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5 Stars for NaviPlan Extended: EISI's most powerful system
You strive to make assumptions that will help your clients accumulate, preserve, and distribute their assets while minimizing taxes so that they can enjoy their wealth. However, estate and gift tax planning is a daunting task that requires a sophisticated understanding of state and federal tax laws, and the legal procedures for reducing taxes.
In his CPA Technology Advisor 2007 Review of Estate Planning Systems, Isaac M. O'Bannon explores how the strongest financial planning applications on the market today can facilitate some of the overwhelming details of your job, and provide support for the various approaches you may take.
"EISI's estate and financial planning products are at the top of the market," says O'Bannon, who gave NaviPlan Extended five out of five stars for its overall value.
NaviPlan Extended, which is EISI's most comprehensive planning system, supports all planning models and wealth transfer techniques, including: small business, retirement, advanced estate, goal and education planning, plus cash flow management. It enables you to model numerous What-if scenarios using different assumptions for side-by-side comparison.
In O'Bannon's review, NaviPlan Extended receives top marks for: Ease of Use and Basic Functionality; Calculations, and Help, Support & Training. "NaviPlan Extended opens to a well-designed interface. All data entry is performed on intuitive entry sheets that automatically calculate data as it is entered, providing a quick overview of rates, values and other data," says O'Bannon.
A near-perfect score was achieved in the area of Client Presentation Tools, for which
O'Bannon says: "Reporting and presentation options in NaviPlan Extended enable the creation of plans that are comprehensive and can manage even the most complex clients, yet are easily understandable thanks to outstanding visual elements, including charts and graphs that offer some customization options, along with automated action-focused text reports that use plain language."
Read the full review on cpatechnologyadvisor.com.
