Is BNA Estate & Gift Tax Suite right for your business?

BNA Estate & Gift Tax Suite is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a BNA Estate & Gift Tax Suite demo, technical support, product or pricing information or to simply to compare BNA Estate & Gift Tax Suite with competitive options? Quickly get answers and the information you need.

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 out this form, it bypasses entries rendered inapplicable based on the return’s facts and posts your entries to all appropriate places. Now that’s smart! Plus, unlike basic forms services, BNA automatically handles the complex calculations the 706 form demands, guiding you each step of the way.

  • Computes estate and inheritance taxes effortlessly for the federal return and all 50 states
  • Handles the new tax rates and rules for victims of 9/11
  • Handles complex interrelated marital and charitable calculations with ease
  • Distributes community property assets and deductions
  • Breaks out how each beneficiary’s share is derived on the Beneficiaries Calculation Report
  • Computes many special calculations, including Split Interest Charitable Trusts; Prior Transfers Credit; and many more
  • Keeps Sec. 7520 rates up to date automatically via the Web
  • Shares preparer information with the BNA 709 Preparer, reducing your maintenance hassles
  • Lets you make disclosures, elections, or comments

Other Applications

The following applications are designed to work hand-in-hand with BNA Estate & Gift Tax™ 706 Preparer:

"BNA Estate & Gift Tax™ 706 Preparer" is part of the BNA Estate & Gift Tax Suite line of products, developed by Bloomberg BNA.

Related Products

The following software product lines are also offered by Bloomberg BNA: