Income Tax Planning

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.

MasterPlan’s Tax Features

• 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

• Inflation Indexing

• State Income Tax Calculations for all the States and Washington D.C.

• Optional Federal Income Tax Indexing