For the most accurate, professional, and compelling estate plans and presentations, BNA Estate & Gift Tax™ Planner is the industry’s gold standard. Easy to use, BNA Estate & Gift Tax Planner features time-saving conveniences that help you work more efficiently. BNA’s renowned tax expertise is built into the product, giving you the confidence that your results are accurate every time. With BNA Estate & Gift Tax Planner, you can increase your revenue, expand your client base, and deliver the expert, professional planning that ensures client satisfaction.
- Easy to use – Wizards help you create preset or custom
scenarios and presentations quickly and efficiently
- Accurate, rock-solid calculations – Continuous monitoring and implementation
of federal and state law changes (including decoupling) ensures you’re using the
most current and accurate software
- Powerful, professional presentations – Reports, graphs,
flowcharts, and PowerPoint® presentations (including a Presentation Library
containing over 200 slides) help clients understand planning concepts, see the
impact of strategies, and make informed decisions
- Direct link to tax expertise – Providing seamless integration
between planning and research, BNA Estate & Gift Tax Planner features links
to the renowned BNA Tax Management EGT Web Portfolios (available to BNA Tax
Management subscribers only)
- The Leading Solution – BNA
Estate & Gift Tax Planner is the gold standard in estate planning software,
relied upon by thousands of professionals across the U.S.
- BNA Expertise – Tax planning
is an area of dedicated focus and expertise for BNA Software – an invaluable assurance when dealing with high net worth wealth transfer
-
Top-Rated – The CPA
Technology Advisor gives BNA Estate & Gift Tax Planner five stars – the
highest rating available
Comprehensive Calculations
- Calculates federal and state estate and inheritance taxes from 1987 forward
- Includes complex, interrelated calculations
- Integrated support for interrelated, marital, charitable, charitable trusts, GST transfer, and more
Simplified Data Entry
- Easy-to-use worksheets and intuitive worksheet lists with integrated help
- Planning for three different estate situations with simple "what-if" planning tools
- At-a-glance view of multiple worksheets at once to see how different situations affect the bottom line
- One-click functions such as "reverse the order of death"
Presentation Tools
- Template-based PowerPoint presentations help you explain the value of estate planning
- Powerful visual representation of assets through graphs and charts
- Flowcharts show asset distribution down to the breakdown of the family share
Up-to-Date Information
- Web updates keep the software current with the latest tax information
"An indispensable tool... and it keeps getting better."
Lawrence P. Katzenstein
Partner, Thompson
Coburn LLP
Five-Star Rated by The CPA Technology
Advisor
“The BNA Estate & Gift Tax Planner offers comprehensive
planning capabilities for 706 and 709 planning…The program offers an exceptional
set of reliable, interrelated calculations that post in real-time to assist the
professional in planning multiple scenarios for the client.”
BNA Software offers world-class customer support, staffed
with knowledgeable product and tax experts ready to assist you with your BNA
Estate & Gift Tax solution. As a BNA Software customer, you’ll receive free,
unlimited, telephone technical support.
In addition, you’ll gain access to free downloadable program
updates, frequently asked questions, and other helpful information in the
Support area of this Website.
Go to BNA Estate & Gift Tax Planner Customer Support
»
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