December News: Send Your Software Wish List, 2018 Tax Changes To Be Announced, Holiday Schedule, 10 Most Popular Blog Posts of 2017
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December 2017 News

Planning Notes | Software | Events | Tech Tip  

Send Us your Software Wishes

Sending Our Holiday Wishes & Asking for Your Wish List

We hope creating plans with the help of Money Tree’s financial planning software proved highly valuable for your clients and your business in 2017. You are the foundation of our success, and we want you to know how much we value your support and appreciate your choice to plan with Money Tree Software. 

We continue to dedicate our efforts towards advancing the financial planning software solutions and services to support your planning needs. Exciting new features and enhancements are underway, allowing you to deliver even more planning to your clients in 2018.

As we work on the list of features to be developed, we want to know your top three requests.  Each item included on your wish list will be reviewed as we determine the next features to be developed for the software. We know you have excellent ideas for the software and appreciate the time you take to share your wish list with us

Software Wish List

Several recent (and upcoming) developments came from last year's wish list submissions.  If your wish list items have yet to come true, please send them again. We wish you all the best and thank you again for planning with Money Tree Software.

2018 Tax Updates - To Be Announced...


2018 Tax Updates - To Be Announced

Tax changes for 2018 were slated to be simple adjustments for inflation, but that will likely change with the Tax Cuts and Job Act. With yesterday's news that the conference committee created a unified bill, the Tax Cuts and Job Act is one step closer to a final bill that can be signed into law by Christmas. The tax calculations in the software will require significant changes upon the bill becoming legislation, which will impact the timeline for the 2018 tax update.

Upcoming Holiday Closures


Holiday Schedule - Closed 12/25, 1/1

Money Tree will be closed Christmas Monday, December 25th to allow us to spend extra time with our friends and families. The same schedule will be followed for New Year's, with the office closed on Monday, January 1nd
We hope you enjoy the holidays and we send our best wishes. Merry Christmas and Happy New Year to all!

Most Popular Posts from 2017

Tech Tip

Most Popular Posts from 2017

To wrap up the last newsletter of 2017, we have compiled lists of the most popular posts of the year. Take a look to catch up on any favorite posts you may have missed. This list includes the top 10 blog posts published this year, ordered by the number of views.

View recorded training classes anytime:

Silver - Desktop Edition | Online Edition

TOTAL - Desktop Edition | Online Edition | Easy Money | Golden Years

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