Income Tax Planner Trial

Accurately plan the best course of action for your client’s tax, investment, and retirement planning with in-depth analysis and comparison of side-by-side scenarios.

And with the latest tax laws and expert guidance built-in, Income Tax Planner helps you streamline your process and stay ahead of regulatory changes throughout the year.

  • Run multiple “what-if” scenarios side by side for up to 20 years to determine the best long- and short-term saving strategies
  • Create the most accurate tax projections for quarterly, year-end, and multiple years
  • Model complicated tax transactions for resident and multiple nonresident states
  • Increase efficiency with accurate, comprehensive calculations, such as Section 199A, the Net Investment Income Tax, and Excess Business Loss Limitation

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