Desktop Applications – Brentmark, Inc.

13 06, 2022

Why is the AFR showing as 5%? – Pre 59 1/2 Distributions (SEPP Calculations)

By Kathleen Reynolds|2022-06-13T12:07:39-04:00June 13th, 2022|0 Comments

Why is the AFR Showing As 5%? - Pre 59 1/2 Distributions (SEPP Calculations) Impacts Products: (ECPL) Estate & Charitable Planner LIVE (EPT) Estate Planning Tools (Desktop) (RDP) Retirement Distributions Planner (Desktop) (RPA) Retirement Plan Analyzer (Desktop) The IRS Released Notice 2022-6 on January 18, 2022, regarding SEPP calculations. You can find this Notice under the 'Help' menu on the main part of the program (the button on the Pre-59 screen may not direct you to that Notice).

6 06, 2022

How Do I Find The Version Number For My Product?

By Kathleen Reynolds|2022-06-06T14:23:35-04:00June 6th, 2022|0 Comments

Look in the top left corner to find the version number for ANY Brentmark product.

17 02, 2022

Estate Planning Tools (EPT) Introduction Demo

By Kathleen Reynolds|2022-02-17T15:46:10-05:00February 17th, 2022|0 Comments

The following video tutorial will walk you through accessing and navigating the basics of (EPT) Estate Planning Tools (Desktop).

29 11, 2021

SAV – How Often Is The Program Updated?

By Kathleen Reynolds|2021-11-29T11:13:23-05:00November 29th, 2021|0 Comments

How Often Is The Program Updated? The US government updates the redemption tables every 6 months, updates are November & May of each year.

10 03, 2021

TIP #108 – How To Run Reports In (RDP) Retirement Distributions Planner Listing Clients Nearing Age 72.

By Kathleen Reynolds|2021-03-10T22:21:24-05:00March 10th, 2021|0 Comments

TIP #108 - How do I run a report in (RDP) Retirement Distributions Planner (Desktop) listing all clients approaching age 72? This unique Brentmark tool [...]

10 03, 2021

Running A Report For All Clients Nearing Age 72 in (RDP) Retirement Distributions Planner

By Kathleen Reynolds|2021-03-10T22:01:51-05:00March 10th, 2021|0 Comments

How do I run a report in (RDP) Retirement Distributions Planner (Desktop) listing all clients approaching age 72? This unique Brentmark tool will search within the folder used for data files, scanning each file, and report for a plan owner reaching 71 or 72 in the current year.

4 03, 2021

Entering Values In The CRAT Payout Field

By Kathleen Reynolds|2021-03-10T21:53:46-05:00March 4th, 2021|Comments Off on Entering Values In The CRAT Payout Field

The data entered in the "CRAT Payout" field has to meet the following criteria: The amount entered has to be at least 5% of the FMV of Trust. Any value entered lower than that will be forced to 5%. The maximum value allowed for this input is 50%. The program will force anything above this amount down to 50%.

18 12, 2020

Finding What Version of Estate Planning Tools (EPT) (Desktop) You Are Running.

By Kathleen Reynolds|2020-12-18T14:34:49-05:00December 18th, 2020|0 Comments

How do I know what version of Estate Planning Tools (EPT) (Desktop) I am currently using? Look at the top left corner of your screen. [...]

14 08, 2020

Product Comparison Guide (EPT, CFP & ECP LIVE)

By Kathleen Reynolds|2021-01-07T12:01:07-05:00August 14th, 2020|Comments Off on Product Comparison Guide (EPT, CFP & ECP LIVE)

2020-2021 Product Comparison Guide: Estate Planning Tools (EPT) (Desktop) Charitable Financial Planner (CFP) (Desktop) Estate & Charitable Planner LIVE (ECPLive) (Web Application) DOWNLOAD THIS COMPARISON [...]

14 08, 2020

Programs Affected by The SECURE Act

By Kathleen Reynolds|2021-03-10T16:23:06-05:00August 14th, 2020|Comments Off on Programs Affected by The SECURE Act

What programs incorporate The SECURE Act: Retirement Plan Analyzer Retirement Distributions Planner Retirement Distributions LIVE Estate & Charitable Planner LIVE