Estate & Charitable Planner LIVE – 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).

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%.

26 08, 2020

Navigating Estate & Charitable Planner LIVE (ECPL)

By Kathleen Reynolds|2021-01-04T11:19:31-05:00August 26th, 2020|Comments Off on Navigating Estate & Charitable Planner LIVE (ECPL)

The following video tutorial will walk you through accessing and navigating the basics of Estate & Charitable Planner LIVE (web application). This video includes how [...]

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

14 08, 2020

SECURE Act Updates – January 2020

By Kathleen Reynolds|2021-03-10T16:20:20-05:00August 14th, 2020|Comments Off on SECURE Act Updates – January 2020

What were the 2020 SECURE Act updates? Download this information file. Program Updates: Updates to our desktop programs became available in January 2020. LIVE products [...]