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 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 & Gift Tax Planner just got better with an expanded Quick Start Wizard and Microsoft PowerPoint slideshow presentations. Now is the time to expand your estate planning practice with BNA Software - start using the most proven planner in the business!

The landmark 2001 federal tax law changes had far-reaching repercussions for estate tax planners and their clients. BNA Software analyzed and applied these sweeping tax changes and incorporated them into a single, powerful solution. One that provides the sophisticated features you want with the flexibility to override the sunset provisions of EGTRRA or calculate state taxes using pre-EGTRRA law.

  • Projects multiple estate planning situations, quickly performing what if analyses to ensure minimum tax exposure and maximum wealth preservation
  • One comprehensive program manages complicated situations, including interrelated marital or charitable calculations, charitable trusts, GST transfers, gifts and more in any plan
  • Calculates minimum distributions from retirement plans
  • Frequently updated for changes in state laws
  • Update anytime online with automated interim Web downloads
  • Paints a clear picture of client tax savings and estate situations with easy-to-understand predefined and custom graphs, illustrates the disposition of the gross estate with customizable flowcharts
  • Shows clients the consequences of not planning with comparative PowerPoint slideshow presentation

Other Applications

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

"BNA Estate & Gift Tax™ Planner" 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: