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Checkpoint Pocket Assistant

Jun. 02, 2014

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Perform routine tasks from anywhere with this new free iPhone app! Checkpoint Pocket Assistant includes the 2013 Tax Rate Guide (with Federal income, gift and estate tax rates) plus the COLA Profit-Sharing Plans.

  • Like Kind Exchange Calculator — Quickly determines the realized gain, recognized gain and basis of the like-kind property received for most like-kind exchanges, including exchanges of real estate or property that is held for business or investment. (Available separately at $1.99)
  • Minimum Required Distribution Calculator — Compute the minimum required distribution (MRD) amount for a traditional IRA or employer-sponsored defined contribution plan during the original owner’s lifetime. Use this tool to determine the correct distribution amount and protect your clients from unnecessary penalties. (Available separately at $1.99)
  • Individual Shared Responsibility Calculator — Estimates the cost of meeting the Affordable Care Act requirements for maintaining minimum essential health insurance coverage, which is effective January 1, 2013. The app helps determine the penalty amount for most scenarios. (Available separately at $2.99)