Software Versions
All Products

NEW! Retirement Plan Analyzer 2019.01 (formerly the Pension & ROTH IRA Analyzer)

An ideal tool for accountants, attorneys and pension consultants to evaluate pension/profit sharing plan distribution strategies. Computes almost unlimited combinations under methods such as discretionary or attained age. Includes minimum distribution rules. Prints comparative graphs and reports. Updated for tax laws.

NumberCruncher 2019.00
Updated with new mortality tables.

This easy-to-learn-and-use Windows software instantly computes QPRTs, GRATs, Charitable Remainder and Lead Trusts, Private Annuities, Capital Punishment by Confiscation and many more estate and financial planning state-of-the-art concepts. Completely updated for Tax Law Changes.

Charitable Financial Planner 2019.00

Charitable Gift Annuities, Pooled Income Fund and Remainder Computations are seconds away. Automatic help screens and sample inputs make authoritative calculations a snap. Completely updated for Tax Law Changes.
Updated for 2018.

Estate Planning QuickView 2019.00

State-law-sensitive flow chart and graph based Windows software that instantly shows what dispositive strategy will reduce taxes to lowest possible amount and provide highest amount for heirs.
Updated for 2018.

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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