous returns were unaffected if there was
no entry amount for gifts to unascertainable beneficiaries or there were fewer
than eleven ascertainable beneficiaries.
V. 2006.01 Changes: 1)
Schedule R, Part 1, line 1 now prints max GST
exemption of 2,000,000. This has no effect on calculations. 2)
Schedules M and O no longer indicate the QTIP
treatment of line items. The continuation sheets themselves are ordered by QTIP
treatment so this was an unnecessary detail. 3)
Page 3, Part
4, item 12e receives a "no" checkmark if an ID number is not entered on the
"General Information Screen." Previously it was marked with a "yes" checkmark.
4) Several alignment problems
corrected on schedule M.
706 System v. 2005.00 or
later to v.
2005.04 Patch (7/21/06)
Note: To deduct state taxes from the Beneficiary's
interest on page 2, enter the state tax in the "Out-of-State Tax" box under
"State Tax Information" under "Forms and Worksheets." Be sure to check the
recapitulation in each bequest screen to verify the state tax deduction.
File: 706-200504.exe (370K)
Changes:
V. 2005.04 made
the following changes: 1) In Part 4, line 8,
the checkmarks for boxes a and b were appearing outside their boxes. This
has been corrected. 2) In Part 4, when line 5 contained more than 11
items, it was overwriting the bottom of the form. A continuation page is now
used when necessary. V. 2005.03 made
the following changes: 1) There was an error
in the NY ET-706 form which has been corrected. It involved cases with in-state
bequests by non-residents or out-of-state bequests by residents. Specifically,
schedules 1 & 2 had the correct numbers, but they were not in their proper
places on the form. Also, Schedule 3 was not printing whenever schedules 1 or 2
were printed. 2) The exclusion for a non-citizen spouse was raised to
$117,000 for 2005 per form instructions. 3) There was a problem caused by
accessing the Gift Tax Worksheet from the Tax Computation worksheet.
Gift tax worksheet entries are now made only on that window. 4) On Form
706, page 1, Part 2, line 7 was incorrectly calculated if there were pre-1977
gifts among the prior gifts. This has been corrected. 5) Many unused
fields on the Tax Computation Worksheet have been eliminated, simplifying data
entry. 6) The NY ET-706 uses the 2005 form for all years as per its
instructions.
V. 2005.02 updates the Valrates table. It also corrects a possible error
in printing US 706 line 3a and 3b which occurs in cases where the taxable gift
was made to a trust which bears its share of taxes and the calculation screen
was never saved and the state death tax amount was not entered on calculation
screen. Note that the federal estate tax was still calculated correctly
even under this fact pattern.
V. 2005.01 corrects a
problem discovered in v. 2005.00. If you have a case that includes bequests to
trusts which bear their proportionate share of taxes and for which taxes are
apportioned against the taxable portion of the transfer on an average basis
(should only occur in Specific Asset and Legacy dispositions), the
program could have shown an incorrect amount of taxes being apportioned to that
trust. That is, if you answered "A" for the "Pays Fed Tax" question for a
bequest; the overall tax output would be correct, but the net amount to
beneficiaries on page 2 would be incorrect.
706 System v. 2002.00 to v. 2002.10 Patch (11/14/02)
File: 706-200210.exe (244K)
Changes: modifies
the calculation of annuity and unitrust factors to match the IRS published
factors by using the same number of decimal places and interpolation when
necessary. Alternate date valuation factors are used when alternate valuation
is selected.
709 System v. 2009.00
to v. 2009.01 Patch (2/25/09)
File: 709-200901.exe (903K)
V. 2009.01 changes:
1) A problem with printing page 1 of the form was corrected. This
did not change calcs. 2) A problem with saving data was also
corrected.
709 System v. 2008.00
to v. 2008.01 Patch (2/19/08)
File: 709-200801.exe (689K)
V. 2008.01 change:
1) New input added to Client Data screen: IRS Contacts Preparer.
This input handles the checkbox on the Form 709 on whether the IRS may discuss
the return with the preparer.
709 System v. 2007.00
or later to v. 2007.02 Patch (3/29/07)
File: 709-200702.exe (413K)
V. 2007.2 changes:
1) There was not enough room on the following sections to list all of the gifts
that could have been made: Page three, Part four, Line four - marital gifts;
Page three, Part four, Line seven - Gifts to Charities; Page three, Part four,
Line twelve - QTIP gifts not receiving QTIP treatment; Page four, Part two -
Section 2652 QTIP treatment. The report now includes an Attachment ("Attachment
A") that includes a list of all the gifts. 2) A feature was added to
automatically increase the annual exclusion on imported items if the previous
exclusion was the standard exclusion for the source year. This means that when
you import a 2005 gift to 2006, the exclusion used is automatically increased to
the new amount. 3) A problem with the right margin on continuation reports
was corrected. 4) A minor user interface issue in the list of gift years
was corrected. Previously, the highlighting could be confusing.
V. 2007.01 changes:
1) The previous version
was misreporting the number of donees when gifts were entered for prior years.
This did not affect the calculations, but only the reported number of donees.
2) Overrides added to the Edit Menu so that the number of donees can be easily
overridden.
709 System v. 2004.00
or later to v. 2004.05 Patch (8/31/04)
File: 709patch200405.exe (755K)
V. 2004.05 changes:
1) Program now exempts gift from any automatic allocation if Sec. 2632(b)
election is checked. Previously, a Sec. 2632(b) election only
checked column. Program also adds a warning on Sec. 2632(b) election to be
sure to attach necessary statement. 2) GST Non-exempt beneficiary type
added. 3) The ability to specify a relationship for any beneficiary was
added.
V. 2004.04 changes:
1) Specific Exemption for gifts made after September 8, 1976 and before
January 1, 1977 calculation was modified in cases where more than one period
included this exemption or if gift periods were entered after the one that
contained this exemption. 2) A new critical warnings feature has been
added to flag certain warnings as critical. 3) Death of spouse is now taken into
consideration for determination of whether one was married during the entire
calendar year. 4) The GST Exemption Reconciliation now limits certain
calculation results to prevent an error condition that can occur if the maximum
allowable GST exemption is exceeded by the total of all of the manually
allocated GST exemptions.
V. 2004.03 changes: 1)
$ signs have been removed from the form.
2) An Override option available at the time of printing allows the number of
computed donees to be overridden.
3)
A change was made in the Taxable Gift
Reconciliation
to subtract annual exclusions from line 7
for all
charitable gifts other than CRUTS and CRATS; previously, no annual exclusions
were subtracted on line 7.
