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.
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.
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.)
How do I know what version of any Brentmark, Inc. product is the most recent? Go to the Brentmark website at www.Brentmark.com. Select "Products" from [...]
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. [...]
The following video tutorial will walk you through accessing and navigating the basics of Estate & Charitable Planner LIVE (web application). This video includes how [...]
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 [...]
What programs incorporate The SECURE Act: Retirement Plan Analyzer Retirement Distributions Planner Retirement Distributions LIVE Charitable Financial Planner LIVE Estate & Charitable Planner LIVE
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 [...]