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ERM
Name
(Required)
First
Last
Date of Preperation
MM slash DD slash YYYY
Date of Implementation
MM slash DD slash YYYY
State of Residency - primary
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
DC
Martital Status
Single
Married Filing Jointly
Married Filing Separately
Estimated Taxable Income (Federal)
$0 - $20,000
$21,000 - $80,000
$81,000 - $172,000
$173,000 - $330,000
$331,000 - $419,000
$420,000 - $629,000
$630,000 - $5,000,000
Interest/Growth Rate
4%
5%
6%
7%
8%
Federal Marginal Income Tax Rate
State Marginal Income Tax Rate
Combined marginal income tax rate
Federal Capital Gains Rate
Δ
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