Product & Service

The Retirement Income Navigator

Kugler Estate Analyzer – The program handles comprehensive estate planning using a building blocks approach.

Retirement Distributions Planner.  The program was previously known as the Pension Distributions Planner.  The program offers exhaustive treatment of required minimum distributions and pre-59½ distributions.  The program handles up to five beneficiaries either after the death of the plan owner or after the death of a spouse after a spousal rollover.  Reports show annual distributions […]

Estate Planning Tools includes over 100 estate and financial planning models.

Retirement Plan Analyzer includes comprehensive Roth IRA conversion features.

BATCH OUT, a trusted merchant service provider, whose focus is to assist each business truly reduce costs with a simple honest credit card processor while driving sales for your business. As electronic payment experts, BATCH OUT solutions include: ATMs, POS, Loyalty/Gift card programs, check guarantee and more. The most appreciated product is BATCH CASH, which […]

SpeedTax Pro gives CPA and State & Local Tax

SpeedTax Plus – our automated Tax Filing and Remittance was designed from the ground up to be