NumberCruncher 2024 & QuickView 2024 updates and release notes now available!

Announcing updates and availability of our official Release Notes for NumberCruncher and QuickView for 2024.

We're delighted to announce an update for NumberCruncher 2024 and QuickView 2024 along with the immediate availability of our official Release Notes for 2024. We began sending email with summarized announcements on July 30, 2024. The following includes all release notes and other details.

Please circulate to ALL NumberCruncher and QuickView users

July 2024

Re: NumberCruncher 2024 & QuickView 2024 Visual Release Notes

Greetings to NumberCruncher and QuickView Customers, One and All!

Today's announcements:

NumberCruncher 2024 and QuickView 2024 are updated: Early builds of NumberCruncher 2024 were posted in the customer portal starting in late January 2024. Many firms have been working with these early builds. Build 36 represents the culmination of over one thousand adjustments made in 59 builds since NumberCruncher 2023 Build 40 was released on 5/9/2023.
NumberCruncher 2024 Visual Release Notes: The most extensive ever (55 pages, with pictures)! Note: best viewed at 125%.
QuickView 2024: Estate and gift tax changes described in the Visual Release Notes, where relevant, apply equally to QuickView. Note alignment of QuickView federal/state results with results shown on pages 52-53 of the Visual Release Notes.
Steve Leimberg (1943 - 2022): The legend of our very own "Most Interesting Man in the World" lives on, with our tribute now viewed almost 80,000 times:
Tribute to Steve Leimberg
DataNet Newsletter: Has now been renamed in honor of living legend and NumberCruncher co-founder Bob LeClair:
Bob LeClair's DataNet Newsletter
Versions of prior to NumberCruncher 2024.00 Build 36 and QuickView 2024.00 Build 2 will be deactiveated effective September 1, 2024. We want all users to be on the same page!

NumberCruncher 2024 and QuickView 2024 are updated!

We're delighted to announce updates to NumberCruncher and QuickView as well as our extensive Visual Release Notes.

How to download

Your software is available for download via our Customer Portal. Please see the "Customer Portal" section below for more details. Installation takes about 30 seconds.

Visual Release Notes | Summary

Here's an outline of our Visual Release Notes. A full, downloadable version of our release notes is available at the bottom of this page.

NumberCruncher 2024.00 (Build 36)
- 59th build since 5/9/2023 Build 40 release
(2023.00 Builds 41 => 63, 2024.00 Builds 1 => 36)
- Over 1,000 adjustments
- 1,865 developer screen shot markups (2018 – 2024)
- Amounts increased to $9.99B in many modules
- Usage statistics (of 151,212 module accesses during the
past two years)
Estate Tax: 25%
Prior Gifts: 9%
CRUT, GRAT, QPRT, CRAT, CLAT, CLUT (descending order):
26.2% total (avg 4.4% each)
Other 107 modules: 40% combined
- Help Screens updated
Estate Tax Exclusion
- $14.01M (2025: estimated) (need Jul-Aug chained CPI)
- $ 7.00M (2026: estimated) + 2025 chained CPI
$5M x 1.4007915 = $7,003,957 rounded to nearest $10K
- Updates through the year 2100 now automatic and immediate
- Sunset, DSUE, Anti-Clawback*
* NumberCruncher’s treatment of these topics is unparalleled
Gift Exclusion (Annual per donee)
- $19K (2025: estimated) (need Jul-Aug chained CPI)
Individual Income Tax
- 2026 brackets estimated based on 2017 brackets + chained CPI
- 2017 rates reinstated (10-15-25-28-33-35-39.6)
Actuarial Calculations
- Final regulations with Table 2010CM (6/1/2023)
- Longer life expectancy
- Lower remainder factors
- Higher life estate and annuity factors
- Transition period for Table 2000CM or 2010CM (5/1/19 - 6/1/23)
State Estate Tax
- CT 2025-26: aligned with federal; marginal rate will remain 12%
- MA $2M exclusion effective 1/1/2023
- NY Circ: $676,232.12 add’l tax (6.76B % marginal rate) on add’l $0.01
- Decoupled state estate tax results (13 juris, taxable estates $2M - 100M)
Other Year-Specific Changes
- Income Shift
- §199A
- §6166
- Pre-59 1/2
61st Annual Hawaii Tax Institute (November 3-7, 2024)
- Vince Lackner speaking on Nov. 3 (Estate and Gift Tax)