Software Updates

|Software Updates
Software Updates2023-07-07T12:14:55-04:00

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)
2023.30
06/23/2023
2010CM (v.2022.20)
2023 Infl Adjustments (v.2023.00)
ACGA Max Rates (v.2023.10)
SECURE Act 2.0 (v.2023.11)
NUA Model (v.2023.20)
Final Regs 2010CM (v.2023.30)
Retirement Strategies LIVE (Web Application)
2023.00
03/19/2023
Retirement Distributions LIVE (Web Application)
2023.02
03/15/2023
Notice 2022-6 (v.2022.10)
Proposed Regs (v.2022.20)
SECURE Act 2.0 (v.2023.00)
Charitable Financial Planner (Desktop)
2023.10
07/07/2023
2023 Infl Adjustments (v.2023.00)
ACGA Max Rates (v.2023.00)
Final Regs 2010CM (v.2023.10)
Estate Planning Tools (Desktop)
2023.10
07/06/2023
2023 Infl Adjustments (v.2023.00)
SECURE Act 2.0 (v.2023.01)
Final Regs 2010CM (v.2023.10)
Savings Bond Toolkit (Desktop)
2023.10
05/19/2023
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)
Kugler Estate Analyzer™ (Desktop)
2023.00
12/21/2022
Table 2010CM (v.2022.10)
2023 Infl Adjustments (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