Updated Articles

  1. Part Two: Forecasting Effective Tax Rates While the Client is in retirement and before Social Security Disbursements

    This is the second part of a four-part article on the Cash Flow and Tax Advisor Calculator. This tool can assist you in determining the effective tax rate for each year within your financial plan. It also includes a worksheet to differentiate bet...
  2. Part One: Forecasting Effective Tax Rates While the Client is working

    This is the first part of a four-part series describing the cash flow and tax advisor calculator feature. This tool can assist you in determining the effective tax rate for each year within your financial plan. It also includes a worksheet to dis...
  3. Downloading a 1040 Sample Tax Form

    A valuable feature of SIPS is the ability to download a sample 1040 form directly from the Cash Flow and Tax Advisor landing page. Below are the step-by-step instructions for downloading a sample 1040 sample form. To learn more about the Cash ...
  4. Permanent Deletion of the Individual Columns on the Cash Flow and Tax Advisor Page

    On the Cash Flow and Tax Advisor page, you can permanently delete individual columns after creating and adding a scenario.  Below are the step-by-step directions for permanently deleting the individualized columns on the Cash Flow and Tax A...
  5. Hide/Unhide Feature for the Individual Columns on the Cash Flow and Tax Advisor Screen

    The hide/unhide button located within the columns beneath the client’s name allows users to selectively hide or unhide columns on the landing page for the cash flow and tax advisor screen. This feature would be used if an advisor is creating diff...
  6. Calculate Feature in Cash Flow and Tax Advisor Page

    The Calculate feature on the cash flow and tax advisor page enables SIPS to automatically determine the effective tax rate for your forecasted year. Below are the step by step guidelines for using the Calculate function on the Cash Flow and Tax A...
  7. Add Scenario Feature on the Cash Flow and Tax Advisor Page

    The Add Scenario button on the Cash Flow and Tax Advisor page is a feature that will add new scenarios to the page.  Below is a step-by-step guideline on how to add a new scenario to the page. To learn more about the Cash Flow and Tax Advisor ...
  8. Hide/Unhide Feature on the Cash Flow and Tax Advisor Page

    On the Cash Flow and Tax Advisor page, you can hide or unhide the tax return column.   This feature would be used if an advisor is creating different tax scenarios and want to control which ones are visible in SIPS and on the printed SIPS report....
  9. Condense/Uncondense Feature on the Cash Flow and Tax Advisor Page

    The condense/uncondensed button on the Cash Flow and Tax Advisor page is a feature that will condense or expand the display of income, expenses, and the income taxes on the page.  This feature enables advisors  to hide unpopulated rows within the...
  10. Editing the Initial Plan Date in a SIPS Plan

    Within your SIPS plan, you can edit your initial plan date. If you change your initial plan date to be more than one year old than the revision date, the older years will be grayed out in your SIPS plan. The grayed-out years are stating that thos...