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.
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.
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.
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.
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