Feature · what this software actually does
Multi-year tax projection engine
Projects AGI, brackets, NIIT, AMT, IRMAA, and state taxes across 5–10 years with scenario diffs.
assistedSoftware drafts, a person approves.
Vendors that ship this
Leaders
- Corvee
- Holistiplan
Adjacent
- Taxplaniq
- Bloomberg TAX
- FP Alpha
Build vs buy verdict
buy
Multi-year is where tax planning earns its fee. Engines are commoditizing; the table back-catalog is the perpetual lift.
Skills it exercises
Roles that touch it
Where it shows up in the workflow
- Multi-year tax projectionannualProjected AGI, marginal bracket, NIIT/AMT/IRMAA exposures across 5–10 years with side-by-side scenario diffs.
Most relevant for
- HNW
- UHNW
- Family Office
Test yourself · topic quizTuned · Financial Planning
Multiple-choice — different from any drill above.
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