Products
  • Two of our most popular programs have merged to create the new Estate and Charitable Planner LIVE.  This new web application has all 110+ models from our popular Estate Planning Tools desktop program combined with the entire catalog of models from Charitable Financial Planner.  In addition, three SECURE Act strategies have been added under the Retirement category! This product now contains 120+ models!  Even more exciting, this new product has an introductory price of $495 for a single initial license that includes six months of maintenance coverage. Future annual renewal coverage is only $295 for a single license.  

    Requirements:  It is recommendeded to have the latest version of your modern browser installed.  You will need to have your browser settings adjusted to allow popups and cookies.  When purchased, instructions to modify your browser settings (if needed) can be found on your dashboard next to where you launch the application.

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

    Highlights

    • Run the entire catalog of models in any operating system (Mac or Windows).
    • Most popular modern browsers are supported (Firefox, Edge, Chrome, Safari).
    • Application also runs on most mobile devices (iOS, Android).
    • Gift Annuity model has been updated to reflect new effective rates for 7/1/2020.
    • Never worry if you are running the current version! Seamless online updates.

     

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    ** VERSION 2020 NOW AVAILABLE!  **

    ** SECURE ACT UPDATES INCLUDED!  **

    ** ONLINE! NO DOWNLOAD NEEDED!  **

     

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

    No more updates to chase!  All updates to the programs or new regulations, law, 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 by the SECURE Act of 2019.  This program calculates required minimum distributions under the SECURE Act of 2019, as well as 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 110 dynamic planning models in 15 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.

  • 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 explains 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.
  • Charitable Financial Planner LIVE 2020.20 IS NOW AVAILABLE!

    Charitable Financial Planner 2020.20 (Desktop) is available.  These are separate programs. Contact us for further details.

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    The Charitable Financial Planner is another tool to aid in complex planned giving calculations. It includes illustrations of capital gains tax savings and income tax deductions.

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

  • ** VERSION 2020.11 NOW AVAILABLE FOR DOWNLOAD! **

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

    Download now!

    Retirement Plan Analyzer is priced at $595 for a single initial license, including six 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.

     

  •  

    ** VERSION 2020 NOW AVAILABLE FOR DOWNLOAD!  SECURE ACT UPDATES INCLUDED! **

    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.

     

    This program calculates required minimum distributions under the SECURE ACT, as well as 2002 final regulations (as well as the 2001 proposed regs and the pre-2001 rules) from qualified plans, IRAs and Roth IRAs

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

    Version 2021.00 (Released 11/9/2020)

    • Redemption table updated for 12/2020 to 05/2021.
    • Forms 1851 and 1455 have been updated to reflect 2020 form releases.
  • $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
  • **DOWNLOAD PDF NOW!**

    Denise Appleby, CISP, CRC, CRPS, CRSP, APA

    ** Updated with the Secure Act **

    -Charts and tables that summarize the IRA rules in an easy to understand and user-friendly manner.
    -Frequently asked questions and clearly written responses
    -Rollover and transfer rules for retirement accounts
    -IRA Beneficiary distribution options

    ** PLEASE NOTE: This file will be delivered to you as a link to download the  .pdf file.  There is no physical book to be delivered.**

  • A Professional’s Guide to the IRA Distribution Rules Under

    The SECURE Act
    (Includes IRS Compliance Issue)

    ** PDF DOWNLOAD NOW AVAILABLE **

    $69.95

     

    Description of Manual

    Many taxpayers have accumulated a considerable amount of assets in their retirement accounts. These assets may be in their 401(k), another type of qualified plan, a 403(b) arrangement, a 457 governmental plan, a traditional IRA and a Roth IRA.

    Estate and income tax planning are more important than ever, especially under the Secure Act, when advising a client that has substantial retirement type assets. The manual covers many of the rules that you need to know under the Secure Act for the client that has retirement assets. IRS Compliance is now a major issue in retirement distribution planning for IRA owners and IRA beneficiaries.