Corporations & Trusts

Pro corporation and family trust modelling, tax pools, and related workflows.

4 articles

Understanding Corporations and Trusts in PlanworthUnderstand where corporations and family trusts appear in a Pro Evaluation and Financial Insights scenario.

How to add a corporation or family trustReview corporation or family trust options and visible fields when they are shown in an Evaluation.

Understanding CDA, ERDTOH, and NERDTOHReview corporate tax-pool values in Planworth without treating projected values as tax records or advice.

How to review family trust information and planning controlsReview family trust inputs and scenario controls without treating a projection as tax or legal advice.