Can be used as a lifetime planning tool

Can be used as an aid in preparing your clients’ federal and state estate tax returns

Handles up to four states at a time

Computes client’s tentative taxable estate, state and federal exclusions, federal and state tax, and percentage of estate lost to tax

Multi-state calculation includes maximum credit for state death taxes, the net U.S. estate tax, tentative state tax, pro-rata share of tentative state tax allocable to other states, and tax payable to domiciliary state

Helpful in evaluating optimal marital deduction and potential benefit of making a lifetime gift

Illustrates the impact of state death tax deduction, which is useful in evaluating a client’s potential tax benefit from moving from one state to another

Unrivaled email & phone support