WealthTec® Suite is a dynamic wealth planning system that can be used effectively in serving everyone from the mass affluent to high-net worth and ultrahigh-net worth clients. It combines strategic and tactical modeling tools and presentations into a single, robust planning suite that is second to none in the high-end segment of the market.
Developed by an experienced advisor for professional advisors who serve an upscale clientele, WealthTec Suite produces quantitatively rigorous and detailed, but colorful, financial, tax and estate planning client deliverables that can help you build your practice, while delivering timely, cutting-edge advice.
As a member of the elite financial and estate planning communities, you know how important it is to have powerful tools at your fingertips. WealthTec Suite incorporates power, precision, style and clarity into a robust package that can keep you on the cutting edge—where you belong. Your clients need answers. They need direction. WealthTec Suite can help you satisfy those needs in a way that will make you proud.
• Customized asset classes
• Customized model portfolios
• Calculation of weighted-average portfolio returns
• Calculation of portfolio standard deviations
• Different methods for entering current portfolio data
• Composite and per-portfolio asset allocation statistics
• Comparison of current and recommended allocations
• Asset allocation pie charts
• Export of portfolio data to strategic planning tools
• Taxes computed using published brackets and rates
• Alternative minimum tax
• Social Security and Medicare taxes, including the surtax
• Separate tax treatment for different types of income
• Allocation between short- and long-term capital gains
• Lump-sum distributions of employer stock with NUA
• Deduction and exemption phase-outs
• Tax basis tracking and postmortem basis adjustments
• Extensive adjustments to compute state taxable income
• Integrated lifetime cash flows
• Uneven cash inflows and outflows
• Vested and restricted employer stock
• Different exercise methods for NQSOs and ISOs
• Closely held businesses and investment real estate
• RMDs and SEPPs
• Roth IRA conversions
• Nonqualified deferred compensation plans
• Monte Carlo simulations and analysis
• Basic to advanced estate planning
• Outright gifts and ILITs
• CLATs, CLUTs, CRATs, CRUTs, NIMCRUTs, FlipCRUTs
• GRATs, QPRTs, IDGTs, SCINs, private annuities
• Estate and gift tax valuation discounts
• GST planning
• Income in respect of a decedent
• Estate planning case comparisons
• Comprehensive and focused planning flowcharts
NOTE: In addition to having unrivaled power at your fingertips, you can also count on WealthTec's top-notch support. The comprehensive online guidance integrated with WealthTec Suite is second to none, and the author of the product is the person with whom you'll be working to help make your case building experience as rewarding as possible.
Howard L. Eisenberg, CPA/PFS, CFP®, CLU, ChFC
President
Tel: (443) 535-8675
Fax: (443) 535-8676
Email: howard@wealthtec.com
Follow Us
WealthTec®
Copyright © 2012 WealthTec LLC.
All Rights Reserved.
Graphic & Website Design By:
DPI :: DESIGN. PRINT. INNOVATE