Frequently Asked Questions

Click here for a search by topic... Click here for a complete list of all the topics with responses... Order Should I order the Personal or Professional Edition If my client has the Personal Edition, how do I as a financial advisor add value to the process? What if I am signed up with the Academy of Financial Divorce Practitioners? Install Software Unable to Start Up Saving Files on a Network Drive How can I get my firm name and firm logo to print on reports? Should I install the Professional and Personal editions on the same PC? How can I use the software on two PCs, one at work and one at home? How can I send files between my home and work computers? How can I restart the trial period? How do I enter a new KeyCode? How can I download the latest revision of the software? How can I send and receive files via e-mail or floppy disk? I can not find the software How can I change the screen resolution? How can I Remove Family Law Software from my hard drive? Contact Us How Can I E-Mail You a Client File? In More Detail, How Can I E-Mail You a File from Outlook? Printing How can I create a PDF file of a Family Law Software Report? Send_Files How Can I Send a Data File To Another Person? How Can I Move a Data To Another Computer? How Can I Get Files from my Assistant Who Works Off Site? Data Entry Where Do I Enter Tax Withholding or Estimated Tax Payments How can I specify that all available income will be spent? How can I enter an interest-bearing buyout or property settlement that will occur over a period of years? How can I show that one spouse will keep real estate (for example) in exchange for $100,000 in cash and securities (for example)? The debt amortization does not look right, why not? How do I show expenses being reduced as children become emancipated? Where are bank accounts and cash in the program? How do I show a business ending when the client retires. How do I enter a business buyout note? Where do I compute the child support guideline amount? Why aren't my Planner amounts carrying to the child support module? Does the data flow between Planner, Arrears, Pension and Calculator modules? Does the Child Credit calculation stop automatically when the child turns age 17? How can I handle deferred compensation? With Liquidations, Why Is Accumulated Savings Not Zero? Client Data I can't find the client file on my computer Are there blank data sheets in the Planner that I can print for clients? Children Can I enter "Shared Custody" in the Planner? How Can I Show Reductions of Child Support? Investment Are "Investment Assets" different than "Financial" investments? How does the software show compounding of reinvested income? Why is the investment return on accumulated savings "after-tax"? How should I deal with the exercise of stock options? What value should I give to unvested stock options? How can I enter Annuities from an Insurance Company? How can I enter capital loss carryforwards? If one spouse is paying off another for his or her share in marital property, should this one-time cash payoff be listed under Investments? Living Expenses How do I show itemized deductions? How do I show all itemized deductions as a single number? IRA How can I calculate the separate property portion of an IRA? Pension Do you calculate defined benefit pension valuations for joint lives? What mortality tables to you use for defined benefit pension valuations? In estimating the benefit, what if "percent of compensation" has two levels? In estimating benefit, what if the plan uses a percentage of most recent monthly, not annual compensation? How are Pension Present Value and pension payments coordinated? What Interest Rate Do You Use? What If the Pension Payments Decline? Real Estate How Do I Indicate That A Real Estate property Will Be Sold? What is the Price at which a Real Estate Property Will Be Sold? What if Part of the Home Was Rented Before Sale? How Do I Handle Depreciation Recapture? How Can I Reflect a Buy-Out of the Home? What if a Refinancing is Buying Out Separate Property? What if One Spouse Has Contributed to the Downpayment? How are Home Sale Proceeds Reflected? What if a Home Sale is being Used to Fund a Downpayment? How Can I Specify That Parties are Sharing the Cost of the Mortgage? Should I Enter the Property As Real Estate or Cash & Investment? Social Security The Social Security amount seems off. Why? Why is the Social Security amount less than the amount I entered? What If A Spouse Is Going To Take Half The Other Spouse's Social Security? Taxes Why would taxes for guidelines be different than "actual" taxes? Reports What are the Summary Totals Spreadsheet numbers? How can I get reports and graphs into PowerPoint? "What If" How Can I Split Alimony Savings Between the Parties? State Specific Pennsylvania Child Care - Should Obligor Payee Get a Reduction