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Product Updates

A list of enhancements in newer versions.

ExecPlan Express ver 2010.01.0416 (04/16/2010)

  • Computations: Update of Michigan state tax tables.
  • Change default discount rate from 5% to 3%.

ExecPlan Express ver 2010.01.0324 (03/24/2010)

  • Computations: Added State Tax Module for Oregon.
  • Modifications for Financial Independence report format.
  • Calculation for AMT preference for depreciation on rental properties.

ExecPlan Express ver 2010.01.0310 (03/10/2010)

  • Fixes: Wrong formatting of graphic files.
  • Added manual activation in case of failure of activation via internet.

ExecPlan Express ver 2010.01.0218 (02/18/2010)

  • Added Activation Screen in Help Menu.

ExecPlan Express ver 2010.01.0125 (01/25/2010)

  • Fixes: Corrected how IRAs and Roth IRAs are organized in the Asset tab screen.

ExecPlan Express ver 2010.01.0114 (01/14/2010)

  • Computations: Added the new inflation rate for 2010 tax year. This change updates tax tables, personal exemptions, standard deductions and qualified plan contribution limitations.
  • Program function: Added the year 2011 for starting a new plan.
  • Fixes: Corrected entering ownership code for company retirement and 529 Plan in data input screen.
  • Fixes: Will automatically calculate MRD when first withdrawal year is entered in 401k plans.
  • Fixes: The Default Planning Firm Name and Address in System Setup screen will show on the reports.

ExecPlan Express ver 2009.01.1231 (12/31/2009)

  • Modifications to the License Authorization Process.

ExecPlan Express ver 2009.01.1228 (12/28/2009)

  • Computations: Added State Tax Module for Utah.
  • Computations: Added State Tax Module for Oklahoma.
  • Fixes: Computations for South Carolina Pension Adjustments for individuals under age 65.

ExecPlan Express ver 2009.01.1202 (12/02/2009)

  • Fixes: Allow tax for Roth conversion in 2010 to be taken over the years 2011 and 2012.

ExecPlan Express ver 2009.01.1119 (11/19/2009)

  • Computations: Added state tax module for Missouri.
  • Updated New Jersey income tax calculations for 2008.
  • Updated Connecticut income tax calculations for 2008.

ExecPlan Express ver 2009.01.0904 (09/04/2009)

  • Computations: Added State Tax Module for Vermont.
  • Computations: 2009 State Tax modifications for Massachusetts and Rhode Island.
  • Improved Housing Credit calculations.

ExecPlan Express ver 2009.01.0715 (07/15/2009)

  • Improved deleting Entire Set and Subsets.
  • Date formatting for Estate Analysis Reports.

ExecPlan Express ver 2009.01.0612 (06/12/2009)

  • Added the path of Word Processing for MS Word of Windows 2007.
  • Set MS Word for Windows 2003 as the default Word Processing in System Setup.
  • Added title color for text.doc file.
  • Enabled users the ability to modify the Title field in Data Input screen now.

ExecPlan Express ver 2009.01.0609 (06/09/2009)

  • Computations: 2009 State tax modifications for Kentucky, California and New York.
  • Modification to calculation for the Social Security Tax portion of the FICA Tax for the 2009 tax Year.

ExecPlan Express ver 2009.01.0519 (05/19/2009)

  • Computations: Qualified plan distributions are now fully taxed on the state level for Massachusetts.
  • Reset the default ownership code for IRA retirement plan to Client.
  • Screen changes: New items - added Shares Purchased for Stocks/Mutual Funds and Cash Deposits for Bank Accounts in Data Input screen.
  • Screen Changes: Rollover/distr. field for 401k and Other Retirement Plans is now labeled RollOver. The % Lump Sum has been eliminated.

ExecPlan Express ver 2009.01.0406 (04/06/2009)

  • Computations: AMT changes for 2009 tax year.

ExecPlan Express ver 2009.01.0130 (01/30/2009)

  • Computations: MRD changes for 2009 tax year. The change allows for no Minimum Required Distributions for clients age 70 & 1/2 for the 2009 calendar year.
  • Computations: Added the new inflation rate for 2009 tax year. This change updates tax tables, personal exemptions, standard deductions and qualified plan contribution limitations.
  • Computations: Updated changes to the Maryland State Income Tax calculation.
  • Program function: Added data rollover for updating a case that started in a prior year to make current year as the first year.
  • Program function: Reset the Excess Cash Amount to zero for plans that are rolled from a previous year.
  • Program function: Added the year 2010 for starting a new plan.
  • Updated Tutorial and sample data files to reflect changes related to the new version and the (first) year of plans
  • Fixes: Fixed reporting erros for the graphs List of Itemized Deductions Line Graph.chx and List of AGI - Planning Horizon Line Graph.chx
  • Fixes: Changes to the snapsh002.doc file. The change updates the text report for death and disability scenarios.

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