However, for those attorneys who prepare accountings for their clients, the combination of the two West's programs should be considered. Although my initial voyage into tax software was with the Shepard's 706 program, the 706 program was not created to provide quick computations of various estate tax projections and alternatives. One of the greatest features of the program is its simplicity. There is almost no learning curve. Simply install the program and begin to prepare tax projections that may be suitable for your client.
All computations are easy to produce and print for the client.
This program provides numerous estate tax computations as well as estate tax projections. The directions for the computation of the tax on prior transfer credit are excellent and allow for comparisons of various alternatives in a fraction of the time that I previously spent using other software programs. This program is extremely comprehensive as it allows many different sophisticated estate planning alternatives to be compared side by side. However, the reports generated may be somewhat difficult for clients to understand. I find the Number Cruncher program to be more effective for a quick computation.