V. 2004.02 changes:
1) Donees are now
being counted instead of showing 0 donees. 2) Charitable deduction now being
totaled for all gifts to charity. Previously, any charitable gifts that were
not trusts were not included. 3) Taxes cannot be shown as negative on the
screen. 4) Now prints relationship of donee to donor, if known. 5) Direct
Skips, page 4, parts one and three: the ordering of the gifts has been
corrected. 6) Prints the valuation discount description that is entered on the
Gift window. 7) Corrected problem where description for user defined
beneficiaries sometimes showed "Rate Used: 0%." 8) Taxable Gifts are now sorted
as per the instructions instead of in chronological order: Marital gifts, gifts
split with spouse, charitable gifts, gifts to others. 9) Corrected problem with
numbers being printed in split gift column when gift was not split (math was
correct and final column was correct).
V. 2004.01 Changes: 1) Corrected problem where
first page of 709 sometimes had the Taxpayer's ID number printed over top of its
first line; 2) Sec. 2632(c) Elect Out checkbox for Generation Skipping was not
working and has been made functional, 3) A button was added to the print window
to indicate any warnings, and 4) Word-wrapping problem with long gift
descriptions was resolved.
Brentmark
Asset Transfers System v. 2002.10 to 2002.11 Patch File (2/4/04)
File: bats200211.exe (1518K) This patch fixes a problem
that prevented the creation of an insurance asset.
Brentmark
Asset Transfers System v. 2002.00 to 2002.10 Patch File (12/10/02)
File: bats200210.exe (1637K)
NEW!
Charitable Financial
Planner v. 2009.00 or later to v. 2009.04 Patch File (3/10/09)
File: char200904.exe (1895K)
V. 2009.04 changes:
Corrects a problem with the Qualified Annuity that Must be Paid
Annually if Entire Trust Ceases to be a QPRT line in the QPRT report.
This problem occurs in the prior 2009 versions.
V. 2009.03 changes:
1) GRUT Term calcs have been fully updated for the Walton case.
2) The CRAT and GRAT models' Vary Annuity Payments? feature has been
improved for terms greater than 20 years.
V. 2009.02 changes:
1) Unitrust interpolation rates were being displayed incorrectly for AFRs below
1.0%. This been corrected. This was a display issue and did
not have any effect on the calculations.
V. 2009.01 changes:
1) Calculations for AFRs below 1.0% have been changed for many models and have
been tested to verify conformance with IRS Notice 2009-18 (Update for Actuarial
Tables Under Section 7520).
Charitable Financial
Planner v. 2008.10 or later to v. 2008.12 Patch File (11/19/08)
File: char200812.exe (1746K)
V. 2008.12 changes:
1) The CLAT model Term calculation has a Zero Out Remainder feature which is
accessed by clicking on the '0' Remainder button. In some cases, it was
necessary to click on the button twice to obtain the optimum calculation.
This has been changed so that only one mouse click is required.
2) AFRs updated through 11/2008.
V. 2008.11 changes:
1) The CLAT model had several changes. The time period for
the Economic Schedule now goes to the term designated (or depletion point) for
the Term and Shorter calcs while for Life calcs, a new input allows one to enter
the number of years or use a life expectancy value. The displayed result
for Charitable Deduction for Income Interest has been corrected.
2) AFRs updated through 8/2008.
3) Help file changes made.
Charitable
Financial Planner v. 2006.00 to v. 2006.01 Patch File (11/15/06)
File: char200601.exe (968K) V. 2006.01 changes: 1)
The optional "Report For" and "Prepared By" data entered on the Report Options
screen was being switched on the printouts. This has been corrected. 2)
There was an inappropriate 20-year limitation on the term of the CLUT
calculation. This limit has been removed.
Charitable Financial Planner v. 2005.00 Demo (2/2/06)
File: chardemo.exe (885K)
Charitable Financial Planner
2003.10 User
Manual (7/9/03)
File: Charitable Financial Planner.pdf (385K)
Click here to download the latest version of Adobe Acrobat Reader
Charitable Financial
Planner v. 2001.10 or later to v. 2001.14 Patch (9/19/01)
File: Char0114.exe (850K)
Charitable Financial
Planner v. 1999.10 or 1999.11 to v. 1999.20 Patch (6/24/99)
File: Char9920.exe (1232K) Click
here for info on changes
Charitable Financial
Planner v. 1999.00 or later to v. 1999.05 Patch (4/29/99)
File: char9905.exe (1175K)
NEW!
Estate Planning Tools v.
2009.10 or later to v. 2009.12 Patch (6/23/09)
File: num200912.exe (2155K)
Version 2009.12 includes the following changes:
1) A CLAT
problem with the '0' Remainder feature when used with the Vary Annuity
Payments? input has been corrected.
2) The second page of the QPRT report has been corrected and a tab for
that page has been added for onscreen display.
3) The Vermont state death tax data file has been updated for the
State Death Tax Manager.
4) The C Corporation calculation in the Corp. Tax model has been
corrected. This problem was in earlier 2009 versions.
5) Various minor changes have been made to other models.
6) AFRs have been updated through July 2009.
Version 2009.11 includes the
following changes:
1) Actuarial table values for transfer dates from 7/1999 through 12/2008
were using the wrong life expectancy table. This affected numerous models
and has been corrected. This problem was present in v. 2009.10 only and
did not affect 2009 transfer dates.
2) AFR table updated through June 2009.
Estate Planning Tools v.
2008.00 to v. 2008.03 Patch (12/11/08)
File: num200803.exe (2757K) Version 2008.03 includes the
following changes:
1) State Death Tax Manager v. 1.91 including changes to IL.
2) CLAT-20% Increasing Annuity limitation removed.
3) Special Use Valuation: 2008 rates included.
4) CRUT-Economic Schedule for longer calcs reflects the longer of the term or
life expectancy.
5) Several minor cosmetic changes.
Version 2008.02 includes
the following changes:
1) The Estate Tax model calcs for years prior to 2005 has been corrected.
This problem was in v. 2008.00.
2) The CLAT model had several changes. The "0 Remainder" feature for Term
calcs now works for the Vary Annuity Payments feature. The time period for
the Economic Schedule now goes to the term designated (or depletion point) for
the Term and Shorter calcs while for Life calcs, a new input allows one to enter
the number of years or use a life expectancy value. The displayed result
for Charitable Deduction for Income Interest has been corrected.
3) The Inclusion model has been updated (cosmetic changes only) to reflect the
final regs.
4) The CRUT and CLUT models interpolation display has been corrected (the calcs
were correct).
