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Preview the new BNA Estate Tax Planner
The Gold Standard in estate planning software just got better!

Join the thousands who are already benefiting from:

  • Faster Planning through simplified data entry
  • Peace of mind that calculations are comprehensive accurate
  • Satisfied clients and increased business by applying the integrated presentation options for professional client communication


"An indispensable tool... and it keeps getting better."


Lawrence P. Katzenstein
Partner, Thompson Coburn LLP
See Product Details:
• Calculates federal and state estate and inheritance taxes from 1987 on
• Projects multiple estate planning situations and performs what-if analyses to ensure minimum tax exposure and maximum wealth preservation
• Manages such complicated situations as marital or charitable calculations, charitable trusts, GST transfers, and more, in one comprehensive, integrated program
• Produces large assortment of polished presentation pieces that reflect actual client data
Practice-enhancing Features Help You Work Smarter …
• Numerous Wizard-assisted functions help you create preset or custom scenarios and presentations quickly and efficiently
• Rock-solid, dependable calculations support any level of customization you want. Calculations are seamlessly integrated, allowing for flexible what-ifs
• Professional Summary Report, graphs, flowcharts, and PowerPoint® presentations (which can be supplemented with slides from the new 200+ slide Presentation Wizard Library) help clients understand planning concepts, see impact of strategies, and make informed decisions
• Continuous monitoring and implementation of federal and state law changes (including decoupling) give you the most current and accurate estate planner on the market
• Direct links to the renowned BNA Tax Management EGT Web Portfolios provide seamless integration between planning and research (feature available to BNA Tax Management subscribers only)
• Time-saving conveniences like the software’s ability to itemize assets and categorize them by schedule facilitate your work
• Backed by BNA’s tax expertise, prompt and reliable updates, and #1 technical support!
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Product Specifications
Download BNA Estate & Gift Tax Planner specifications in PDF format.
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Payment of Estate Tax in Installments
Tax Court changes the security requirement for making a Section 6166 election.
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FREE WEB SEMINAR!
Sign-up for a free no-obligation web seminar to help you evaluate BNA Estate Tax Planner. Call 800-424-2938 (option 3) for details.
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Alternate Valuation Date
Final regs make the election easier
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