Tax updates for your planning software were refreshingly straightforward for 2014. There was no need to anticipate changes, wait around for congress, and wonder when we would be able to build the tax updates into the calculations. Only modest changes needed to be made for inflation adjustments. Review highlights of the tax updates on included info-graphic (view full size).
The 2014 tax updates are available now! Download the latest desktop versions from our website or use the links included below.
Silver Financial Planner
The latest version includes estate tax updates for 2014 and updates to the Social Security estimates.
TOTAL Planning Suite (Easy Money & Golden Years)
The latest version includes updated income taxes, estate taxes and Social Security estimates for 2014.
* NEW: If you need to run projections using the 2013 tax rates, a feature has been added allowing you to check a box on the reports section to “Use 2013 Tax Calculations” for TOTAL Online!