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


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.

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)
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