5) Various cosmetic changes were made to various parts of the program including
the IDIT and Deposit models.
Estate Planning Tools v.
2007.00 or later to v. 2007.04 Patch (10/12/07)
File: num200704.exe (1721K) Version 2007.04 includes
the following change: 1) A GRAT rounding problem for Term Factors (greater
than two years) in Vary Annuity Payments cases has been corrected.
Version 2007.03 includes
the following changes: 1) Version 2007.02 only included a problem with
some term factor calcs on the GRAT and Factors screens. This has been
corrected. 2) Data File name at top left of screen was showing directory
path. This has been changed to display only the data file name.
Version 2007.02 includes
the following changes: 1) A GRAT rounding problem for the Term Factor in
Vary Annuity Payments cases has been corrected. 2) GRAT, CRAT, and CLAT
screens: Number of Payments input was not being saved properly in some
cases. This has been corrected. 3) The Project model report was
generating an error message when printing was attempted. This has been
corrected. 4) GRAT cosmetic changes: increased space has been added
in the Vary Annuity Payments window for display of the Annual Payout column.
5) E-mail Data File feature on File Menu is now immediately enabled after the
data file is saved. 6) Estate Tax screen for Gift Tax cases has a
correction for cases where the Max Gift for Zero Gift Tax button has been
selected. 7) The AFRs through October 2007 have been locked-in.
Version 2007.01 includes the
following changes: 1) The Bypass screen's report was not showing the
Unified Credit in the All to Spouse column. This has been corrected.
2) The IDIT screen's report was was starting with the third year instead of the
first year. This has been corrected. 3) The Investment Cash Flow
Analyzer screen now has the the starting point for the analysis included in the
report. 4) The IRR screen's report was showing values that were limited to
numbers such as 9500%, typically when the Amount value was negative for two
years. Such limitations have been removed.
Estate Planning Tools v.
2006.00 or later to v. 2006.05 Patch (12/21/06)
File: num200605.exe (1865K) Version 2006.05 includes the
following changes: 1) GRAT screen: Cosmetic change to the 7520 Exhaustion
report (moved partial payment value up one line). 2) Updated the AFRs. 3)
Corrected a problem with the Factors screen for Term annuities with beginning of
period payments.
Version 2006.04 includes
the following changes: 1) Gift Tax/Estate Tax screen: A bug introduced by v.
2006.03 involving the Gift Tax Paid line on the report was fixed. This problem
was not in prior versions. 2) Economic Schedule (for CRAT, CLAT and
others): when there are more lives than two, the program now uses the youngest
two ages to determine the length of the schedule instead of the first two ages
entered. 3) Improvements were made to the exhaustion test report on the
GRAT and CRAT reports. 4) The Factors model Annuity Shorter calc has a
correction for the Beginning case calc and the report for Shorter cases now
shows the number of payments.
Version 2006.02 includes
the following changes: 1) Economic Schedule on the GRAT no longer stops
updating when optimization is used. 2) Adds the ability to be loaded
from within Brentmark's PFP Notebook v. 2006.00.
Version 2006.01 includes the
following changes: 1) 2006 Special Use Valuation Rates have been added.
2) NEW FEATURE: You can now select e-mail data file from the File Menu to
e-mail a data file. This feature is only enabled when you have opened or
saved a file. 3) Charitable models: the selection of the
"Print Economic Schedule" has been moved to the print window. 4) GRATs:
The Rev. Rul. 77-454 exhaustion test for increasing annuities has been refined
(based on informal communications with the IRS) to better reflect the value of
the increasing payments. The Rev. Rul. 77-454 report has also been revised
to improve clarity. 5) A number of other changes have been made.
Estate Planning Tools v. 2005.01 Demo (2/2/06)
File: numdemo.exe (1779K)
Estate
Planning Tools v. 2004.20 to v. 2004.21 Patch (11/30/04)
File: num200421.exe (818K) Version 2004.21 includes
the following calculation changes: 1) Exhaustion test calculations were
corrected for the GRAT shorter of term or life with growing payments; 2)
The Life Expectancy model now uses the proper table to calculate the Probability
of Living to Life Expectancy when Sec. 1.401(a)(9)(2002) is selected; 3)
When loading a data file from the GRAT screen, the number of payments is no
longer being increased by 1; and 4) On the GRUT screen, the "Probability
Grantor will survive the Term" is no longer forced to 0% for Shorter of Term or
Life calculations.
Estate
Planning Tools v. 2004.10 or later to v. 2004.20 Patch (9/8/04)
File: num200420.exe (1078K) Version 2004.21 includes
the following: 1) Exhaustion test calculations were corrected for the GRAT
shorter of term or life with growing payments. Version 2004.20 includes
the following features: 1) Reports can be saved as PDF files (a file
format useful for archiving or e-mailing) or RTF files (formatted files loadable
by word processing programs; 2) CLAT model calcs were corrected for cases
where the payment frequency was other than annual (this problem was introduced
by the prior version); and 3) Changes were made to the Nearest Age
calculator (available on the Edit Menu) and the Life Expect. model.
Version 2004.11 included changes to the Factors and Estate Tax models.
Estate
Planning Tools v. 2003.00 or later to v. 2003.03 Patch (5/12/03)
File: num200303.exe (1764K) V. 2003.03: corrects a
problem with the display of and accessing of the Amortize model when monthly
reports are selected. V. 2003.02: corrects a
problem with accessing the IRR screen. V. 2003.01 changes: corrects the display
for the last line in the Net Worth report. Locks in additional AFRs.
Note: If you already have version 2004, you do not need to install
this patch!
Estate Planning Tools v. 2003.00 User Manual (3/28/03)
File: Estate Planning Tools.pdf (730K)
Estate
Planning Tools 2002.00 to 2002.01 Patch (8/6/02)
File: num200201.exe (1454K) Changes: The Marital Deduction
Optimization calculation was corrected to include the state death tax
credit. For Report Options, Printing Margins are now being used.
Cosmetic changes were made to the Bond screen.
Estate
Planning Tools 2001.10 or later to 2001.13 Patch (11/2/01)
File: num0113.exe (1724K)
Estate
Planning Tools 2000.01 or later to 2000.05 Patch (9/12/00)
File: num2005.exe (1786K) Click here for info on changes
Estate Planning Tools v.
1999.20 to v. 1999.21 Patch (7/19/99)
File: num9921.exe (1008K)
Estate Planning Tools v.
