Give your clients accurate, professional, and compelling estate plans and presentations, and comply with 706 and 709 filing requirements.
Create sophisticated estate tax plans and presentations for your clients that help them minimize their tax obligations. The simple interface with on-screen access to worksheets and easy-to-use planning tools makes it easy to develop multiple cases with different planning strategies within each case.
Make filing estate tax returns quick, accurate, and cost-effective, enabling you to file on time and, just as importantly, with confidence. A BNA 706 Preparer exclusive – two years of calculations – lets you finalize IRS Form 706 due in the current form year and start work on returns before the next form release – a great advantage when dealing with high volume or complicated estate tax returns.
Simplify accurate gift tax form preparation while saving time and effort. You’ll complete returns faster and with greater confidence, while streamlining and improving client communications with automated letters and reports about your clients' gift tax return.
Gain the knowledge and skills you need to make fast, optimal use of your Estate & Gift Tax™ software with NASBA-CPE accredited, Web-based training classes. Our curriculum is taught by CPAs and domain experts with specialized knowledge in tax accounting and planning.
As a Bloomberg Tax software products customer, you receive unlimited technical support (800.424.2938) throughout your license term. Our world-class customer support is staffed with knowledgeable, on-site Bloomberg Tax employees (many of whom are attorneys and CPAs). You’ll find them courteous and readily available with both program expertise and an understanding of the real-world tax and accounting issues you’re facing.
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This Bloomberg BNA report is available on standing order, which ensures you will all receive the latest edition. This report is updated annually and we will send you the latest edition once it has been published. By signing up for standing order you will never have to worry about the timeliness of the information you need. And, you may discontinue standing orders at any time by contacting us at 1.800.372.1033, option 5, or by sending us an email to firstname.lastname@example.org.
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