Advanced tax planning

NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.

Advanced tax planning

NaviPlan is built upon the most detailed tax calculation engine in the financial planning market, allowing advisors to provide accurate tax forecasts from the most basic retirement scenarios to high-net-worth estate scenarios.

Precise planning modules

The advanced planning modules offered in NaviPlan – equity compensation, business planning, and estate planning – allow advisors to model tax-efficient strategies to fulfill any client objective.

Timely tax updates

NaviPlan stays up-to-date with the latest federal and state tax legislation so you can be confident in the accuracy of your advice.

Latest update | NaviPlan 21.0

Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.

Read the release details


Related resources for financial advisors

Discover how advisors can serve the unique tax needs of their clients and how to take advantage of tax opportunities with NaviPlan.


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