1999.00 & 1999.10 to v. 1999.11 Patch (3/17/99)
File: num9911.exe (1093K)
NEW! Estate Planning
QuickView v. 2009.00 to v. 2009.01 Patch (3/23/09)
File: qv200901.exe (1275K) V. 2009.01 changes
include the following:
1. The State Death Tax Manager was upgraded to v. 1.93 to properly handle year
2010 cases where the state calc was limited by the Federal Estate Tax (such as
NY and DC).
2. Corrected a Nonmarital Trust underfunding problem when retirement assets are
present.
3. Data File Location was not always being saved.
4. For single cases, probate expenses were still being included even when
deselected. This has been corrected.
Estate Planning
QuickView v. 2007.00 or later to v. 2007.03 Patch (7/19/07)
File: qv200703.exe (726K) V. 2007.03: 1.
The maximized NMT was not fully realized due to
state exemption and inheritance taxes. This has been corrected.
Note: The patch does not update the State Death Tax Manager; the
State Death Tax Manager Patch should be run to update it.
V. 2007.02. 1.
Nonmarital Trust calculations were not working in certain cases such as where
the first estate had no assets and also when insurance was included. This
has been corrected. 2. Problem with Print to Clipboard not capturing full
flowchart was corrected. 3. Diagnostics report was modified. 4.
State Death Tax Manager includes Nebraska changes. 5. Various cosmetic
changes were made.
V. 2007.01. 1.
Old data files in which the Year inputs on the Client Information screen was
less than 2005 created an error message. The program now increases earlier
Year inputs in old data files to 2006 on screen and displays a message to that
effect. 2. The Inputs Report has been updated to include the additional
inputs in version 2007. 3. The Diagnostics Report now prints even if no
other reports are selected. 4. The State Death Tax Manager was
updated to v. 1.10 to correct a file loading problem that occurred with some
versions of Vista.
Estate Planning
QuickView v. 5.00 or later to v. 5.04 Patch (5/3/05)
File: qv504.exe (853K) V. 5.04 corrected a display
problem for IL single person cases.
Estate Planning
QuickView v. 5.00 User Manual (9/5/01)
File: quickview.pdf (209K)
Estate
Planning QuickView v. 5.00 Demo (9/30/03)
File: qdemo.exe (588K)
Estate Planning
QuickView v. 4.00 or later to v. 4.05 Patch (4/12/00)
File: qv405.exe (835K)
IRS
Factors Calculator v. 5.16 Demo (5/3/01)
File: facdemo.exe (508K)
IRS
Factors Calculator v. 5.10 or later to v. 5.16 Patch (12/12/00)
File: fac516.exe (991K)
IRS
Factors v. 5.15 User Manual (8/25/00)
File: fac.pdf (157K)
Kugler
Estate Analyzer v. 2008.00 User Manual
(2/25/08)
File: Kugler Estate Analyzer.pdf (347K)
Kugler Estate Analyzer v. 2006.00
or later to v. 2006.04 Patch
(8/21/06)
File: kea200604.exe (1475K) V. 2006.04 included the
following changes: 1. Added improved connectivity with PFP Notebook.
Kugler Estate Analyzer reports can now be imported by PFP Notebook. 2.
Added the ability to e-mail data files: select "E-mail Data File" from the
file menu to e-mail the currently loaded file. 3. Corrects a cosmetic bug
in the Both Spouses Die Within One Year Report: Portfolio and Insurance
Death Benefits--if the actual death years for both clients are the same (say
2010), the DB going to the surviving spouse used to show up twice (only on this
report). 4. The Marital Outright Bequest (for Previous Planning) can no
longer be less than $0. 5. The maximum amount of the credit shelter trust
was including the insurance death benefit in some cases. This has been
corrected. 6. The CRUT exhaustion test calculations have been updated.
V. 2006.03 included the
following changes: 1. Liabilities in single person case were not showing
up on the flowchart. 2. Joint liabilities were being affected by the input
"Satisfy Debt at First Death." 3. When "Income to Spouse" was placed
first, the second-to-die's estate value was being reported incorrectly. 4.
Several cosmetic changes were also made.
V. 2006.02 included the
following changes: 1. The annual exclusion has been updated for 2006.
2. The children label on the flowcharts has been changed to heirs.
3. On the "Both Die Within One Year" Report, the amount going to the surviving
spouse at the first spouse's death was sometimes misreported on that one page.
This was corrected. For later flowcharts, the displayed value was correct.
4. CRAT: The joint life calculation has been corrected. In the
previous version, it generated an error message. 5. The AFRs have been
updated. 6. When the settlement costs used up assets that were also
needed to fund a credit shelter trust, the program was using qualified plans to
fund the credit shelter trust. This was corrected.
V. 2006.01 included the
following changes: 1. At time of second death, the previous version wasn't
allowing community property assets to be used for expenses. 2. The
flowcharts now adjust their spacing to prevent the page numbering from being
overwritten. This used to occur when many techniques were being illustrated.
3. The technique "Income To Spouse" was not being saved to the data files
properly. 4. The age listed on the Rolling GRAT technique was
displaying the "nearest age." The program now shows the client's actual
age.
Kugler
Estate Analyzer v. 2005.10 Demo (2/2/06)
File: keademo.exe (1649K)
Kugler Estate Analyzer v. 2005.00
or later to v. 2005.03 Patch
(7/29/05)
File: kea200503.exe (1005K) V. 2005.03: Corrected
problems in cases with qualified plans with no beneficiaries, updating of
on-screen labels when files are loaded, and understating of settlement costs for
single cases with liabilities. V. 2005.02: Includes a
number of changes including new and changed footnotes. V. 2005.01: Corrects a problem
with liabilities (shown improperly as charitable deductions) in the
flowchart.
Kugler Estate Analyzer v. 2004.00
or later to v. 2004.06 Patch
(11/17/04)
File: kea200406.exe (888K) V. 2004.06: Analysis of
Death: The illustration of the IRD has been corrected. V. 2004.05: 1)
Testamentary Charitable Gift and QTIP now updates the QTIP after the
Testamentary Charitable Gift Technique is used. 2) In cases where both
died in the same year with insurance death benefits paid to the estate as
beneficiary, the second-to-die's death benefit has been corrected. 3) In
cases where Previous Planning was selected, the marital QTIP box for the
first-to-die now includes the death benefit of the first-to-die. 4)
Several cosmetic changes were made. V. 2004.04: 1) Changing
the beneficiary from none or spouse to a person that generated a first estate
tax was terminating the program. 2) Flow chart box was changed so that
"Existing Insurance" is now called "Existing Insurance Trust." 3) Fund
Estate Costs Technique was reporting that there was no insurance trust even when
it was indicated that insurance assets were owned by the trust. 4) A new
sub-report was added on the asset inventory page. 5) A number of other
changes were made. V. 2004.03: 1) Cosmetic
changes to reports: a. Insurance owned by trusts were not showing the proper
beneficiary on the asset inventory report (on the Asset Inventory and Current
Simple Will Arrangement reports). b. Changed the wording of a footnote (on the
Asset Inventory and Current Simple Will Arrangement reports). c. Asset Inventory
report was incorrectly reporting a simple will existed. 2) Liabilities
that were liquidated at the first death were being increased by the entered rate
twice during the year of death . 3) Single cases (where there's no spouse)
were not allowing life insurance policies to go into the ILIT. V. 2004.02: Improved the reporting of insurance assets, simplifies the
way liabilities are handled, and makes several cosmetic and reporting
improvements.
