New Tax Rules? We Got You Covered

Tax Resources at Your Fingertips With the Tax Guide App

Access important tax rates, reference tables and Social Security information on the go with our Tax Guide App. Based on our popular tax reference sheet, the app includes the same valuable tables with the addition of easy-to-use tax calculators to help you evaluate specific scenarios for your clients. Our 2020 Tax Guide App includes updated indexed numbers.

Tax Calculators

For RMDs, marginal tax rates, estate tax liabilities, deductibility of IRA contributions and more

Reference Tables

For income tax brackets, AMT exemption amounts, estate tax rates and exclusions, IRA, pension plan limits and more

Social Security

Information including loss of benefits and taxation of benefits calculators

Download the Tax Guide App Today

Stay up to date on important tax rates and information that can help you guide your clients through different tax scenarios. Our Tax Guide App is available for download on iOS and Android mobile devices.

About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".

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