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5227 TAX SYSTEM is the most complete Charitable Remainder trust software available.
Developed by a CPA firm, Temo A. Arjani & Co., LLP, that specializes in Charitable Remainder Trusts and Other Trusts.
Get donors' K-1 forms done by January! |
5227 TAX SYSTEM:
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Tracks four-tier undistributed income:
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Ordinary Income (Interest, Dividend, Passive, Nonpassive and Qualified Dividends)
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Short-term Capital Gains
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Long-term capital gains (28%, 25%, 20%, 15% and Qualified 5-year gain)
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Tax Exempt Income
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Tax support by the CPA firm Temo A. Arjani & Co., LLP
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Yearly Tax Training Seminars
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System support for software
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JAVA based tax program
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Instant disgonostics computations
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Review IRS & State forms right on the screen
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Federal forms
included - 5227, 1041-A, 1041 (Grantor Trust) Federal Support Schedules
- Schedule D, E, K-1, Worksheets (PDF format)
5227 Tax System provides the necessary forms for Charitable Remainder Trusts for the following states:
Arizona
- 141
- 141 Schedule K-1
- 141 Schedule K-1 (NR)
California
- 541-B
- 541-A
- 541 (Grantor trust)
- 541 K-1
- Form 3885/Sch. D-1
- Support Schedules
Indiana
Massachusetts
Utah