Kugler Estate Analyzer v. 2003.10 or later to v. 2003.15 Patch
(10/8/03)
File: kea200315.exe (747K) V. 2003.15:
Corrected minor calculation issue in cases where there were withdrawals in same
year a Credit Shelter Trust is set up. V. 2003.14:
Corrected a problem with the Life Insurance Death Benefit value when Previous
Planning was indicated. This problem did not occur with Life Insurance
Trusts. V. 2003.13: This
Patch File is recommended for all users. V. 2003.12: This
Patch File added numerous changes and is recommended for all users. V.
2003.11: This Patch File added
the ability to set up a Life Insurance Trust and still have Life Insurance
policies outside the trust.
Kugler Estate Analyzer v. 2003.00 or later to v. 2003.04 Patch
(5/7/03)
File: kea200304.exe (1367K) This Patch File has a
number of changes and should be installed by all with earlier versions.
Minimum Distributions Calculator v.
8.01 Demo (2/2/06)
File: mindemo.exe (1079K)
Minimum Distributions
Calculator v. 6.00 or later to v. 6.13 Patch (3/6/03)
File: min613.exe (847K) Pennies in the Pension
Fund balance were not previously being saved. V. 6.11 added connectivity to PFP
Notebook v. 2002.10 or later.
Minimum Distributions
Calculator v. 6.00 User Manual (8/7/02)
File: Minimum Distributions Calculator.pdf (174K)
Minimum Distributions
Calculator v. 5.00 or later to v. 5.06 Patch (12/04/01)
File: min506.exe (809K)
Minimum Distributions
Calculator v. 4.00 or later to v. 4.20 Patch (3/8/00)
File: min420.exe (717K)
NEW!
PFP Notebook v. 2009.00 to
v. 2009.01 Patch (6/16/09)
File: pfp200901.exe (4292K) V. 2009.01 change:
1) In some cases, data changes to the Policy Analyzer: Life Insurance model were
not being saved. This has been corrected.
PFP Notebook v. 2008.00 to
v. 2008.01 Patch (6/25/08)
File: pfp200801.exe (3407K) V. 2008.01 changes:
1) The State Death Tax Manager was updated to version 1.70 within the program.
This
added the ability to handle RI’s rule that the
Taxable Gifts aren’t included in the Federal Estate Tax Limitation. It
also corrected the Illinois recursive calculation to use 2001 to
determine the exemption; this affects $2M to $2.3M estates. In order to
handle all state death tax changes fully, the State Death Manager should also be
used to download the latest state death tax file (dated 5/12/08 or later).
2) The program was not properly storing clipboard items to use in reports.
This has been corrected.
PFP Notebook v. 2006.00 or
later to
v. 2006.02 Patch (11/16/06)
File: pfp200602.exe (1174K) V. 2006.02 changes: 1)
Corrected problem with printing of comments on the Disability Insurance Policy
Analyzer report. 2) Fixed problem with investment names that were too
long. Investment names (in the investment portfolio) are now limited to 33
letters. 3) Numerous cosmetic improvements made to printing. 4)
Increased the speed of the database on multi-user installations. 5)
Planners can now have more than 255 clients.
V. 2006.01 changes: (1) Client Import/Export was not working when a planner had more
than 255 clients. This has been corrected. (2) Table of Contents has
an improved look. (3) When no table of contents was selected, one was
still being printed for each section. This has been corrected. (4)
File Open command was added to the menu on the Imported Documents window. This
allows importing a bitmap file that is on the hard drive.
PFP Notebook v. 2005.11 to
v. 2005.12 Patch (10/25/05)
File: pfp200512.exe (1840K) V. 2005.12 makes several
changes including: (1) The Net Worth Statement now shows the spouse's
assets and liabilities when the spouse's net worth is negative and (2) the
Mortgage illustration now properly labels payments that are not annual.
PFP Notebook v. 2005.00
or later to v. 2005.03 Patch (4/6/05)
File: pfp200503.exe (1831K) V. 2005.03 makes a number of
cosmetic changes including improvements to the client manager, the estate
flowchart, net worth and budget screens. V. 2005.02 corrects a problem
using the v. 2005.00 or 2005.01 Data Gatherer to create new clients. For
previous FPLAN users only, the Patch File also updates their PFP Data Conversion
System program from v. 2005.00 to v. 2005.01. V. 2005.01 corrected a problem with
creating new clients using v. 2005.00.
PFP Notebook
Quick Start Guide (1/25/05)
File: Quick Start to PFP.pdf (663K)
PFP Notebook v.
2005.00 User Manual (1/25/05)
File: PFP Notebook.pdf (2196K) (Note: very few changes from
v. 2003.10 user manual)
Click here to download the
latest version of Adobe Acrobat Reader
PFP Notebook v. 2004.00
to v. 2004.01 Patch (6/21/03)
File: pfp200401.exe (778K) V. 2004.01 improves the printing of reports
to PDF and RTF files, adds a print screen feature, and simplifies importing data
from the Data Gatherer.
PFP Notebook v. 2003.10
or later to v. 2003.12 Patch (9/23/03)
File: pfp200312.exe (1636K) V. 2003.11 corrects a problem
v. 2003.11 had with Windows XP installations. V. 2003.11 makes improvements
(including changed reports) to the College Cost Estimation model in the College
Funding part of the program.
PFP Notebook v. 2002.00
or later to v. 2002.13 Patch (1/27/03)
File: pfp200213.exe (1501K) Versions 2002.13, 2002.12 and 2002.11
included numerous
changes. V. 2002.10 made the following changes: Added connectivity to the Minimum
Distributions Calculator, Pension
Distributions Planner, and Pension Distributions Calculator. Also corrected
problems on Net Worth printout, and with saving data on the Client Information
screen.
