Stay Ahead of Regulatory Shifts With Year-Round Tax Planning


Income Tax Plannerā„¢ Web allows you to confidently and securely tackle complex tax planning scenarios anytime from anywhere, while working with the latest federal and state tax law. Now you can reduce liabilities and present the most advantageous strategies to your clients all year round.

  • Increase efficiency with automatic calculations, such as Section 199A, the Net Investment Income Tax, and Excess Business Loss Limitation.
  • Accurately project estimated tax payments, capital gains, AMT, and taxes for resident and multiple nonresident states.
  • Improve client visibility with what-if planning, side-by-side, and multiyear comparisons up to 20 years.
  • Expertly model complicated tax transactions, from investment losses to real estate sales.

The tax reform story continues to play out. Get a free 7-day trial of Income Tax Planner Web to see for yourself. Then take $100 off your purchase. Free two-hour CPE-accredited training comes with each license, a total savings of up to $300.*

*Offer available to new customers only with purchase by December 31, 2019. Some restrictions apply.

For more information about Income Tax Planner, please call 800.424.2938 or contact your Bloomberg Tax & Accounting Representative.

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