DecoupleCruncher: Easy to learn, easy to use and

astoundingly powerful


Starting in 2002, many states decoupled their estate taxes from the federal system by choosing to apply their own estate tax regardless of the availability of a federal estate tax credit. DecoupleCruncher is the solution to crunching the numbers in cases where client property is located in one or more decoupled or quasi-decoupled states. The program allows for the completion of hundreds of computations, many with interrelated variables, in a matter of seconds.

Features and Benefits

Can be used as a lifetime planning tool

Can be used as an aid in preparing your clients’ federal and state estate tax returns

Handles up to four states at a time

Computes client’s tentative taxable estate, state and federal exclusions, federal and state tax, and percentage of estate lost to tax

Multi-state calculation includes maximum credit for state death taxes, the net U.S. estate tax, tentative state tax, pro-rata share of tentative state tax allocable to other states, and tax payable to domiciliary state

Helpful in evaluating optimal marital deduction and potential benefit of making a lifetime gift

Illustrates the impact of state death tax deduction, which is useful in evaluating a client’s potential tax benefit from moving from one state to another

Unrivaled email & phone support

Questions? View our FAQs

States Supported

  • Connecticut (CT)
  • District of Columbia (DC)
  • Delaware (DE)
  • Hawaii (HI)
  • Illinois (IL)
  • Massachusetts (MA)
  • Maryland (MD)
  • Maine (ME)
  • New Jersey (NJ)
  • New York (NY)
  • Oregon (OR)
  • Rhode Island (RI)
  • Vermont (VT)
  • Washington (WA)
Shopping Cart
Scroll to Top