Estate & Gift Tax Planner™
Deliver professional estate plans
Help your clients minimize tax obligations and maximize what they leave behind. No matter how large or complex the estate, Estate & Gift Tax Planner makes accurate estate tax planning easy. Built-in tax knowledge, automatic calculations, time-saving projections, and visually compelling presentations help you show clients exactly how to achieve their financial goals.Attend a Demo
Combine your knowledge of client goals with Bloomberg Tax’s renowned tax expertise to prepare and recommend strategic plans. Attract and retain clients with detailed tax projections.
- Rely on accurate federal estate and state death tax calculations from 1987 forward
- Plan for different factual situations with side-by-side, "what-if" case analyses
- Explore how different tax strategies affect the bottom line with thorough, easy-to-use worksheets and planning tools
- Use one-click access to Bloomberg Tax's Estates, Gifts, and Trusts Portfolios (for Portfolio subscribers only)
Help Clients Achieve Charitable Aspirations with Proactive Estate Tax Planningview now
No more manual entry or worrying whether calculations are consistent with the latest federal and state tax laws. It’s all built in, up-to-date and ready for you to use to create clear and thorough plans.
- Streamline data entry with Analysis Wizard templates
- Create projections in minutes for federal estate tax, state death taxes, and net “family share” after tax
- See the complex interplay of sophisticated planning techniques including interrelated marital and charitable deductions, gifts, and generation-skipping transfers
The 2017 Federal Tax Overhaul Led by RepublicansRead More
Let your expertise shine through with comprehensive, easy-to-understand presentations and outputs. Clients will see and appreciate the value of your services as you guide them through a visual representation of your recommendations and analysis.
- Generate impressive and customizable flowcharts and graphs
- Produce polished reports and summaries for key focus areas such as liquidity, gift taxes, and retirement distributions
- Use our Wizard Slide Library of over 200 professional Microsoft PowerPoint slides for complete presentations
“The Estate & Gift Tax Planner is the leader in estate tax planning ... the program really gets the job done and gets it done fast.”
Training and Support
Get up to speed with our NASBA-CPE-accredited training classes for Estate & Gift Tax Planner.
Free, unlimited technical support helps you succeed and get the most out this powerful tool. Staffed with knowledgeable, on-site Bloomberg Tax employees (many of whom are attorneys and CPAs), our world-class customer support provides both program expertise and an understanding of the real-world tax and accounting issues you’re facing.
To sign up for a live product demonstration of Estate & Gift Tax Planner™, complete the form below.
Thank you for registering to attend a product demo. A Bloomberg Tax Technology representative will contact you with login information for the online product demonstration.
Questions? Contact us at 800.424.2938
To try Estate & Gift Tax Planner™ free for 30 days, complete the form below.
You will receive an email with instructions to download your free 30-day trial.
Questions? Contact us at 800.424.2938
Charitable giving is on the rise. Complete the form to read this white paper today to learn how to help your clients meet thier goals.
Thank you for registering to download the white paper, Help Clients Achieve Charitable Aspirations with Proactive Estate Tax Planning. Download today.
Please call us at 800.424.2938 if you have any questions. One of our Bloomberg Tax Technology sales specialists will be happy to assist you.