Tax and accounting
Trust and estate tax planning
Discover robust and easy-to-use estate, trust, and gift tax planning solutions from Thomson Reuters
Stay on track for your long-term wealth planning
One place for all your trust and estate accounting needs
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:
- Customizable state accounting formats
- Additional filing formats for National Standard and National Standard Guardianship/Conservatorship
- Seamless integration across products and modules
Estate planning and taxation
Solutions to help you maintain trusts and get ahead of estate tax planning, trust taxation, and client needs.
zCalc Estate Planner
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.
Wealth management
Streamline the creation, execution, and maintenance of wealth management returns such as trusts and estates.
ONESOURCE 709 Gift Tax
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.
Discover more about our tax and accounting solutions
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Contact our team to learn more about our tax and accounting solutions.