Estate & Charitable Planner LIVE is the industry leader in Estate and Charitable 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 $300 for a single license.
For multiple licenses or enterprise licensing, please call 803-781-9595.
135+ 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
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.
135+ 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
Highlights:
Run the entire catalog of models in any operating system (Mac or Windows).
Most popular modern browsers are supported (Firefox, Edge, Chrome, Safari).
The application also runs on most mobile devices (iOS, Android).
Never worry if you are running the current version! Seamless online updates.
Updated for 2023 Income and Estate Adjustments (review Version History)
(ECPL) Estate & Charitable Planner LIVE now includes the powerful features of two of our most popular programs.
(EPT) Estate Planning Tools (Desktop) Key Features:
(EPT) Estate Planning Tools features over 115+ dynamic planning models in 16 different areas of advanced calculation. (EPT) Estate Planning Tools contains all the necessary calculations to advise your clients on fulfilling their financial and estate planning goals. The detailed and precise graphs and reporting tools are essential tools to help you to determine which options will work best for your client's future with the utmost confidence. Through Brentmark's uniquely robust calculators, (EPT) Estate Planning Tools offers flexible solutions to any practitioner or firm, regardless of size or complexity.
115+ Calculation Models
16 Areas of Calculation
Specific Calculation Models:
Retirement
Estate Tax
Federal & State Death Tax
Insurance and Investment
Real Estate
Financial Goals and Budgeting
Trusts
Net Worth and Valuation
Private Annuities
CRUT, CLUT, CRAT, CLAT
GRAT, GRUT, QPRT, IDIT
Interrelated Estate Tax
Additionally, three models in (ECPL) Estate & Charitable Planner LIVE are not found in (EPT) Estate Planning Tools:
Pooled Income Fund
Charitable Remainder in Farm/Residence
Charitable Gift Annuity - The Charitable Gift Annuity is so robust; it could be a program in and of itself.
(EPT) Estate Planning Tools (Desktop) has historical rates based on effective dates back to the 1990s. However, (ECPL) Estate & Charitable Planner LIVE currently has historical rates dated back to February 2009.
(CFP) Charitable Financial Planner (Desktop) Key Features:
(CFP) Charitable Financial Planner 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. (CFP) Charitable Financial Planner contains several models found in (EPT) Estate Planning Tools but expands on several of them, including:
Income Tax reports
Capital Gains Tax
Tax Savings
SECURE Act Strategies:
The SECURE Act strategies that are in the application help advisors with alternatives to the Stretch IRA. With the SECURE Act, Stretch IRAs are only allowed for Exempt beneficiaries. These strategies implore ideas on how to structure IRAs to show the most net benefit.
All of this is in one application that you can use anywhere!
White Label the PDF Reports
Hosting Options
Send a request to support@brentmark.com for more information.
