Create Compelling Estate Plans

Create accurate, professional, and comprehensive estate plans and presentations for your clients, no matter how large or complex the estate. Simplify preparation and handling of calculations for the 706 Form and related federal forms. Complete 709 federal gift tax returns faster and with greater confidence.

Estate & Gift Tax Planner

As the industry’s gold standard in estate tax planning software, Estate & Gift Tax Planner makes it easy to develop innovative strategies. It helps clients minimize their tax obligations and achieve their financial goals. You can confidently deliver the expert planning necessary to attract and retain high-net-worth clients and elevate your practice to the highest level.

Streamline estate tax planning

With built-in federal and state tax law expertise, Estate & Gift Tax Planner gives you the utmost confidence in your plans. Save time by streamlining the estate tax planning process.

  • Plan for up to three estate situations with simple “what-if” planning
  • Simultaneously view intuitive worksheets to assess impact on bottom line
  • Minimize your clients’ tax burden and help them retain wealth
  • Take advantage of professional client presentation tools for estate tax planning

Accurate and up-to-date calculations

Estate & Gift Tax Planner gives you powerful, up-to-date estate tax calculations. Web updates keep the estate planning software current with the latest tax and rate information.

  • Calculates federal and state estate and inheritance taxes from 1987 forward
  • Includes complex, interrelated calculations for marital, charitable, and state deduction including interrelated residue calculation
  • Supports interrelated, marital, charitable trusts, GST, and more
  • Handles calculations for states that “decoupled” from changes to the federal estate tax brought about by the Economic Growth and Tax Relief Reconciliation Act (EGTRRA); lets you calculate state estate or inheritance taxes for years before or after EGTRRA

Estate & Gift Tax 706 Preparer

Automate IRS Form 706 preparation with Estate & Gift Tax 706 Preparer. It makes filing estate tax returns, including amended returns, faster and more accurate. File with confidence, on time, while preparing the next year’s form using our exclusive ability to calculate a year in advance for high volume or complex returns.

Efficient estate tax return preparation

Estate & Gift Tax 706 Preparer has a smart data entry system, automatic calculations, and valuation data import capabilities that help you complete forms and schedules quickly and confidently.

  • Intuitive, user-friendly entry screens guide you to automatically fill in appropriate schedules
  • Use favorite features such as cut-and-paste, spell-check, and sticky notes
  • Easy right-click access to line-by-line IRS instructions, help, and diagnostic tools
  • Ability to import securities data from valuation programs such as EstateVal and APPRAISE
  • Customizable templates and return sets that include predetermined forms, schedules, and reporting options
  • Includes automatic update of Section 7520 rates

Unmatched calculation engine

With Estate & Gift Tax 706 Preparer, you can rest assured that calculations are accurate and up-to-date. A smart data entry system, automatic calculations, and valuation data import capabilities help you complete forms and schedules quickly and confidently.

  • Federal estate tax calculations and state estate tax calculations
  • Complex estate tax calculations including interrelated marital and charitable deductions, split interest charitable trusts, CLAT/CRAT, CLUT/CRUT, and pooled income funds
  • Handles zero federal tax

Estate & Gift Tax 709 Preparer

With Estate & Gift Tax 709 Preparer, you’ll complete returns faster and with greater confidence. By using automated letters and reports about the client’s gift tax return, you’ll streamline and improve client communications.

Cut through complexity

Simplify gift tax form preparation with Estate & Gift Tax 709 Preparer. Save time and effort while ensuring greater accuracy.

  • Intuitive and user-friendly entry screens guide you through the form, automatically filling in appropriate schedules
  • Access to favorite features such as cut-and-paste, spell-check, and sticky notes
  • Easy right-click access to line-by-line IRS instructions, help, and diagnostic tools
  • Ability to import the prior year’s data, transferring to supporting forms as necessary
  • Automatic allocation of annual exclusions, with reporting that shows how the limitation is applied when there are multiple gifts or large gifts
  • Customizable user preferences let you create templates and return sets that include predetermined forms, schedules, and reporting options

709 Preparer calculations

Confidently file complete gift tax returns, knowing that your gift tax calculations are accurate and up-to-date.

  • Calculates split gifts accurately with automatic posting of gift information and direct import from a spouse’s 709 return
  • Automatic support for marital deduction
  • Supports generation-skipping transfers (GST)

Training and support

Get up to speed and be immediately productive with program tutorials. Or sign-up for our NASBA-CPE-accredited training classes.

As a Bloomberg Tax & Accounting customer, you receive free, unlimited technical support throughout your license term. Our world-class customer support is staffed with knowledgeable, on-site Bloomberg Tax & Accounting employees (many of whom are attorneys and CPAs). You’ll find them courteous and readily available with both program expertise and an understanding of the real-world tax and accounting issues you’re facing.

Customer Support

For more information about Estate & Gift Tax Planner, 706 Preparer, or 709 Preparer, please call 800.424.2938, or contact your Bloomberg Tax & Accounting Representative.

 

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