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  • DecoupleCruncher
    A unique lifetime planning tool,
    DecoupleCruncher helps prepare
    federal and state returns

DecoupleCruncher

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

Primary uses

Can be used two ways:

  1. As a lifetime planning tool
  2. As an aid in preparing your clients’ federal and state estate tax returns

Single and multiple state calculations

  • Handles up to four states
  • 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

Helps with decision making

  • 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

States Supported

  • Connecticut (CT)
  • District of Columbia (DC)
  • Delaware (DE)
  • Hawaii (HI)
  • Illinois (IL)
  • Kansas (KS)
  • Massachusetts (MA)
  • Maryland (MD)
  • Maine (ME)
  • North Carolina (NC)
  • Nevada (NE)
  • New Jersey (NJ)
  • New York (NY)
  • Oregon (OR)
  • Rhode Island (RI)
  • Tennessee (TN)
  • Virginia (VA)
  • Vermont (VT)
  • Washington (WA)
  • Wisconsin (WI)

Like what you see?
Schedule a demo today!

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