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:

  • Tracks four-tier undistributed income:

    • Ordinary Income (Interest, Dividend, Passive, Nonpassive and Qualified Dividends)

    • Short-term Capital Gains

    • Long-term capital gains (28%, 25%, 20%, 15%  and Qualified 5-year gain)

    • Tax Exempt Income

  • Tax support by the CPA firm Temo A. Arjani & Co., LLP

  • Yearly Tax Training Seminars

  • System support for software

  • JAVA based tax program

  • Instant disgonostics computations

  • Review IRS & State forms right on the screen

  • 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

  • IT-41

Massachusetts

  • 2G

Utah

  • TC-41





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