Income Tax Planning Resources

Learn about issues that impact the areas of professional income tax planning for individuals.

Software Insights

Preparing Clients For Year-End Tax-Planning Uncertainty
Uncertainty over possible tax changes in 2013 is leaving accountants and their clients in a quandary. Meanwhile, several other changes are already scheduled to take effect. What’s next?
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BNA Income Tax Planner Customer Success Stories

20 Years and Counting: Seeing Trends with BNA Income Tax Planner
Modeling multiple case scenarios, providing multi-year projections, and quickly revising estimated tax payments throughout the year. These are just some of the tasks Bernadette Schopfer is able to nimbly accomplish with her BNA Income Tax™ Planner software. However, there’s one thing she values most of all.
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Early Adopter: BNA CPA Makes the Move to Cloud-Based Tax Planning
Bernard N. Ackerman was among the first to use Bloomberg BNA’s tax planning products. Last May, he also became one of the first Bloomberg BNA clients to upgrade to BNA Income Tax Planner™ Web. Here’s what he thinks of the latest software.
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Sher & Co Provides Clients with Fast and Accurate Tax Projections Using BNA Income Tax Planner
Find out how Charles J. Sher Jr. uses income tax planning software to grow his client base while still providing the in-depth analyses and swift projections and responses his customers have come to expect.
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Zimmer Financial Planning Relies on BNA Income Tax Planner Web for Speed and Accuracy
To ensure her clients are getting accurate information in a timely manner, Kathi Zimmer, CFP® and principal at Pittsburgh-based Zimmer Financial Planning relies on BNA Income Tax™ Planner Web to gain secure access to the most up-to-date data, calculations, and analysis at any time and from virtually any location.
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Quick Resource Guide

Navigating the Maze of the Alternative Minimum Tax System
Determining the best tax strategies to deal with Alternative Minimum Tax (AMT) deduction and credit adjustments is no easy task. This quick resource guide provides insight into many AMT questions for both taxpayers and preparers and shows how BNA Income Tax™ Planner can help you navigate through the sometimes confusing AMT maze.
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