Key Rates & Valuation

• Section 7520 Rate History
• Short-Term Rates for 1998 to present
• Mid-Term Rates for 1998 to present
• Long-Term Rates for 1998 to present
• Pooled Income Fund Rates
• Over and Underpayment Rates
• OID Inflation-Adjusted Dollar Amounts

TRUs (Total Return Unitrusts)

Bob LeClair's Finance and Markets Newsletter

Web Links
Useful Web Site links for industry news, legal research, and web archives.

^{UPDATED FOR 2008}
Toward a Zero Estate Tax Powerpoint Presentation

^NEW 
Life Settlement NumberCruncher
easy-to-learn and easy-to-use software designed to assist professionals and their clients in the difficult decision of whether to retain or sell an existing life insurance policy.

Charitable Financial Planner 2008.00 Now Available
Charitable Financial Planner is loaded with powerful graphs, easy-to-follow numbers, and will streamline and quicken decision making.
> Read More

^NEW 
Retirement Plan Analyzer 2007.04 (formerly the Pension & ROTH IRA Analyzer)
An ideal tool for accountants, attorneys and pension consultants to evaluate pension/profit sharing plan distribution strategies.