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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