Income Tax Planning Resources
Welcome to the Income Tax Planning section of the BNA Software Resource Center. Here you'll find information about issues that impact the areas of professional income tax planning for individuals.
White Papers & Resource Guides
Best Practices for Distribution Planning in Retirement
Recently, interest in the distribution phase of retirement has increased as the large baby boomer generation becomes eligible to retire. Find out how to efficiently create the most beneficial retirement income stream for your clients.
Download Now: Best Practices for Distribution Planning in Retirement »
Getting a Handle on Tax Credits and Tax Deductions
When developing tax planning strategies, it is essential to understand the differences between tax deductions and tax credits. This will enable you to help your clients reduce their tax liability and take advantage of available tax breaks. This resource guide explains the tax credits and deductions available for 2011.
Download Now: Getting a Handle on Tax Credits and Tax Deductions »
Navigating the Maze of the Alternative Minimum Tax System
Determining the best tax strategies to deal with Alternative Minimum Tax (AMT) deduction and credit adjustments is no easy task. This quick resource guide provides insight into many AMT questions for both taxpayers and preparers and shows how BNA Income Tax™ Planner can help you navigate through the sometimes confusing AMT maze.
Download Now: Navigating the Maze of the Alternative Minimum Tax System »
Roth IRAs: What Your Clients Need to Know
Roth IRAs have certain advantages as well as disadvantages over a traditional IRA account. You need to understand both so that when a client is trying to decide whether or not a Roth IRA is right for them, you can offer them sound advice.
Download Now: Roth IRAs - What Your Clients Need to Know »
On Demand Webinars
Grow Your Business and Improve Client Retention with Enhanced Tax Planning Visibility
Why get bogged down creating, comparing, and analyzing what-if scenarios? Find out how to expertly handle simple to complex tax scenarios while broadening tax planning client visibility with BNA Income Tax Planner software.
Listen Now »
BNA Income Tax Planner and the 2010 Tax Relief Act
Get a concise summary of the key changes in the 2010 Tax Relief Act impacting individual income tax planning and learn how BNA Income Tax Planner gives you the foundation for the most accurate, up-to-date income tax plans so you can advise your clients with confidence.
Listen Now »
BNA Income Tax Planner Customer Success Stories
20 Years and Counting: Seeing Trends with BNA Income Tax Planner
Modeling multiple case scenarios, providing multi-year projections, and quickly revising estimated tax payments throughout the year. These are just some of the tasks Bernadette Schopfer is able to nimbly accomplish with her BNA Income Tax™ Planner software. However, there’s one thing she values most of all.
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Sher & Co Provides Clients with Fast and Accurate Tax Projections Using BNA Income Tax Planner
Find out how Charles J. Sher Jr. uses income tax planning software to grow his client base while still providing the in-depth analyses and swift projections and responses his customers have come to expect.
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BNA Income Tax Planner Videos
BNA Income Tax Planner Product Demo »
Handling estimated taxes and nonresident taxes with BNA Income Tax Planner »
Handling the alternative minimum tax and the minimum tax credit with BNA Income Tax Planner »
Bridging data between Lacerte Tax Software and BNA Income Tax Planner »
Bridging data between ProSystems fx Tax and BNA Income Tax Planner »
Bridging data between UltraTax CS Tax and BNA Income Tax Planner »
BNA Income Tax Planner Product Information
BNA Income Tax Planner Software »
Tax Legislation Updates
2010 Tax Relief Act and the Effect on Individual Tax Returns »