PFP
Notebook v. 2000.03 or later to v. 2000.07 Patch (8/24/00)
File: pfp0007.exe (2176K)
PFP Notebook's Financial Planning Data
Gatherer v. 2.10 Click here for program
information.
File: dg_setup.exe (409K)
Pension Distributions Calculator v. 8.01 Demo (2/2/06)
File: pdcdemo.exe (1153K)
Note: The following Patch File will not work for the
Pension Distributions Planner which has it own
Patch Files further below.
Pension Distributions Calculator v. 6.30
or later to v. 6.34 Patch (8/4/03)
File: pdc634.exe (1279K) V. 6.34: Added
ability to deselect Use Pre-59½
Distributions feature. V. 6.33: Several Pre-59½
distributions changes were made including refinements of the Goal feature and
calculation changes for unlikely cases where the reasonable interest is less
than 1%. Pennies in the Pension Fund balance
were not previously being saved.
V. 6.31: A change was made
to the pre-59½ distributions part of the program. The Switch: Min.
Dist. Distribution Method was displaying an incorrect distribution amount
for the first year in the current year's distribution report (2003). This
has been corrected.
Pension Distributions
Calculator v. 6.10 or later to v. 6.20 Patch (11/15/02)
File: pdc620.exe (1339K)
All changes were
to the pre-59½ distributions part of the program. A new Goal
feature was added that automatically calculates the highest possible payout or
adjusts inputs to reach a particular payment goal. Balance inputs were
changed to better handle cases where the Starting Date was prior to the
Distribution Year. Versions prior to 6.20 made the following changes: A new Use
Maximum Interest Rate input automatically selects the highest
"reasonable interest rate" available for a given calculation under Rev. Rul.
2002-62. Pre-59½ distributions using the minimum distributions method prior to
2002 have been corrected so that min. distributions in 2003 and later use the
methodology of the 2002 final regs.
Pension Distributions
Calculator v. 6.10 User Manual (10/14/02)
File: Pension Distributions Calculator.pdf (211K)
Pension Distributions
Calculator v. 6.00 to v. 6.01 Patch (5/20/02)
File: pdc601.exe (787K) On the pre-59½
distributions screen, v. 6.01 corrects the IRS Notice 89-25 method for
cases where the entered Distribution Year was the same as the year
entered for the Starting Date.
Pension Distributions
Calculator v. 5.00 or later to v. 5.06 Patch (12/4/01)
File: pdc506.exe (839K)
Pension Distributions
Calculator v. 4.00 or later to v. 4.20 Patch (3/8/00)
File: pdc420.exe (741K)
Pension Distributions Planner v.
8.00 or later to v. 8.03 Patch (1/24/07)
File: pdp802.exe (1167K) V. 8.03 made the following
changes: 1)
Starting with v. 8.00, the program was using a contingent beneficiary in cases
where the owner and spouse both died in the same year prior to the RBD with no
spousal rollover indicated. The program now does not use a contingent
beneficiary in that case. 2) A disclaimer has
been added to the Pre-59½ illustration when the RMD method is used. This
disclaimer says "All distributions after 2007 are estimates and will have to be
recalculated based on each year's actual balance." 3) Starting
with v. 8.00, the Pre-59½
Distributions report was showing a balance from the first distribution year
instead of the current year balance when the user had elected
to recalculate distributions each year using the PLR approach. This has been
corrected.
V. 8.02 added the ability to
e-mail reports and datafiles. It also added the ability to be loaded from
within PFP Notebook v. 2006.00.
V. 8.01 corrects a cosmetic problem
on the Benef. Info. window for case where there is no designated benef. It
also corrects an issue with the Brentmark Update System not displaying the
correct version number (showing version 7.00 when 8.00 or 8.01 should be
displayed).
Pension Distributions Planner v. 8.01 Demo (2/2/06)
File: pdpdemo.exe (1153K)
Pension Distributions Planner v. 8.00 User Manual (12/7/05)
File: Pension Distributions Planner.pdf (276K)
Note: The following Patch File will not work for the
Pension Distributions Calculator which has
it own Patch Files above.
Pension Distributions Planner v. 6.30
or later to v. 6.34 Patch (8/4/03)
File: pdp634.exe (1282K) V. 6.34: Added
ability to deselect Use Pre-59½
Distributions feature. V. 6.33: Several Pre-59½
distributions changes were made including refinements of the Goal feature and
calculation changes for unlikely cases where the reasonable interest is less
than 1%. Pennies in the Pension Fund balance
were not previously being saved.
V. 6.31: A change was made
to the pre-59½ distributions part of the program. The Switch: Min.
Dist. Distribution Method was displaying an incorrect distribution amount
for the first year in the current year's distribution report (2003). This
has been corrected.
Pension Distributions
Planner v. 6.10 or later to v. 6.20 Patch (11/15/02)
File: pdp620.exe (1342K)
All changes were
to the pre-59½ distributions part of the program. A new Goal
feature was added that automatically calculates the highest possible payout or
adjusts inputs to reach a particular payment goal. Balance inputs were
changed to better handle cases where the Starting Date was prior to the
Distribution Year. Versions prior to 6.20 made the following changes: A new Use
Maximum Interest Rate input automatically selects the highest
"reasonable interest rate" available for a given calculation under Rev. Rul.
2002-62. Pre-59½ distributions using the minimum distributions method prior to
2002 have been corrected so that min. distributions in 2003 and later use the
methodology of the 2002 final regs.
Pension Distributions
Planner v. 6.00 or later to v. 6.02 Patch (6/13/02)
File: pdp602.exe (793K) On the pre-59½
distributions screen, v. 6.01 corrected the IRS Notice 89-25 method for
cases where the entered Distribution Year was the same as the year
entered for the Starting Date.
V. 6.02 added the ability to turn off the separate share rule for multiple
beneficiaries plus the ability to defer the separate share rule for one year.
Pension & Roth
IRA Analyzer v. 2005.00 or later to v. 2005.02 Patch (9/15/05)
File: exc200502.exe (911K) Version 2005.02
changes: 1) The Asset Comparison report now uses end of year balances, and
2) The Minimize Tax option on the Roth IRA Conversion data entry window now uses
the marginal tax rate from the tax tables rather than a calculated marginal
rate. Version 2005.01 changes: 1) Pre-59½ Distributions Graph now shows total
projected distributions instead of the first year's distributions, 2)
Benefits Received presentations now focus solely on distributions from the
Pension Fund and Roth IRA, 3) Asset Analysis and Asset Comparison presentations
have been updated to include donee-exclusion gifting and insurance, 4)
Calculated AGI is now available in the reports, 5) Social Security Analysis
report now includes calculated AGI, 6) the Roth IRA Conversion Data Entry has
been improved to better handle cases where the Optimum percentage is less than
100% and cases that involve the option to Minimize Income Taxes, and 7) a new
Asset Analysis graph added.
