Bloomberg Tax’s Estate, Gifts & Trusts Portfolios – 2019 Innovation Award Nominee

The significant changes made to the U.S. tax code in 2018 due to tax reform touches on virtually every area of taxation, including estate and trust planning. So, in order for today’s leading organizations to stay ahead, they needed a comprehensive research platform to transform current tax law into actionable plans for their clients. The goal of Bloomberg Tax’s Estate, Gifts & Trusts Portfolios platform is to do just that – provide professionals with an all-in-one, cloud-based platform for developing and implementing optimal estates, gifts, and related income tax strategies for every scenario.

As a leader in leveraging advanced cloud technology, Bloomberg Tax’s Estate, Gifts & Trusts Portfolios has become the industry’s premier estates, gifts, and trusts resource. The comprehensive, all-in-one platform features research and planning tools, while providing in-depth analysis necessary for developing and implementing optimal estates, gifts, and related income tax strategies for every scenario.

Top firms turn to Bloomberg tax and legal research products, including Bloomberg Tax’s Estate, Gifts & Trusts Portfolio, a cloud-based platform because it offers exclusive access to nearly 100 Tax Management Portfolios and Bloomberg Tax’s renowned BNA Insights articles. Additional resources include: