SUBSCRIPTION

BNA Estate and Gift Tax Planner Solutions

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
Tax Software

OVERVIEW

Give your clients accurate, professional, and compelling estate plans and presentations, and comply with 706 and 709 filing requirements.  


BNA ESTATE AND GIFT TAX PLANNER

  • Calculates federal and state estate and inheritance taxes from 1987 forward.
  • Includes complex, interrelated calculations for marital, charitable, and state deductions, including interrelated residue calculation.
  • Integrated support for interrelated, marital, charitable trusts, GST, and more.
  • Handles calculations for states that “decoupled” from changes to the federal estate tax brought about by the Economic Growth and Tax Relief Reconciliation Act (EGTRRA); lets you calculate state estate or inheritance taxes for years before or after the EGTRRA law change.
  • Computes Sec. 6166 interrelated interest deduction or deferred payment of estate tax, including special holding company calculation.

REQUEST SALES CALL

BNA 706 PREPARER: ESTATE TAX RETURN SOFTWARE

  • Federal estate tax calculations and state estate tax calculations for all 50 states (including decoupled states) and Washington, D.C. (optional NY state form module available).
  • Complex estate tax calculations including interrelated marital and charitable deductions, split interest charitable trusts, CLAT/CRAT, CLUT/CRUT, and pooled income funds.
  • Zero federal tax handling.


BNA 709 PREPARER: GIFT TAX RETURN SOFTWARE

  • Calculates split gifts accurately with automatic posting of gift information and direct import from the spouse’s 709 return.
  • Automatically supports marital deduction.
  • Supports generation-skipping transfers (GST).


KEY BENEFITS

BNA Estate and Gift Tax Planner

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. 


BNA 706 Preparer: Estate Tax Return Software

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.


BNA 709 Preparer: Gift Tax Return Software

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.


SUPPORT AND TRAINING

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. 


INDUSTRY EXPERTISE

Expert analysis that’s backed by Bloomberg BNA’s trusted team of tax, accounting, and legal analysts. BNA Estate & Gift Tax automatically interprets and applies applicable tax laws, providing comprehensive guidance to help minimize your clients’ state and federal tax liabilities.