Valuation |
Capitalization of Income Valuation Through Comparable Stock Book Value Method Goodwill Valuation Key Employee Valuation Special Use Valuation Financial Planning Ratios |
Tools of Estate Planning |
Inclusion of CRAT, CRUT, GRAT or GRUT Self-Canceling Installment Note Private Annuity Annuity, Life Estate and Remainder Factors Simplified GSTT Worksheet Total Cost of GST Transfer Qualified Tuition Programs Gift Loans |
Trusts |
GRIT and Qualified Personal Residence Trust (QPRT) Rolling GRAT Grantor Retained Unitrust (GRUT) Contingent Reversion QDOT |
Charitable |
Charitable Remainder Annuity Trust (CRAT) Charitable Remainder Unitrust (CRUT) Charitable Lead Annuity Trust (CLAT) Charitable Lead Unitrust (CLUT) Charitable Gift Annuity Pooled Income Fund Charitable Remainder in Residence/Farm Naming Charity Beneficiary of Group Term Ins. Interrelated Estate Tax |
Estate Planning Techniques
|
Estate Tax Advantage of Gift Tax Exclusion Section 6166 Installment Payment of Estate Tax Business Owner’s Section 2057 Estate Tax Deduction Substantially Disproportionate Redemptions Section 303 Stock Redemptions Installment Sale Group Term Life Cost Advantage of Income Shifting |
Taxes
|
Gift and Estate Tax Computation |
Retirement |
Lump Sum Distributions RMD |
Present and Future Value |
Present Value of an Annuity Present Value of a Lump Sum Deferred Compensation Future Value of an Annuity Future Value of a Lump Sum Deposit Growth Life Expectancy Chance of Survival |
§199A Deduction
|
§199A Deduction for an SSTB or non-SSTB §199A Deduction when Several Passthrough Entities are Owned §199A Deduction for Estate and Non-Grantor Trust Allocations Impact of Retirement Plan Contribution on §199A Deduction C Corporation vs. S Corporation W-2 Employee vs. Independent Contractor Analysis §199A(g) Deduction for Specified Agriculture or Horticulture |
Social Security |
Optimizer Spouse of Qualified Worker Family Survivor Benefits Maximum Family Benefits AIME Earnings Test Taxable Portion Present Value of Survivor Benefits |
Investment |
Common Stock Calculator Comprehensive Bond Calculator Annual Rate of Return Investment and Cash Flow Analyzer Holding Period Return Calculator Present Value of Investment Internal Rate of Return |
Inflation |
Erosion of Purchasing Power Fundlife Calculator Inflation-Adjusted Income and Asset Analysis Income Due to an Investment Fund College Cost Estimator Lump Sum Needed for Increasing Annuity Contributions Required to Reach a Goal |
Real Estate |
After-Tax Return on an Investment Amortization Schedule Break-Even Period Refinancing Mortgage Comparison Schedule Double Payments on Retirement of a Mortgage Break-Even Interest Rate Comparison Mortgage Payment Calculator Loan Payment |
Insurance |
Rate of Return on Life Insurance Net Cost of Life Insurance Net Clear Death Benefit Insurance Needs Analysis Total Cost of Group Term Life Insurance Business Buyout Analyzer Need for Business Interruption Insurance Death Benefit Rate of Return |
Net Worth |
Net Worth Analysis and Projector Security Portfolio Analyzer Taxable Social Security Benefits Under OBRA ‘93 Periodic Withdrawals from an Investment How Compounding Builds Net Worth Future Value of Increasing Payments |
Financial Goals |
Summary of Financial Objectives Accumulation Planning Worksheets Educational Funding Analysis Retirement Analysis Social Security Benefits Present Value of Future Retirement Benefits Federal Estate Tax Discount Income-Related Medicare Premium Adjustment |
Budgeting |
Income and Expenses Report Monthly Cash Flow Report Dividend and Interest Income Report Term of Loan Calculator After-Tax Return and Cost Calculator Cost of an Outlay Extra Loan Payment Analyzer |
Requirements:
Brentmark highly recommends having the latest version of your modern browser installed. You will need to have your browser settings adjusted to allow popups and cookies. You will receive instructions on modifying your browser settings via email once your license(s) are purchased. Setting instructions can also be found in your Portal Dashboard (next to where you launch the application).
2024.13 (03/22/2024)
2024.12 (03/16/2024)
2024.11 (02/12/2024)
2024.10 (01/6/2024)
2024.00 (12/18/2023)
2023.30 (06/23/2023)
2023.20 (06/09/2023)
2023.11 (01/19/2023)
2023.10 (12/10/2022)
2023.00 (10/31/2022)
2022.31 (08/06/2022)
2022.30 (05/26/2022)
2022.20 (05/12/2022)
2022.10 (02/08/2022)
2022.01 (01/08/2022)
2022.00 (12/19/2021)
2021.21 (7/1/2021)
2021.20 (6/5/2021)
2021.12 (4/15/2021)
2021.11 (2/28/2021)
2021.10 (2/6/2021)
2021.01 (1/1/2021)
2021.00 (11/15/2020)
Version Information
2020.10