MasterPlan simply has the best tax planning of any financial planning package. MasterPlan's powerful tax calculation capabilities, coupled with its ease of use, assure you of fast, accurate, and fully integrated reports. The annual maintenance and support fee includes tracking of significant changes to the tax law and annual table changes.
Separate Tax Calculations, Tracking and Audit Trail for: Ordinary, Portfolio, Capital Gain/Loss, and Passive Income/Loss
Portfolio, Capital, and Passive Loss Carryforward
Alternative Minimum Tax and Crossover Point
Investment Interest Expense Limitation
State Income Tax Calculations for all the States and Washington D.C.
Optional Federal Income Tax Indexing