Software Products

Software Products Description

Run calculations for a Qualified Personal Residence Trust, a popular estate planning technique for one or two residences.

The Retirement Withdrawal Calculator is a sophisticated application for testing a wide variety of long term withdrawal strategies.

Complete the annual tax return filing requirement for foreign trusts and gifts.

Annual tax return for foreign trusts with U.S. beneficiaries.
IRS Form 3520 and Form 3520-A is offered on a per return license basis. To view current licenses and purchase new licenses, click here.