Tax Planning

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

Fed tax analysis - Actual year by year federal and state income tax analysis including AMT.

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, Capital gains adjustments.

Tax law changes- Support includes updates to all applicable tax law changes as well as the option to sunset any of the 2001/2003 tax act.

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