Tax and accounting
Wealth and gift tax management solutions
Advise your clients on federal gift tax returns with wealth management software designed for tax professionals
Automate the gift tax return process
Accurately generate federal gift tax returns with calculations completed as you work.
Reduce clients' tax burden and avoid penalties with 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
- Generate annual exclusion reports and calculate interest and penalties
- Use 709 gift tax software as a stand-alone product or integrate it with other trust and estate products
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