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| "WHAT
IF" ANALYZER |
ExecPlan recognizes that every planning situation makes
"What if" assumptions.
Click on image to enlarge
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To provide your clients with the most accurate planning presentations, ExecPlan puts
the total power of the system into every "What If" scenario you evaluate. Once a client's current profile is entered and saved, you can recall the case, make changes,
view the effects, and then interactively work with the case to produce the best results for your client. Effective planning suggestions can be
saved, and appropriate SnapShot reports can be, generated for client presentation.
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| TAX
COMPUTATION |
| Federal, state, and local income taxes are
automatatic. |
ExecPlan contains one of the most detailed
implementations of tax laws in financial planning
systems in its class. Based on the planning horizon, ExecPlan applies appropriate income tax computations for federal, state, and local income taxes in each
individual year of a financial profile.
Some of ExecPlan's built-in computations include:
 | Automatic Cash Management
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| Deferred Compensation Plans (Qualified and Non-Qualified Stock Options, Employee Stock-Purchase
Plans, Incentive Stock Options, and Stock Appreciation Rights)
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| Lump-Sum Distribution and Special Averaging Tax
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| IRAs (Contributions, Deductions, Rollovers and Withdrawals)
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| Company Retirement Plans (Contributions, Distributions, And Taxation)
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| Annuities (Buildup, Valuation, and Taxation of Returns)
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| Investment/Tax Shelters
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| Client-Owned Business Interests (Proprietorships, Partnerships, S-Corporations and Small Business
Corporations)
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| Capital Gain/Loss (Automatic Loss Limitation Carryover)
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| Charitable Contributions (Limitations and Carryforwards) |
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| Passive Investment Activities (Limitation
and Carryover of Losses/Credits)
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| Alternative Minimum Tax
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| Inflation Analysis and Indexing of Tax Rates
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| Social Security and Self-Employment Taxes
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| Business Tax Credits (Carryback, Carryforwards, and Phase-down)
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| Depreciation
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| Life Insurance
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| Marital Deduction Under Present Will, Simple Will, Unified Credit Shelter Will, and Optimum Will
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| Estate Taxes
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| Unified Tax Credit
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| Credit for State Taxes
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| Extensive Social Security Estimation |
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| CASH MANAGEMENT |
Powerful, practical, analysis of your income-producing assets. |
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Your plans and ongoing client relationships are brought into the practical management dimension through Automatic Cash Management, a unique
ExecPlan feature. This powerful tool allows you to not only analyze specified income-producing assets, but to automatically invest in these assets, with cash that exceeds a predetermined level. It also allows you to
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specify how clients will raise cash should they incur a cash shortage. In addition, cash management calculations are dynamically set to generate investments in
indicated assets, so that after accounting for the income produced by these assets and the tax consequences, an
idle cash amount equal to the specified desired amount is produced.
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