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All Modules by Section and Category

Andrew Cummings
  • Updated

Toolsets

Estate Planning Tools

Valuation Capital Capitalization of Income
  Val. EPS Valuation through Comparable Stock
  Book Val. Book Value Method
  Goodwill Goodwill Valuation
  Key Empl. Key Employee Valuation
  Spec. Use Special Use Valuation
  Ratios Financial Planning Ratios
Tools of Estate Planning Inclusion Includible Portion of CRAT, CRUT, GRAT, or GRUT
  SCIN Self-Canceling Installment Note (SCIN)
  Priv. Ann. Private Annuity
  Factors Annuity, Life Estate and Remainder Factors
  Gen. Skip Simplified GSTT Worksheet
  GSTT Total Cost of GST Transfer
  §529 Qualified Tuition Programs
  Gift Loans Gift Loans
Trusts QPRT GRIT/Qualified Personal Residence Trust
  GRAT Grantor Retained Annuity Trust (GRAT)
  GRUT Grantor Retained Unitrust (GRUT)
  IDIT IDIT Installment Sales
  Dynasty Dynasty Trust
  Split Split Interest - Life
  Bypass Bypass Trust Computation
  Cont Rev. Contingent Reversions
Charitable CRAT Charitable Remainder Annuity Trust (CRAT)
  CRUT Charitable Remainder Unitrust (CRUT)
  CLAT Charitable Lead Annuity Trust (CLAT)
  CLUT Charitable Lead Unitrust (CLUT)
  Table I Naming a Charity as Beneficiary of Group Term Life (Table I)
  Inter Interrelated Estate Tax
Estate Planning Techniques Exclusion Estate Tax Advantage of Gift Tax Exclusion
  §6166 §6166 Installment Payment of Estate Tax
  §2057 Business Owner's §2057 Estate Tax Deduction
  Redemption Substantially Disproportionate Redemptions
  §303 §303 Stock Redemptions
  Install Installment Sale
  Group Trm Group Term Life Cost (Table I)
  Inc. Shift Advantage of Income Shifting
Taxes Estate Tax Gift and Estate Tax Computation
  Prior Gifts Prior Gifts
  Project Projection of Estate Tax
  Mar. Ded. Marital Deduction Optimization
  Table 2001 Table 2001 (P.S. 58) Cost
  Net Gift Tax on a Net Gift
  Indiv. Tax Individual Income Tax
  Corp. Tax Corporate Income Tax
Retirement Lump Sum Lump Sum Distributions
  Confiscate Retirement Plan Taxation
  Pre-59½ Pre-59½ Distributions
  Cash Need Determination of Cash Requirements
Present / Future Value Receipts Present Value of an Annuity
  Discount Present Value of a Lump Sum
  Deferred Deferred Compensation
  Future Future Value of an Annuity
  Compound Future Value of a Lump Sum
  Deposit Deposit Growth
  Life Exp. Life Expectancy
  Chances Chance of Survival
§199A General §199A General Deduction
  >1 Entity §199A Deduction when More than One Relevant Passthrough Entities Owned
  Estate/Trust §199A Deduction for Estate and Non-Grantor Trust Allocations
  SuperDed Impact of Qualified Retirement Plan Contributions on §199A
  C vs S Corp C Corporation versus S Corporation
  E'ee vs Ind W-2 Employee vs. Independent Contractor Analysis
  Farm Section 199A(g) Deduction for Agriculture or Horticulture

 

Financial Planning Tools

Investment Stock Common Stock Calculator
  Bonds Comprehensive Bond Calculator
  Return Annual Rate of Return
  Analyzer Investment and Cash Flow Analyzer
  HPR Holding Period Return Calculator
  Pr. Value Present Value of Investment
  IRR Internal Rate of Return
Inflation Erosion Erosion of Purchasing Power
  Fundlife Fundlife Calculator
  Assets Inflation-Adjusted Income and Asset Analysis
  Income Income Due to an Investment Fund
  College College Cost Estimator
  Annuity Lump Sum Needed for Increasing Annuity
  Contribute Contributions Required to Reach a Goal
Real Estate After-Tax After-Tax Return on an Investment
  Amortize Amortization Schedule
  Breakeven Break-Even Period Refinancing
  Compare Mortgage Comparison Schedule
  Double Double Payments on Retirement of a Mortgage
  Loan Rate Break-Even Interest Rate Comparison
  Mortgage Mortgage Payment Calculator
  Loan Pay Loan Payments
Insurance Life ROR Rate of Return on Life Insurance
  Net Cost Net Cost of Life Insurance
  Net Clear Net Clear Death Benefit
  Insure Insurance Needs Analysis
  Group Total Cost of Group Term Life Insurance
  Buyout Business Buyout Analyzer
  Interrupt Need for Business Interruption Insurance
  DB ROR Death Benefit Rate of Return
Net Worth Net Worth Net Worth Analysis and Projector
  Portfolio Security Portfolio Analyzer
  Social Sec. Taxable Social Security Benefits Under OBRA '93
  Withdraw Periodic Withdrawals from an Investment
  Compound How Compounding Builds Net Worth
  Future Future Value of Increasing Payments
Financial Goals Summary Summary of Financial Objectives
  Accumulate Accumulation Planning Worksheet
  Educate Educational Funding Analysis
  Retire Retirement Analysis
  Security Social Security Benefits
  Benefit Present Value of Future Retirement Benefits
  Discount Federal Estate Tax Discount
Budgeting IRMAA Income-Related Medicare Premium Adjustment
  Budget Income and Expenses Report
  Cash Flow Monthly Cash Flow Report
  Dividend Dividend and Interest Income Report
  Loan Term Term of Loan Calculator
  Marginal After-Tax Return and Cost Calculator
  Outlay Cost of an Outlay
  Extra Pay Extra Loan Payment Analyzer

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