Release - Deployed 10/24/2015


  • Display the combined effective rate of federal and state
  • Formatting of plan titles
  • Additional reset and undo functionality for firm report customization


  • Error when deleting existing goals
  • Error when state taxes used key dates for the beginning
  • Matrix issue with legacy goals as a variable
  • Historical dates for liabilities
  • Formatting of distribution header and title in SSR plan report
  • Refresh issue with new, copied, and renamed plans
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