Software Updates

|Software Updates
Software Updates2023-03-22T17:29:16-04:00

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)
2023.11
01/19/2023
2010CM (v.2022.20)
2023 Infl Adjustments (v.2023.00)
ACGA Max Rates (v.2023.10)
SECURE Act 2.0 (v.2023.11)
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)
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)
Estate Planning Tools (Desktop)
2023.01
01/17/2023
Table 2010CM (v.2022.20)
2023 Infl Adjustments (v.2023.00)
SECURE Act 2.0 (v.2023.01)
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)
Charitable Financial Planner (Desktop)
2023.00
12/09/2022
2023 Infl Adjustments & ACGA Max Rates
Savings Bond Toolkit (Desktop)
2023.00
11/07/2022
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