Bloomberg Income Tax Planner Description

Effectively forecast anticipated tax payments, capital gains, and taxation for both residents and nonresidents. Throughout the year, prepare for tax consequences stemming from events such as marriage, Roth conversions, and stock transactions by utilizing the Income Tax Planner. Our established history of being first-to-market ensures that you can have confidence in our integration of the most recent tax laws. With precision and efficiency, we provide clients with a comprehensive view of their tax scenarios, including detailed analyses and side-by-side comparisons. Develop precise, professional, and impactful strategies that aid clients in minimizing their tax burdens while making informed choices. Seamlessly model and address intricate tax situations with ease. Leverage Bloomberg Tax & Accounting's esteemed expertise, along with current calculations, thorough analytics, and projections, to determine the most advantageous strategies for your clients' tax, investment, and retirement planning needs. This empowers clients to navigate their financial future with clarity and assurance.

Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support

Company Details

Company:
Bloomberg Tax & Accounting
Headquarters:
United States
Website:
pro.bloombergtax.com/income-tax-planner/

Media

Bloomberg Income Tax Planner Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Business Hours
Online Support

Bloomberg Income Tax Planner Features and Options

Tax Planning Software

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Bloomberg Income Tax Planner User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: President
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Ok product if you use Windows

    Date: Jul 07 2023

    Summary: Been using it for 20 years, plan to change since it is not truly browser based and will not run on a Mac.

    Positive: Comprehensive in analysis. Easy to use. Good for multiple year analysis. Can print in multiple formats.

    Negative: Is not Mac compatible. Interface is old fashioned. Updates are not frequent enough.

    Read More...
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