Software Updates

|Software Updates
Software Updates2024-02-20T09:52:22-05:00

Software Update History


Note: Web Applications and Desktop applications are 2 different products.  For Desktop Applications, Log in to the Client Portal and click  ‘Download’ on your dashboard.  For Web Applications, Log in to the Client Portal, and click ‘Launch’ on your dashboard.

Current Version
Release Date
Update Notes
Estate & Charitable Planner LIVE (Web Application)
2024.11
02/12/2024
ACGA Max Rates (v.2024.10)
Final Regs 2010CM (v.2023.30)
2024 Infl Adjustments (v.2024.00)
Retirement Strategies LIVE (Web Application)
2024.00
01/17/2024
2024 Infl Adjustments (v.2024.00)
Retirement Distributions LIVE (Web Application)
2024.00
01/18/2024
Notice 2022-6 (v.2022.10)
Proposed Regs (v.2022.20)
SECURE Act 2.0 (v.2023.00)
Kugler Estate Analyzer™ (Desktop)
2024.00
02/20/2024
Table 2010CM (v.2022.10)
2024 Infl Adjustments (v.2024.00)
Estate Planning Tools (Desktop)
2024.00
01/05/2024
2024 Infl Adjustments (v.2024.00)
Final Regs 2010CM (v.2023.10)
Charitable Financial Planner (Desktop)
2024.00
01/02/2024
2024 Infl Adjustments (v.2024.00)
ACGA Max Rates (v.2024.00)
Final Regs 2010CM (v.2023.10)
Savings Bond Toolkit (Desktop)
2024.00
11/20/2023
Redemption Table
Retirement Plan Analyzer (Desktop)
2023.00
01/26/2023
Notice 2022-6 (v.2022.10)
Proposed Regs (v. 2022.20)
SECURE Act 2.0 (v.2023.00)
Retirement Distributions Planner (Desktop)
2023.00
01/09/2023
Notice 2022-6 (v.2022.10)
Proposed Regs (v.2022.20)
SECURE Act 2.0 (v.2023.00)
PFP Notebook™ (Desktop)
2023.00
05/19/2023
2023 Inflation Adjustments

If your version number is different than what is listed above, e-mail: support@brentmark.com