Software Update History
Note: Web Applications and Desktop applications are 2 different products.
| Current Version | Release Date | Notes | |
|---|---|---|---|
| Charitable Financial Planner LIVE (Web Application) | 2020.00 | 1/15/2020 | |
| Retirement Distributions Live (Web Application) | 2020.00 | 1/10/2020 | |
| Estate Planning Tools (Desktop) | 2020.00 | 3/5/2020 Instructions sent by e-mail | |
| Estate Planning QuickView (Desktop) | 2020.00 | 3/6/2020 Instructions sent by e-mail | |
| Charitable Financial Planner (Desktop) | 2020.00 | 2/24/2020 Instructions sent by e-mail | |
| Kugler Estate Analyzer ™ (Desktop) | 2020.00 | 2/4/2020 Instructions sent by e-mail | |
| Retirement Plan Analyzer (Desktop) | 2020.10 | 4/17/2020 Instructions sent by e-mail | CARES Act update |
| Retirement Distributions Planner (Desktop) | 2020.10 | 4/15/2020 Instructions sent by e-mail | CARES Act update |
| PFP Notebook™ (Desktop) | 2020.00 | 11/14/2019 Instructions sent by e-mail | |
| Savings Bond Toolkit (Desktop) | 2020.00 | 11/12/2019 Instructions sent by e-mail |
If your version number is different than what is listed above, e-mail: support@brentmark.com
Estate Planning Tools version 2020.00:
- 2020 income & estate tax adjustments included, impacting 15+ models.
- Help Files are updated for new content.
- The State Death Tax Manager has been updated to include changes for CT, DC, HI, ME, RI, NY and VT.
- IRMAA module updated for 2020 Medicare tables.
- The Estate Model has been enhanced with several new inputs to expand the calculation.
- The CLAT Model has a new option to select between two different economic schedule calculations.
- Added an alert system to notify the user when there is a newer version released. When the alert is present, it will give information on how to get the new version.
- A News Channel was added to keep the user current on all Brentmark releases, including State Death Tax Manager data files.
- New software is used to create the installation, allowing for a more streamline approach.
- The executable and the installation file are both signed with an EV Code Signing Certificate.
- AFR Manager has been added under the Edit menu to allow for manual download if needed, as well as diagnostics.
- Several Display and User Input Behavior Issues have been resolved.