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19 01, 2021

Manually Updating Your AFR Rates

By |2021-01-20T12:53:37-05:00January 19th, 2021|Comments Off on Manually Updating Your AFR Rates

Can I update the AFR rates manually? Yes, you can manually update and download the AFR Rate Tables by doing the following: Select and open the “Edit” menu inside the program. Select the “AFR Rates” menu item. Select “Download AFR Data Package” from the available option.

19 01, 2021

AFR Rate Not Updating Automatically

By |2021-01-20T12:52:20-05:00January 19th, 2021|Comments Off on AFR Rate Not Updating Automatically

When I run the program, the AFR Rates are not automatically updating.  Can I update this manually? Yes, when this occurs you can manually update and download the AFR Rate Tables by doing the following: Select and open the "Edit" menu inside the program. Select the "AFR Rates" menu item.  Select "Download AFR Data Package" from the available option.

19 01, 2021

Tip #101 – How do I request support from Brentmark?

By |2021-01-19T17:06:38-05:00January 19th, 2021|Comments Off on Tip #101 – How do I request support from Brentmark?

TIP #101 -  All inquires for support go through Ask The Experts: www.brentmark.com/ask-the-experts Examples of Requests and Suggestions: General Inquiry (vendor or product evaluation, products, calculations, features, models, legislation, reporting tools, etc.) Press Inquiry (general news, staff or expert position press release, product or version update press release, event or publication release, etc.) Sales Inquiry (products, pricing, models, features, calculations, customization, etc.) Technical Support (account use and access, implementing new updates and releases for current clients and customers, reporting a bug, etc.) Billing Support (billing, license subscription, license renewals, etc.) Product Suggestions (new products, features, models, calculations, etc.)

14 08, 2020

Product Comparison Guide (EPT, CFP & ECP LIVE)

By |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 |2021-01-07T12:01:50-05:00August 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 Charitable Financial Planner LIVE Estate & Charitable Planner LIVE

14 08, 2020

SECURE Act Updates – January 2020

By |2021-01-07T12:02:12-05:00August 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 January 2020. LIVE products are [...]