Software Updates

|Software Updates
Software Updates2022-08-08T14:47:07-04:00

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)
2022.31
08/06/2022
2010CM (v. 2022.20 – 5/12/2022)
ACGA Max Rates (v. 2022.30 – 5/26/2022)
Retirement Distributions LIVE (Web Application)
2022.20
05/27/2022
Notice 2022-6 (v. 2022.10 – 2/12/2022)
Proposed Regulations (v. 2022.20 – 5/27/2022)
Retirement Plan Analyzer (Desktop)
2022.20
07/12/2022
Notice 2022-6 (v. 2022.10 – 3/7/2022)
Proposed Regulations (v. 2022.20 – 7/12/2022)
Retirement Distributions Planner (Desktop)
2022.21
06/22/2022
Notice 2022-6 (v. 2022.10 – 2/16/2022)
Proposed Regulations (v. 2022.20 – 6/21/2022)
Kugler Estate Analyzer ™ (Desktop)
2022.10
05/28/2022
Mortality Table 2010CM
Charitable Financial Planner (Desktop)
2022.10
05/26/2022
2010CM & ACGA Max Rates
Estate Planning Tools (Desktop)
2022.20
05/18/2022
Mortality Table 2010CM
Savings Bond Toolkit (Desktop)
2022.10
05/10/2022
Redemption Table
PFP Notebook™ (Desktop)
2022.00
02/28/2022
2022 Inflation Adjustments

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