Charitable Financial Planner LIVE
  • Charitable Financial Planner LIVE (Web App)
    $395.00

    THREE NEW SECURE ACT STRATEGIES! **

    ** VERSION 2020 NOW AVAILABLE! **

    ** SECURE ACT UPDATES INCLUDED! **

    ** ONLINE! NO DOWNLOAD NEEDED! **

     

    This program is delivered online via the web.  There are no updates to chase.  All updates are automatically made to the server.  You will always be using the most recent published version.

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

    All of the models from the desktop version are available, as well as 3 SECURE Act strategies!

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

     

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    Category: Estate Planning

Product Comparison

Product Comparison

Screen Shots

Main Menu   GRAT   CRUT   CRAT Named as IRA Beneficiary   CRUT Named as IRA Beneficiary   Retirement Accounts Buy Insurance   Charitable Gift Annuity   CRAT   Interrelated Estate Tax

Description

** VERSION 2020 NOW AVAILABLE! **

** THREE NEW SECURE ACT STRATEGIES! **

** SECURE ACT UPDATES INCLUDED! **

** ONLINE! NO DOWNLOAD NEEDED! **

Charitable Financial Planner LIVE  is available for the special introductory price of $395.   After 6 months, it is billed on an annual subscription basis of $239.  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!

A connection to the Internet is required.

 

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

Models

Grantor Retained Annuity Trust (GRAT)

Grantor Retained Unitrust (GRUT)

Charitable Gift Annuity 

Charitable Remainder Annuity Trust (CRAT)

Charitable Remainder Unitrust (CRUT) - includes different types like, NICRUT, NIMCRUT, FlipCRUT, and Normal

Charitable Lead Annuity Trust

Charitable Lead Unitrust

Interrelated Estate Tax (includes State specific calculations)

Qualified Personal Residence Trust (QPRT)

Pooled Income Fund

Charitable Remainder in Residence/Farm

CRAT Named as IRA Beneficiary (SECURE Act strategy)

CRUT Named as IRA Beneficiary (SECURE Act strategy)

Roth Conversion with Insurance (SECURE Act strategy)

 

Sample Reports

Charitable Gift Annuity 

CRAT as IRA Beneficiary

CRUT as IRA Beneficiary

Retirement Accounts Buy Insurance - Scenario A: 57 Year old, Penalty Applied

Retirement Accounts Buy Insurance - Scenario B: 60 Year old avoids 10% Penalty

Charitable Remainder in Residence/Farm

Normal CRUT

Interrelated Estate Tax

Grantor Retained Annuity Trust (GRAT)

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