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Tiger Tables 2016

Tiger Tables 2016 is now available!

St. Louis attorney Larry Katzenstein's Tiger Tables will calculate a wide variety of actuarial factors and estate planning techniques. Tiger Tables 2016 has a number of new features you will want.  Click on one of the links at the left on this page to download a free demo or to order Tiger Tables.

Barring major tax law changes, this will be the last update until 2019 when the mortality assumptions will again be updated by the IRS. 

What’s new in Tiger Tables 2016?

1.  Prior Gift Recalculator.  You’ll want to get Tiger Tables 2016 just for this feature!  In calculating how much a client can give away in the current year, exemption used and gift tax paid on all prior years’ gifts must be recalculated using current year rates.  Tiger Tables makes this easy---just enter by year all prior taxable gifts and the program will tell you in a flash how much can be given in the current year without incurring gift tax.  The Prior Gift Recalculator will also produce the prior gift worksheets used in the gift and estate tax returns.  Since writing this part of the program, I have found it invaluable in my own practice.

2.  Net Gifts have been added. 

3.  Net, Net Gift calculations have been added.  A net, net gift is a regular net gift with an added feature:  the donee agrees not only to pay the gift tax but also to pay the estate tax on any gift tax brought back into the estate by Code section 2035(b) if the donor dies within three years.  This has been much discussed since last year’s  Steinberg case.  I am not aware of any other software which does this complex calculation.  

4.  Time Value of Money Calculations for a Single Sum.  Solve for any variable:  present value, future value, term or interest rate.

5.  Time Value of Money Calculations for a Stream of Payments.   Solve for any variable:  present value, future value, term, periodic payment amount or interest rate.  The TVM stream of payments calculator has one feature not found in most TVM calculators: you can do the computation even if the payment frequency and compounding frequency are different.

6.  Days between Dates Calculator

7.  Easier-to-use calendar functions in the Nearest Age Calculator. 

A complete list of calculations performed by Tiger Tables follows.  

Cost

The cost of Tiger Tables is only $299.00 for a single user. (Everyone pays this.) If Tiger Tables is installed on a network, the site license fee is an additional $100.00 for each user in excess of one.  A word about upgrades.  Because the program is so inexpensive and because we do not charge an annual fee, we do not offer a reduced upgrade price except to users who purchased the old version.  If you don’t need the added features of Tiger Tables 2016 your current version 2013 should hold you until Tiger Tables 2019. 

System Requirements

Modest. You'll need Windows (no Mac version is available) and about 7 Mgb of space on your hard drive for the download file. The fully installed program requires less.  

Complete list of Tiger Tables 2016 Calculations

 Estate and Gift Planning Tools

Interrelated estate tax calculator (also works if tax not interrelated)
Prior gift recalculator 
Net gifts  
Net, net gifts
Self-Cancelling installment note calculation of interest or principal risk premium
Grantor retained annuity trust (GRAT)
Qualified personal residence trust (QPRT) -- one or two lives
Private annuities
Estate-includible amount of trust with retained annuity or unitrust interest 

Charitable Planning Tools

Charitable contribution of gift of a remainder in a personal residence or farm with reserved legal life estate for one or two lives
Charitable remainder unitrust deduction and factors for from one to ten lives
Charitable remainder unitrust deduction and factors for a term of years
Charitable remainder unitrust deduction and factors for the shorter of a life or lives or a term of years.
Charitable remainder annuity trust deductions and factors for from one to ten lives
Charitable remainder annuity trust deduction and factors for a term of years
Charitable remainder annuity trust deductions and factors for the shorter of a life or lives or a term of years
Pooled income fund contribution deduction and factors for from one to ten lives
Charitable gift annuities for one or two lives
Deferred charitable gift annuities for one or two lives
Charitable lead annuity trust deductions and factors for a life
Charitable lead annuity trust deduction and factors for a term of years
Charitable lead annuity trust deductions and factors for the shorter of a life or a term of years
Charitable lead unitrust deductions and factors for a life
Charitable lead unitrust deduction and factors for a term of years
Charitable lead unitrust deductions and factors for the shorter of a life or a term of years
Shark-fin CLATs
5% probability of exhaustion test for a charitable remainder annuity trust

Actuarial and Probability Values

Annuity, life estate and remainder factors for from one to ten lives
Annuity, term and remainder factors for a term of years
Life expectancy calculations for one or two lives
Value of income or an annuity for a term of X years or until the prior death of a person aged Y
Value of income or an annuity for a term of X years or until the first to die of two persons aged Y and Z
Value of income or an annuity for a term of X years or until the last to die of two persons aged Y and Z
Worth of $1.00 due at the death of a person aged X if the death occurs within Y years (reversion)
Probability of survival from age X to age Y
Probability one person will survive another person
Value at age X of the right to receive $1.00 at age Y
Tables of L(x) mortality values
Value of an income beneficiary's interest in a trust where the beneficiary also holds a 5 and 5 power of withdrawal
Commutation Tables--D-,M-,N- and R-factors
Value of $1.00 at the death of Y if X survives Y

Time Value of Money/Financial Calculators

Amortization tables...also solves for any variable (payment, principal amount, interest rate or term)
Time value of money calculations for a single sum 
Time value of money calculations for a stream of payments

Calendar Functions

Nearest age calculator
Days between Dates Calculator 

 

© 2016 Lawrence P. Katzenstein

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