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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,
including Alternative Minimum Tax (AMT) calculations.
Some of 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 Tax Calculations
- Optional Federal Income Tax Indexing
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