Tax and accounting
Whether you want to automate a single task or handle the entire process, we have the solutions to help you create, execute, and maintain rock-solid trusts with:
Solutions to help you maintain trusts and get ahead of estate tax planning, trust taxation, and client needs.
Calculate, analyze, and present intelligent tax and estate planning strategies to your clients. Create reports, graphs, and presentations that clearly communicate the effects of different scenarios.
Streamline the creation, execution, and maintenance of wealth management returns such as trusts and estates.
Generate federal returns for trusts and estates with 709 gift tax software. See real-time calculations as you work. Use this module as a standalone product or integrated with the entire suite.
Contact our team to learn more about our tax and accounting solutions.