Pension & Roth
IRA Analyzer v. 2003.10 to v. 2003.11 Patch (9/22/03)
File: exc200311.exe (639K) Changes include a minor
report change where the program now prints lines showing a 0 (zero) value when
such lines are both preceded and followed by other lines which have non-zero
values.
Pension & Roth IRA Analyzer v. 2003.10 User Manual (6/12/03)
File: Pension & Roth IRA Analyzer.pdf (600K)
Pension & Roth
IRA Analyzer v. 2003.00 or later to v. 2003.04 Patch (4/9/03)
File: exc200304.exe (1056K) V. 2003.03 and .04:
Changes were made to how expenses were handled with multiple beneficiaries.
V. 2003.02: Several Pre-59½
distributions changes were made including refinements of the Goal feature and
calculation changes for unlikely cases where the reasonable interest is less
than 1%. Pennies in the Pension Fund balance
were not previously being saved. Owner's birth date was set to be the same
for the both the main input screen and the Pre-59½
distributions screen. V. 2003.01: This patch file changes
the calculation of the deferred first year's required minimum distribution under
the rules of the 2002 final regulations and makes some changes to the separate
share rule for multiple beneficiaries.
Pension & Roth
IRA Analyzer v. 7.00 or 7.01 to v. 7.02 Patch (7/25/02)
File: exc702.exe (645K) This patch file corrects
the calculation of the taxes paid when a Roth IRA conversion is made with the
Quick Conversion feature or otherwise. V. 7.02 made a correction related to
itemized deductions entered on the taxes screen.
Pension & Roth
IRA Analyzer v. 6.10 or later to v. 6.12 Patch (10/23/01)
File: exc612.exe (1111K)
Pension & Roth
IRA Analyzer v. 6.00 to v. 6.01 Patch (2/8/01)
File: exc601.exe (410K)
Pension & Roth IRA Analyzer v. 5.00
or 5.10-5.14 to v. 5.15 File (9/22/99)
File: exc515.exe (786K) Click here for info on changes
Click here to download the
latest version of Adobe Acrobat Reader
Retirement
Distributions Planner v. 9.00 or later to v. 9.02 Patch (1/22/08)
File: rdp902.exe (1630K)
Version 9.02 changes: It is recommended that all v. 9.00 and v.
9.01 users download this Patch to upgrade to v. 9.02.
1) The RMD calculation for inherited Roth IRA cases where the owner dies
before his age 70½ year with a spouse as the beneficiary who performs a rollover
in a year later than the owner's year of death and before the owner's age 70½
year has been adjusted to remove unneeded distributions. This the rule
which delays RMDs until the later of the end of the calendar year following the
year in the which the owner died or the end of the calendar year in which the
owner would have attained age 70½.
2) The AFRs have been locked-in through February 2008.
Version 9.01 changes:
1) The RMD calculation based on the life expectancy of the spouse's designated
beneficiary for the special case where both the Owner and Spouse die before the
RBD and the Spouse has a designated beneficiary has been refined.
This is the case where the Spouse is treated as the Owner if both die young as
noted in §401(a)(9)(B)(iv)(II) and Reg. §1.401(a)(9)-3, A-5, A-6,
§1.401(a)(9)-4, A-4(b). New inputs are shown on the Beneficiary
Information when the fact pattern indicates possible application of this special
calculation: Is Spouse a 100% Beneficiary? and Does the Spouse Name a
Beneficiary?.
2) There were some cases where some input information on the Beneficiary
Information screen was not being saved with regard to the special rule in 1)
above. This has been corrected.
3) Several cosmetic changes were made.
NEW!
Financial
Retirement Planning with the Retirement Income Navigator (Book and User Manual)
(10/29/08)
File: Retirement Income Navigator.pdf (9932K or 9.70MB) This
4th edition book/user manual is authored by Roger A. and Kevin R. Katzenmaier.
Retirement Income Navigator v. 2.00 to v. 2.01 Patch File (10/17/03)
File: rin201.exe (264K) This
upgrade patch resolves a resizing issue that causes flicker on some screens, and
also a cosmetic problem on the reports when an other income source is entered
that increases by a rate less than inflation.
Retirement Income
Navigator v. 2.01 Demo (11/10/03)
File: rindemo.exe (695K)
RetireNow
v. 2004.00 to v. 2004.01 Patch File (9/15/04)
File: ret200401.exe (566K) Version 2004.01 made
the following changes: 1) Saving insurance cash values would cause them to
revert to being all zeroes. This has been corrected. 2) Clicking
"Calculate comparison" would occasionally cause the program to lose data when
certain steps were taken (click "Scenarios", "Edit Current", "Comparison",
"Calculate Comparison," and "Analysis" in that order). This has been
corrected. 3) The calculation progress window no longer has scroll bars
when the program is not maximized.
RetireNow
v. 2002.10 to v. 2002.11 (11/10/03)
File: ret200211.exe (2757K) On the IRA Details
report, the Amount Sold column was corrected.
RetireNow
v. 2002.00 or later to v. 2002.02 (2/26/02)
File: ret200202.exe (1477K)
RetireNow
v. 2001.01 User Manual (8/20/01)
File: RetNow.pdf (4512K)
Retirement
Plan Analyzer v. 2007.00 or later to v. 2007.04 Patch (12/10/07)
File: rpa200704.exe (3303K)
Version 2007.04 changes: Numerous changes were made:
1) Report Designer was not saving custom reports and was not
allowing modification of existing reports. This has been corrected.
2) Start in Req'd Yr buttons on Expenses screen had the word Yr.
clipped off.
3) Donee Exclusion Gifting was displaying amounts in the Insurance
Fund in addition to the Gift Fund. This has been corrected.
4) Changes made to installation and to screen resizing routines.
5) Improvements made to File Location windows to display longer
pathnames.
6) Font change made to Description inputs to allow display of longer
names.
7) AFRs updated.
Version 2007.03 changes: Numerous changes were made:
1) Reports
may now be exported to formatted XLS spreadsheet files using the Print to
File feature on the Print window.
2)
The program adds some
additional resizing features which permitting better support for multiple
monitors.
