Tax Rate Evaluator: A Graphical Calculator for Tax Planning, 2016 Edition

  • $159.00-$199.00
    Tax Rate Evaluator: A Graphical Calculator for Tax Planning, 2016 Edition Online Access Product #: PTX1601M
    AICPA Member: $159.00
    Non-Member: $199.00

Since the enactment of the American Taxpayer Relief Act (ATRA), America has shifted from a two dimensional tax system to a multi-dimensional tax system. Long gone are the days when practitioners only had to consider the regular income tax brackets and the Alternative Minimum Tax (AMT). Today, practitioners must also consider the 3.8% net investment income tax (NIIT) and the additional brackets for high income taxpayers.

With the Tax Rate Evaluator software, see the full impact of the multi-dimensional tax system on your client.

Simply enter the client’s actual or estimated financial information and the rest is done for you. The “Annual Tax Rate Evaluator,” “SID,” and “Annual Graphs” provide the tax analysis for one year. The “15-Year Projection,” “15-Year Summary,” and “15-Year Graphs” provide the projected tax analysis over the next 15 years. The “IRA Distribution Calculator” shows the IRA distributions clients will receive over their lifetime. The “Gain Harvesting Calculator,” “Loss Harvesting Calculator,” “Social Security Module,” and “3.8% Surtax Module” help you apply the latest planning ideas to the new reality.

The Tax Rate Evaluator includes the following modules:

  1. Annual Tax Rate Evaluator
  2. "SID"- Strategic Income Diagnostician
  3. Annual Graphs
  4. 15-Year Projection
  5. 15-Year Summary
  6. 15-Year Graphs
  7. Gain Harvesting Calculator
  8. Loss Harvesting Calculator
  9. IRA Distribution Calculator
  10. Social Security Module
  11. 3.8% NIIT Surtax Module

The calculators are designed for planning, and should not be used for tax filing purposes.


PFP and Tax Section Members qualify for an additional 10% discount.

When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout.

System Requirements

About the Authors

Matthew D. Brehmer, JD, CPA

Peter J. Melcher, MBA, JD, LLM

Robert S. Keebler, CPA, MST, AEP (Distinguished)

Stephen J. Bigge, CPA, CSEP

Tyler J. Schuelke, CPA, MST

About the Publisher


About the AICPA The American Institute of CPAs is the world’s largest member association representing the accounting profession, with more than 412,000 members in 144 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialty credentials for CPAs who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. Through a joint venture with the Chartered Institute of Management Accountants, it has established the Chartered Global Management Accountant designation, which sets a new standard for global recognition of management accounting.

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