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BNA Estate & Gift Tax Suite

A multi‑module management system designed by Bloomberg BNA for accounting/legal/professional and finance & insurance companies.
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Grow your practice and work more efficiently with the most powerful estate and gift tax planning and preparation tools available - The BNA Estate & Gift Tax Suite. Incorporating the most recent state and federal tax law changes. BNA Software provides the expertise, calculations, and support you need to competently meet your client’s needs.

Functionality Modules

BNA Estate & Gift Tax™ Planner For more than 15 years, BNA Estate & Gift Tax Planner has helped practitioners convince potential clients of the importance of good estate tax planning. The BNA Estate…

BNA Estate & Gift Tax™ 709 Preparer With the BNA 709 Preparer, filling out IRS Form 709 is quick and easy. Just enter the data and the program automatically completes the on-screen form and handles the…

BNA Estate & Gift Tax™ 706 Preparer For practitioners who handle the preparation of IRS Form 706 (or wish they could!), the BNA 706 Preparer is a natural. The Smart Data Entry System not only simplifies filling…

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