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Estate & Gift Tax Planner

No more manual entry or worrying whether calculations are consistent with the latest federal and state tax laws. Now you can tackle estate planning with the tools you need to minimize your clients’ tax obligations and maximize the value of their estate. With Estate & Gift Tax Planner’s built-in tax knowledge, automatic calculations, time-saving projections, and visually compelling presentations, you can show clients exactly how to meet their financial goals.

  • Rely on accurate federal estate and state death tax calculations from 1987 forward
  • Plan for different factual situations with side-by-side, "what-if" case analyses
  • Explore how different tax strategies affect the bottom line with thorough, easy-to-use worksheets and planning tools
  • Use comprehensive templates that streamline data entry for common estate tax scenarios

Try It Free

Get a free 30-day trial of Estate & Gift Tax Planner to see for yourself. Then, take $250 off your purchase.*

*Offer available to new customers only, with purchase by June 30, 2018. Discount applies to initial year of service.


This promotional offer has expired. If you would like to request a free trial of Estate & Gift Tax Planner, please visit our website.