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.

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 calculations. Plus, everything you need - prior year gift rollover, import spousal split gifts, continuation schedules, an editable client letter, and more - is built right into the program. The BNA 709 Preparer is an automation solution you can always count on, year after year.

  • See all items relating to a return as you work - the official forms, data entry fields, diagnostic messages - as well as a dynamic list of the return’s forms and attachments
  • Use the exclusive Smart Data Entry system to save time and keystrokes as it guides you through IRS Form 709, and lets you enter information for each gift and donee just once
  • Use the Donee Worksheet to quickly enter donee information all in one place - then easily retrieve and apply it for each gift
  • Make disclosures, elections, comments using blank attachments or on-screen sticky notes
  • Calculate split gifts swiftly and accurately with automatic posting of gift information and direct import of split gifts from the spouse’s 709 return

Other Applications

The following applications are designed to work hand-in-hand with BNA Estate & Gift Tax™ 709 Preparer:

"BNA Estate & Gift Tax™ 709 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: