Products
  • Estate & Charitable Planner LIVE is the industry leader in Estate and Charitable Giving planning and calculation software. These two powerhouse products (EPT) Estate Planning Tools and (CFP) Charitable Financial Planner are now combined in one user-friendly product offering. 

    Brentmark LIVE products are delivered entirely online. That means no more updates to chase or download and no more complicated compliance issues every time a new release or update comes out. Every time you log in, you are using the most up-to-date features and version releases.

    This new product has an introductory price of $495 for a single initial license that includes twelve months of coverage. Future annual renewal coverage is only $295 for a single license.  

    For multiple licenses or enterprise licensing, please call 803-781-9595.

    130+ Unique Calculation Models incorporating ALL Models of (EPT) Estate Planning Tools (Desktop) AND (CFP) Charitable Financial Planner (Desktop) Including:

    • Complex Charitable Gift Annuity

    • CRUT as IRA Beneficiary 

    • Rolling GRAT

    • RMD of Owner During Lifetime 


    NEW: Social Security Section: 

    • Optimizer 

    • Spousal Benefits of Qualified Worker

    • Family Survivor Benefits

    • AIME

    • Earnings Test 


    NEW: FASTPlan: Married Couple Strategy Dispositions:

    • All To Spouse

    • None To Spouse

    • Basic Planning

    Basic Planning Features: 

        • Beneficiary Designations

        • Multiple Trusts

        • Charitable Bequests

        • Annual Exclusion Gifting

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    ** VERSION 2021 NOW AVAILABLE!  **

    ** §1.401(a)(9) TABLE UPDATED FOR 2022+   |   ** SECURE ACT UPDATES INCLUDED!  **

    **  THIS PROGRAM IS DELIVERED ONLINE!  **
    **  NO DOWNLOAD OR UPDATES NEEDED!  **

     

    Retirement Distributions LIVE available for the special introductory price of $199 for a single, individual, initial license.  After the first 6 months, it is billed annually at a reduced price of $149.

    No more updates to chase!  All updates to the programs or new regulations, laws, or policy changes are automatically updated to the server.  You are always using the most current update!  This program is delivered online via the web.  All updates are automatically made to the server.  You will always be using the most recent published version.

    The program generates high-quality reports and full color 3D graphs that analyze and compare the different models.

    Retirement Distributions LIVE has been updated to reflect changes made to the §1.401(a)(9) table released 11/2020. The program also was updated for the SECURE Act of 2019.  This program calculates required minimum distributions under the SECURE Act of 2019 and 2002 final regulations (as well as the 2001 proposed regs and the pre-2001 rules) from qualified plans, IRAs, and Roth IRAs.

    The Retirement Distributions LIVE is also now available for single user/enterprise formats.

     

  • Estate Planning Tools is the nation’s most extensive state planning software for estate planning attorneys, bankers, financial planners and advisors. With over 115+ dynamic planning models in 16 different areas, Estate Planning Tools contains all the calculations necessary for you to advise your clients on how to fulfill their goals and determine which options will work best for the future of their clients with the utmost of confidence. Through our detailed, yet versatile cutting-edge calculators, Estate Planning Tools offers flexible solutions to any firm, regardless of size.

  • (CFP) Charitable Financial Planner 2021.00 (Desktop) is now available.   Contact us for further details.

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    (CFP) Charitable Financial Planner (Desktop) is an advanced tool to aid in complex planned giving calculations. It includes illustrations of capital gains tax savings and income tax deductions.

    This program generates high-quality reports and full color 3D graphs that provide a comparison of different models.

  • ** VERSION 2021.00 NOW AVAILABLE FOR DOWNLOAD! **

    ** CHANGES TO §1.401(a)(9) TABLES EFFECTIVE 1/1/2022 INCLUDED! **

    ** SECURE ACT AND CARES ACT UPDATES INCLUDED! **

    Download now!

    Retirement Plan Analyzer is priced at $595 for a single initial license, including twelve months of coverage (updates sent as released based on tax law changes). Future annual renewal coverage is $185 for a single license.

    A current desktop version of Windows is required.

    We guarantee your satisfaction with a 30-day money back guarantee.

    For multiple licenses or enterprise licensing, please call 803-781-9595.

     

  • The Kugler Estate Analyzer is a comprehensive estate planning program using a building block approach. Estate planning techniques may be stacked on top of each other to show the incremental effect of each technique.

    • Pertinent Information recaps the relevant information about the client’s assets.
    • Goals & Objectives explain why each technique is being considered.
    • Proposed Arrangement describes how to implement each technique being illustrated.
    • Results and Benefits illustrate the benefits of implementing the planner’s recommendations.
    • Flowcharts are used to demonstrate the impact of the technique on the client’s overall financial picture. Since the planning techniques are integrated, the flowcharts reflect the combined effect of the techniques.  You can easily demonstrate to the client the benefits of each planning technique.
    • Summary of Planning Results clearly and concisely illustrate the benefits of utilizing the estate plan.
  • ** VERSION 2021 NOW AVAILABLE FOR DOWNLOAD!  **

    Brentmark's Retirement Distribution Planner (RDP) (Desktop) is a detailed and robust program that calculates the required minimum distributions for several qualified plan types, such as IRA, Roth IRA, 401(k), Roth 401(k), with some key features:

     

    • Contribution streams for the plan type selected, along with the ability to choose the maximum allowed in the current year.
    • Distribution streams that can be used to pay for expenses incurred from the plan. In the years an RMD would be calculated, the program determines if the distribution entered satisfies the required amount.
    • Less than 5% Owner of a company allows the plan owner to defer RMDs until after they retire.
    • Pre-59.5 Distribution calculations also include the option to use the Amortization, Annuitization, or Minimum Distribution methods.
    • Ability to illustrate inherited plans, including spousal rollover and non-spousal beneficiaries.
    • Ability to select between the beginning or end of the year for distributions.
    • Updated for SECURE Act of 2019
    • Updated for CARES Act of 2020
    • Updated for changes to §1.401(a)(9) that go in effect 1/1/2022

    The Retirement Distributions Planner is now available in both a desktop application or our new LIVE online single user/enterprise formats.  Both versions have been updated to reflect changes made by the SECURE ACT.

     
  • Allows you to easily organize and manage a client’s savings bond portfolio.

     

  • $595.00

    PFP Notebook™ takes a real-world approach to profitable personal financial planning. It uses a step-by-step modular notebook approach which incorporates the philosophy of Jim Wilson, a pioneer in the field of personal financial planning. He developed PFP Notebook in order to make the process more efficient and user-friendly. PFP Notebook is practice-oriented. It not only handles the calculations, but handles the otherwise time-consuming paperwork.

    Version 2021.00 (Released 11/12/2020)

    • Updated for 2021 Income Tax Adjustments
    • Updated for 2021 Estate Tax Adjustments
    • New program Icon used for shortcuts
    • Modifications to the installation file