3) New features have been added which enhance operation in network
installations. These include the Create Desktop Icon feature and
Location of Files selection for Help Files on the File Menu. A Copy Help
Files option is now shown on the Help Menu.
4)
Windows Vista support
is further enhanced with
the Data Files location for saving files now defaulting to a Brentmark
program location under the My Documents directory.
5) Improvements have been made to the E-mail Data File feature on
the File Menu and the e-mail Technical Support feature which is on the
Help Menu at Brentmark on the Web.
6) A new System Information option has been added to the Help Menu.
7) It is now possible to compare children and grandchildren beneficiary
cases in multiple beneficiary cases (i.e., cases when Beneficiary is the Spouse,
Spousal Rollover is Yes and Multiple Benef is Yes and also cases where
Beneficiary is Child and Multiple Benef is Yes). This means that it is
possible in these cases to enter a 0% entry for some beneficiaries in
Alternatives 2 to 4.
8) Birth Dates for the beneficiaries may now also be entered on the Client
Information screen with data entry conformed with the information shown on the
main input screen.
9) The report shown at the bottom of the main input screen may be changed
by right-clicking on the report area. This feature had been disabled in v.
2007.02.
10) Some reports with large numbers of beneficiaries were cutting off.
This has been corrected.
11) Long descriptions entered for alternatives were overflowing the
flowcharts in some reports. In such cases, the descriptions are being
shortened by the program to fit into the flowcharts.
12) A number of other cosmetic changes were made.
Version 2007.02
changes:
1) The Income Tax on Roth IRA was being based on the entire
balance instead of on growth (earnings). This has been corrected and new
inputs have been added to the Roth IRA screen to help determine when growth is
taxed: Year Roth IRA was Established and when relevant (i.e., when
the Year Roth IRA was Established is within five years of the Current Year),
Earnings included in Roth IRA.
2) Saving and Loading Data Files problems involving Contributions to Roth IRA
and some multiple beneficiary cases have been corrected.
3) A RMD calculation based on the life expectancy of the spouse's designated
beneficiary for the special case where both the Owner and Spouse die before the
RBD and the Spouse has a designated beneficiary has been added to the program.
This is the case where the Spouse is treated as the Owner if both die young as
noted in §401(a)(9)(B)(iv)(II) and Reg. §1.401(a)(9)-3, A-5, A-6,
§1.401(a)(9)-4, A-4(b).
4) Problems when the Number of Yrs input was set to 0 or 1 have been
corrected.
5) The ability to Create Report Groups on the Print Window now saves all the
selected reports.
6) On the Tax Rates screen, it is now possible to uncheck the custom buttons
after custom rates have been entered.
7) Several other minor changes were made.
8) This patch file also updates the State Death Tax Manager to v. 1.50 if not
already installed.
Version 2007.01
changes:
1) When the input is checked for Spread Out Payment of Conversion
Tax When Possible on the Roth IRA Conversions screens, the program now spreads
out the income taxable for Roth IRA conversions in 2010 to 2011 and 2012.
2) A Data File Encryption feature has been added to the File Menu.
Previously, data files were encrypted, but it was not possible to turn off that
feature.
3) The Location of Data Files choice on the File Menu was changed from Data File
Location.
4)
Previously, the Quick Roth IRA Conversion feature incorrectly assumed there were
enough Other Assets to pay the conversion taxes when the Other Assets beginning
balance was $0 and taxes were to be paid from the Other Assets.
5) Numerous other changes including cosmetic and report changes were made.
Retirement Plan Analyzer v.
2007.03 Demo (11/19/07) Click here for program
information.
File: rpademo.exe (2090K)
State
Death Tax Manager v. 1.00 or later to v. 1.70
Patch (5/21/08)
File: sdtm170.exe (841K)
V. 1.70 Changes: 1)
Added ability to handle RI’s rule that the Taxable
Gifts aren’t included in the Federal Estate Tax Limitation, 2) Illinois recursive calculation
corrected to use 2001 to determine exemption; this affects $2M to $2.3M estates.
Note: The v. 1.70 patch only updates the illustrations run with the State
Death Tax Manager. The program calcs are not updated until new versions of
the programs (Brentmark's Estate Planning Tools, Estate Planning QuickView,
Retirement Plan Analyzer, Kugler Estate Analyzer, and PFP Notebook) are
released in the future (after 5/21/08).
V. 1.60
changes: 1) Corrects an issue with CT calcs in cases where the Adjusted Taxable
Gifts value increases the taxable amount above the taxable threshold and 2)
Allows the calculation of state death taxes in states with decoupled state death
taxes where there is no federal estate tax when it is assumed that the federal
estate tax is repealed.
V. 1.50 Changes:
With earlier versions than 1.50, you may not be able to download
the latest state death tax data file.
This affects Estate Planning Quickview 2007.00 or later and
Retirement Plan Analyzer v. 2007.00 or later.
Savings Bond Toolkit v.
2008.00 to 2008.01 Patch (2/27/08)
File: sav200801.exe (2519K) V. 2008.01 allows form 1455 to
be used on Series I Bonds.
Savings Bond
Toolkit v. 2007.10
to 2007.11 Patch (6/5/07)
File: sav200711.exe (1889K) V. 2007.11 added the most
recent Form 1851 and Form 1455.
Savings Bond
Toolkit v. 2006.10
to 2006.11 Patch (7/25/06)
File: sav200611.exe (398K) V. 2006.11 added the ability to
e-mail reports and datafiles. It also added the ability to be loaded from
within PFP Notebook v. 2006.00.
Savings Bond
Toolkit v. 2006.00 Demo (2/2/06)
File: sbtdemo.exe (2018K)
Savings Bond
Toolkit v. 2002.20
to 2002.21 Patch (12/5/02)
File: sav200221.exe (976K) V. 2002.21 made the following
changes: Allows the bond issue date to be later than the last redemption
date; Report of redeemed bonds eliminates irrelevant columns; Corrected usage of
redemption value and inventory value throughout the program.
Savings Bond Toolkit v.
2002.10 User Manual (5/3/02)
File: Savings Bond Toolkit.pdf (310K)
Stock
Options Risk Analyzer v. 2003.00 User Manual (8/1/03)
File: Stock Options Risk Analyzer.pdf (774K)
Click
here to download the latest version of Adobe Acrobat Reader
Stock
Options Risk Analyzer Sample Report (12/07/01)
File: srareport.pdf (32K)
Brentmark Software
3505 Lake Lynda Drive, Suite 119
Orlando, FL 32817-8333
1-800-879-6665 or 407-306-6160
Fax: 407-306-6107
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