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“An indispensable tool in my practice: powerful, easy to use, and great for ‘what if’ planning. And it keeps getting better and better.”

Lawrence P. Katzenstein,
Thompson Coburn LLP

BNA Estate & Gift Tax Planner: Comprehensive Estate Tax Calculations

The Gold Standard in Estate Tax Planning Software

You can rely on Bloomberg BNA for continuous monitoring and implementation of federal and state law changes (including decoupling). Combined with the most robust estate tax calculator available, BNA Estate & Gift Tax™ Planner allows you to create accurate, professional, and compelling estate plans and presentations for your clients, no matter how large or complex the estate. Simply put, BNA Estate & Gift Tax Planner is the industry’s gold standard in estate tax planning software, bar none.

Powerful, Current, Comprehensive Estate Tax Calculations

  • Calculates federal and state estate and inheritance taxes from 1987 forward
  • Includes complex, interrelated calculations for marital, charitable, and state deduction including interrelated residue calculation
  • Integrated support for interrelated, marital, charitable, charitable trusts, GST, and more
  • Handles calculations for states that “decoupled” from changes to the federal estate tax brought about by Economic Growth and Tax Relief Reconciliation Act (EGTRRA); lets you calculate state estate or inheritance taxes for years before or after the EGTRRA law change
  • Web updates keep the estate planning software current with the latest tax information
  • Direct links in the program provide seamless integration between planning and research through links to the renowned BNA Tax Management EGT Web Portfolios (available to BNA Tax & Accounting subscribers only)
  • Bloomberg BNA’s renowned tax expertise is built into the product, giving you the confidence that your results are accurate and current

Multiple Scenario Planning To Reduce Estate Taxes

  • 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
  • Easy-to-use worksheets and intuitive worksheet lists with integrated Help
  • One-click functions such as "reverse the order of death"

See Full List of Features (PDF) »

Professional Estate Tax Planning Presentation Tools

  • Template-based PowerPoint presentations help you explain the value of estate planning and key concepts
  • Powerful visual representation of assets through graphs and charts
  • Flowcharts show asset distribution down to the breakdown of the family share

View a Sample Presentation (PDF) »