Bloomberg BNA

BNA Income Tax Planner

Offering the most comprehensive planning features available, BNA Income Tax™ Planner helps you efficiently model complex tax scenarios, eliminate surprises, and offer income tax planning and projections that help clients manage and reduce their federal and state individual income tax liability.

  • Multiple scenarios help you compare side-by-side 'what ifs' to determine best tax savings
  • 20 planning years offer true projection capability
  • Drill-down analysis capabilities allow you to precisely manage the tax ramifications of marriage and divorce, real estate transactions, stock options, and more
  • Up-to-date calculations assure you are working with the latest tax law

Accurate Income Tax Calculations
Offering the most accurate set of calculations available, BNA Income Tax Planner allows you to quickly calculate federal income taxes including alternative minimum tax, capital gains, estimated tax payments, stock options, and more.

  • Optional Fifty State Planner supports detailed calculations for all resident states, NYC, DC, and over 30 nonresident states
  • Fast, accurate updates assure you’re always working with the most current, most accurate tax law possible

Data Import
Save time and reduce errors by importing client data directly from major tax preparation packages.

Professional Reporting & Client Communications
Provide clients with as much – or as little – detail as they want through reports and graphs that will help them understand the plan, see options, and make decisions.

Learn more about BNA Income Tax Planner »

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