Tax and accounting

Wealth and gift tax management solutions 

Accurately generate federal gift tax returns with wealth management software from Thomson Reuters

File returns quickly and easily

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.

Produce accurate federal gift tax returns using ONESOURCE® 709 Gift Tax

Easily manage net gifts, calculation of the generation-skipping tax on direct skips, Crummey trust gifts, and much more:

  • Import information from the donor’s and consenting spouse’s prior returns to get started
  • Prepare both the donor’s and consenting spouse’s returns simultaneously
  • Use 709 Gift Tax software as a stand-alone product or integrate it with other trust and estate products

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