Cut Through Complexity.
You’re the go-to expert for your clients’ complex, technical, and legal issues. Estate and gift tax law is no exception. Professional software from Bloomberg Tax Technology makes your job easier by enabling you to easily handle estate plans, presentations, and form preparation for your clients — no matter how large or complex the estate.
"The Estate & Gift Tax Planner makes it easier for my clients to understand the tax savings they can enjoy by implementing the estate planning techniques I recommend to them."
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For the first time, the IRS has clearly defined and expanded upon what tax attorneys, CPAs, and enrolled agents should take into consideration when facilitating cross-border gifts to foreign charities.
Understanding your clients’ charitable giving goals is vital to successful estate tax planning.
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