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.
| Estate & Charitable Planner LIVE (Web Application) | 2/37 Deduction Limitation (v.2026.20) Charitable Deduction Floor (v.2026.20) 2026 Infl Adjustments (v.2026.00) |
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| Retirement Strategies LIVE (Web Application) | OBBBA Adjustments (v.2026.00) 2026 Infl Adjustments (v.2026.00) |
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| Retirement Distributions LIVE (Web Application) | SECURE Act 2.0 (v.2023.00) | |||
| Savings Bond Toolkit (Desktop) | Redemption Table | |||
| Retirement Distributions Planner (Desktop) | Notice 2022-6 (v.2022.10) Proposed Regs (v.2022.20) SECURE Act 2.0 (v.2023.00) |
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| Retirement Plan Analyzer (Desktop) | OBBBA (v.2026.00) 2026 Infl Adjustments (v.2026.00) |
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| Kugler Estate Analyzer™ (Desktop) | OBBBA Adjustments (v.2025.10) 2026 Infl Adjustments (v.2026.00) |
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| Charitable Financial Planner (Desktop) | 2026 Infl Adjustments (v.2026.00) OBBBA (v.2025.10) |
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| Estate Planning Tools (Desktop) | 2026 Infl Adjustments (v.2026.00) OBBBA (v.2025.10) |
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| PFP Notebook™ (Desktop) | 2025 Inflation Adjustments |