Retirement Savings Planner - Professional

We perform a no cost, no obligation cost segregation analysis for each and every property and prepare a proposal that will layout the expected benefits and the total fees required to complete the study.

More and more, clients are turning to their accountants as trusted advisors for their financial affairs. PFP Relief is the ideal tool at accountants’ disposal to give clients the answers they need. It covers all essential aspects of personal financial planning—Budget/Cash Flow, Net Worth, Retirement Planning, Goal Funding, Education Funding, Mortgage Amortization, and Investment Planning. Moreover, being web-based, it eliminates worries about losing data and installing program updates.  Visit

ValuAdder Business Valuation Software for professional advisors, business owners and buyers.

Calculating, allocating, and illustrating contributions under SIMPLE IRA and 401(k) SIMPLE plans.

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.

Excel based stock option strategy modeling software that enables financial advisors to model exercise and sell strategies over a 15 year period and optimize them for tax and cash flow efficiency.  StockOpter Pro is an effective tool for advisors who need to model complex exit strategies or address AMT issues from ISOs.

You can rely on BNA for continuous monitoring and implementation of federal and state law changes (including decoupling). Combined with the most robust estate tax calculator available, BNA Estate & Gift Tax™ Planner

190 pages of must-have info on valuing a private business. Guide, valuation Tutorials, Glossary.

Professional valuation report builder. Create SSVS and USPAP compliant business appraisal reports.

Design and allocating contributions in SEPs, SARSEPs, PS, and MP plans for corps and self-employed.