Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
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+

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About

Accurately project estimated tax payments, capital gains, and taxes for resident and nonresident states. Plan for tax implications all year resulting from marriage, Roth conversions, stock sales, and other events using Income Tax Planner. We have a proven track record of being first-to-market – you can rest assured that the latest tax law has been incorporated. Accurately and efficiently show clients what their tax situation looks like with in-depth analysis and comparison of side-by-side scenarios. Create accurate, professional, and effective plans that help your clients reduce tax liabilities and make wise decisions. Easily model and navigate complex tax scenarios. Use Bloomberg Tax & Accounting’s renowned tax expertise, up-to-date calculations, in-depth analytics, projections, and more to plan the best course of action for your clients’ tax, investment, and retirement planning.

About

Send, receive and manage emails over our secure network with your personalized Bloomberg email address. Tools that speed secure collaboration give you an edge. Our robust set of tools helps you create and share your research, estimates and proprietary data with colleagues through a cost- effective and straightforward upload, conveniently searchable by ticker, industry, author or tags. Have complete authority over who can access research with rigorous permissioning by individual, team or department. Stay ahead of requirements with compliance tools that capture and organize communications. Note is a feature-rich, note-taking and collaboration platform tightly integrated with the Bloomberg Terminal. Note enables you and your desk to capture ideas and tag them to specific securities or themes and share with colleagues, on both desktop and mobile. Bloomberg’s Trade Idea Messaging tool enables you to streamline the flow of your firm’s best ideas.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Tax software for companies wanting to tackle complex tax planning

Audience

Companies and teams searching for a solution to send, receive and manage emails

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 3.0 / 5
ease 4.0 / 5
features 4.0 / 5
design 3.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Bloomberg Tax & Accounting
United States
pro.bloombergtax.com/income-tax-planner/

Company Information

Bloomberg
Founded: 1981
United States
www.bloomberg.com/professional/product/collaboration/

Alternatives

Alternatives

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Symphony

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Moneytree

Moneytree

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Bloomberg Vault

Bloomberg Vault

Bloomberg

Categories

Categories

Integrations

Behavox
Bloomberg Terminal
Microsoft Excel
Rightworks

Integrations

Behavox
Bloomberg Terminal
Microsoft Excel
Rightworks
Claim Bloomberg Income Tax Planner and update features and information
Claim Bloomberg Income Tax Planner and update features and information
Claim Bloomberg Message and update features and information
Claim Bloomberg Message and update features and information