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Monthly summary of key financial figures including AFMR (section 7520) rate. A "must have" for charitable lead and remainder trusts, GRITs, GRATs, and private annuity calcs.

Leimberg Information Services, Inc.

Steve's incredible e-mail news and commentary service and database. Leading estate, financial, employee benefit, charitable, and asset protection planning experts point out traps and planning opportunities in recent cases, rulings, and legislation. Go to for free trial. $30.00 monthly

Charitable Financial Planner 2019.00 Now Available
Even if you are a computer novice, you’ll be up and running Charitable Financial Planner in less than five minutes.
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Retirement Plan Analyzer 2019.01
This is the ideal tool for the pension professional. It is designed to evaluate pension and profit-sharing distribution strategies..
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NumberCruncher 2019.00
The essential "instant answers" solution for estate, business, and financial planners.
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QuickView 2019.00
Estate Planning QuickView is our state law sensitive flowchart and graph based Windows software to provide and help communicate instantaneous answers to your clients.Updated for 2018.
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  Section 7520 Rates and Rate History
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