Money Tree's Financial Planning Software Blog


New to TOTAL Desktop - Live Capital Projection Graph


by Alexander Long

With the newest version of  TOTAL Desktop advisors are now able to open a retirement projection graph during data entry. This graph allows advisors to actively see how each change affects a scenario.


Redtail Connections:   Silver Online Integration


by Alexander Long

Redtail is integrated into Silver Online. Advisors get client planning details directly from their Redtail data. Create entirely new planning clients from Redtail, or updates existing client plans. 


Silver Online - Client Access Walk-Through


by Alexander Long

The Client Access Portal in Silver Online gets updated frequently. This post was originally written June 28, 2018. It has been updated to cover information for the current Client Access Portal as of August 1, 2018. 

This article will go over the various sections in Silver Online pertaining to the Client Access Portal, which clients will see as the Secure Wealth Review when logging in.


Silver Online - Client Access Alerts


by Alexander Long

With our most recent update to Silver you probably noticed the bell icon labeled "Alerts" in the top right. This is part of our continued improvements to the client access side of Silver Online. With this new feature, advisors can better track when clients login to a provided Client Access Portal or if they've made a number of certain changes to their plan. Starting off, the alerts are limited to tracking whether or not someone logs into their Client Access Portal, and if they've made any changes to their total investments. For more information on Silver's Client Access click here.


Tax Reform in TOTAL - Qualified Business Income Deduction


by Carolyn Rothwell

TOTAL, Money Tree's in-depth financial planning software, now includes the Qualified Business Income (QBI) deduction available to taxpayers engaged in a qualified trade or business.  The new provision introduced in the recent tax reform allows a deduction for up to 20% of QBI from sole proprietorships, limited liability companies (LLCs), S corporations, partnerships, real estate investments, trusts, and estates. 


TOTAL - New Version: QBI Deduction, Increase Rates on Tax Data Items, Joint Misc. Insurance Ownership


by Carolyn Rothwell

The latest release of TOTAL, Money Tree's in-depth financial planning software, features three new options available within the plan data section. 

  1. QBI Deduction - Reflect the Qualified Business Income Deduction available to your client with a new option under Tax Details.
  2. Increase Rate of Tax Detail Items - Set Tax Detail items like Schedule D Capital Gains (Losses) to increase (or decrease) with a new Increase Rate option available for each tax detail item and future change. 
  3. Joint Miscellaneous Insurance - Capture jointly held Miscellaneous Insurance policies with a new joint insured option.

Additional Features of TOTAL's 2018 Tax Update


by Carolyn Rothwell

While TOTAL's 2018 tax update focused on ensuring tax law changes were built into the financial planning software, additional noteworthy changes are available in the most recent version.  


TOTAL's 2018 Tax Update - Available Now


by Carolyn Rothwell

TOTAL's 2018 tax update featuring the tax changes for the Tax Cuts and Jobs Act (TCJA), including a sunset configuration option, is available now.


Silver - 2018 Tax Update Available Now


by Carolyn Rothwell

The 2018 tax update for Silver is available now. The latest version includes updated estate taxes, retirement plan contribution limits and Social Security estimates for 2018. 


Client Access and Report Enhancements in Silver - Available Now


by Carolyn Rothwell

Client access and reports updates are available in the latest release of Silver. 

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