Financial Planning/Wealth Management Resources
Welcome to the Financial Planning/Wealth Management section of the BNA Software Resource Center. Here you'll find information about issues that impact the areas of financial planning, retirement planning, estate planning, and more.
White Papers
GRATs: Some Good News in a Bad Economy
Emerging as an excellent tool for transferring wealth to heirs and paying as little as possible in transfer taxes, GRATs are a bright spot in a dim economy.
Download Now: GRATs - Some Good News in a Bad Economy »
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 »
Online Videos
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 »
