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 & 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