Estate Planning Tools

|||Estate Planning Tools

Estate Planning Tools


Estate Planning Tools is the nation’s most extensive state planning software for estate planning attorneys, bankers, financial planners and advisors. With over 100 dynamic planning models in 15 different areas, Estate Planning Tools contains all the calculations necessary for you to advise your clients on how to fulfill their goals and determine which options will work best for the future of their clients with the utmost of confidence. Through our detailed, yet versatile cutting-edge calculators, Estate Planning Tools offers flexible solutions to any firm, regardless of size.


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Estate Planning Tools is priced at $595 for a single initial license, including six months of coverage (updates sent as released based on tax law changes). Future annual renewal coverage is $179 for a single license.

A current desktop version of Windows is required.

We guarantee your satisfaction with a 30-day money back guarantee.

For multiple licenses or enterprise licensing, please call 803-781-9595.


What’s New in Version 2019.00:

  • 2019 income & estate tax adjustments.
  • Help Files – the help has been converted to an online service.
  • The State Death Tax Manager has been updated to include changes for CT, DC, HI, ME, RI, NY and VT.
  • IRMAA module updated for 2019 Medicare tables.
  • Receipts module has been updated to allow for monthly payments. (Present/Future Value column)
  • GRAT module optimization has been modified. It now allows you to select to always perform an optimization as inputs change. Previous version, you needed to click on the Optimize button every time you changed an input to recalculate the optimized results.
  • Benefit module has an additional mortality table option (Sec 1.401(a)(9))
  • AFR Manager – the program now uses an online resource to display AFRs.
  • Free Savings Bond Toolkit – click on the button on top left of program, use coupon SAV100
  • §199A deduction column.

NEW §199A

New modules detailing different aspects of the §199A deduction:

Three New Illustrations! First-of-their-kind visual, interactive, animated tools

  • Sweet Spot. For an S Corporation, visually determine the optimal balance of Qualified Business Income vs. W-2 Wages paid to a shareholder in order to maximize the §199A deduction.
  • Phaseout. Reduce your learning curve from 30-40 hours to 2-3 hours by playing with this visual tool. Understand quickly how these calculations (with many moving parts) behave in the complicated worlds of Zone 2 (“Twilight Zone”) and Zone 3 (“No Zone”).
  • SuperCharged Deduction. Learn visually how a taxpayer who contributes $100K, for example, to a qualified retirement plan or to charity can “supercharge” this contribution into a $163K deduction.

54 Examples!

Click on any of the 54 examples included in the Keebler/Melcher “Qualified Business Income Deduction” handbook. This will populate Estate Planning Tools with the numbers from those examples, and allow you to run instantaneous what-if variations. Seventeen of these examples are also contained in the Final Regulations for Section §199A released by the IRS on 1/20/2019.

Seven New Calculations!

Increases the calculation count from 106 to 113.

  • General. This screen calculates the §199A Deduction for Specified Services Trades and Businesses (“SSTB”) and non-Specified Services Trades and Businesses (“non-SSTB”).
  • >1 Entity. This screen calculates the §199A Deduction for taxpayers who own an interest in one or more Relevant Pass through
  • Entities. It allows you to aggregate RPEs that are eligible for aggregation, run the calculations on the non-aggregated RPEs separately, then view the combined result for all RPEs. You can run “what-if” scenarios with various combinations of aggregation and non-aggregation to get the best possible tax result.
  • Estate/Trust. This screen handles the calculations for Estates and Non-Grantor Trusts, which can serve in two roles: (a) owner of an interest in one or more RPEs (“Taxpayer”), and (b) “Relevant Pass through Entity” itself that distributes income to one or more beneficiaries, all of whom serve in a “Taxpayer” role based on their “ownership” interest in the Estate or Non-Grantor Trust.
  • Super Charged Deduction. This screen calculates the extra §199A Deduction that may be gained by Zone 2 and Zone 3 taxpayers who make contributions to a qualified retirement plan (or to charity).
  • C Corporation vs. S Corporation. This screen shows how S Corporation shareholders may be eligible for a §199A deduction if they meet the applicable tests and compares that to the tax burden of owning shares in a C Corporation.
  • W-2 Wage Employee vs. 1099 Independent Contractor. This screen calculates the tax for a taxpayer serving a business in one of two capacities: (1) W-2 Wage Employee vs. (2) 1099 Independent Contractor (“IC”). The resulting tax is a combination of federal and (self-) employment taxes (state taxes are ignored).
  • Farms. This screen calculates the §199A Deduction for farmer-patrons of a specified agricultural or horticultural “cooperative”. The calculation involves a series of adjustments that may result in a §199A Deduction that is effectively either greater than or less than the flat 20% available to farmer-patrons of a “non-cooperative” marketing firm.


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