January News: Tax Cuts and Jobs Act & Changes for 2018 Software Updates, New Trial for the New Year, Changing Investment Strategy in TOTAL
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January 2018 News

Planning Notes | Software | Events | Tech Tip  

Tax Cuts & Jobs Act

Tax Cuts and Jobs Act & Changes for 2018 Software Updates

2018TaxChangesNewsletterSummary.pngThe Tax Cuts and Jobs Act (TCJA) was signed into law December 22nd. Tax law changes took effect January 1, 2018. A majority of the tax law changes applying to individuals are not permanent and are scheduled to sunset after 2025, reverting to the law in effect prior to the TCJA.

Major changes to individual tax planning arise from the new legislation. The TCJA reshapes the federal tax rates and brackets, standard deductions and exemptions, child tax credits, AMTestate tax, and more.

The legislation requires significant changes to the tax calculations in Money Tree's financial planning software, impacting the timeline for the 2018 tax update. The tax changes are the top priority for the software and development is underway.

Learn more about changes for 2018:

Software Updates for 2018


2018 Tax Changes are Underway

The 2018 tax update for Silver is in final testing and is scheduled to release this month. Changes to accurately reflect the new law for TOTAL's detailed tax projections are underway. Announcements of the 2018 tax updates will be published on our blog. Sign up to receive email notifications of new posts.

Start fresh with a new 30-day trial


Fresh Start for the New Year - Start a New 30-Day Trial

If you have not found the right financial planning software for your practice or would like to try an additional solution, now is the time to start fresh with a new 30-day trial. New features are continually added to the software to improve your planning process. Try the latest versions by starting a new 30-day trial.

Asset Allocation Changes in TOTAL

Tech Tip

Reflecting Investment Strategy Changes in TOTAL

TOTAL allows investment strategy changes to be reflected in a client's financial plan at any age thanks to the flexibility provided by the future change tables. As the client's investment strategy changes, the rate-of-return on the investments can be changed to reflect the assumed performance of the new allocation.

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Silver - Desktop Edition | Online Edition

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

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