ExecPlan Express financial planning software is designed as a fully integrated financial planning software tool that is powerful enough to also evaluate complex income tax planning strategies. These strategies can be fully integrated to an individual’s retirement planning objectives or specifically target for a single year tax analysis. Some of the advanced planning features found in ExecPlan Express financial planning software include:

Fed tax analysis - Actual year by year federal and state income tax analysis including AMT, projected future income tax large changes and detailed supporting schedules that outline each specific calculation

Qualified Plan Analysis - Up to date limits for qualified plan contributions, distributions and rollovers.

Specific Tax Calculations - Charitable limitation rules, loss limitation rules, investment interest limitation rules, depreciation schedules, tracking basis for capital gains.

Tax law changes- Support includes updates to any and all applicable tax law changes in future years.