Combined with the most robust estate tax calculator available, BNA Estate & Gift Tax™ Planner allows you to create accurate, professional, and compelling estate plans and presentations for your clients, no matter how large or complex the estate. BNA Estate & Gift Tax™ 706 Preparer makes filing estate tax returns a quick, accurate, and cost-effective process, enabling you to file confidently and on time. BNA Estate & Gift Tax™ 709 Preparer simplifies gift tax form preparation, saving you time and effort while ensuring accuracy.REQUEST SALES CALL
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 BNA 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.
Bloomberg BNA also offers industry-leading support with free, unlimited telephone technical support (800.424.2938) from knowledgeable subject matter and technical experts.
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