Accounting Firms: Use Estate Planning Software to Optimize Taxes

2024 1 min read

Accountants are uniquely positioned to guide their clients through the complexities of estate and succession planning. Yet without a clear picture of an entire estate—including hidden assets and liabilities—opportunities for tax optimization and trust creation often go unnoticed. Estate planning software offers the tools to capture this value for your clients and your practice.

The High Stakes of Incomplete Estate Planning

  • Missed Opportunities: Without a full picture of an estate, accountants may overlook assets or liabilities that could impact tax strategies.
  • Tax Inefficiencies: Families with incomplete estate plans often face unnecessary tax burdens, reducing the value of inheritances and creating dissatisfaction.

How Inheritus.com Makes a Difference

Our estate planning software empowers accountants to:

  • Capture a full picture of assets and liabilities across an estate.
  • Identify opportunities for trusts to shield assets and minimize tax exposure.
  • Streamline tax strategies for current and future successions, adding measurable value to clients.

Affordable and Scalable

At only cents per month per client, Inheritus’ platform delivers unmatched ROI. Implementation is quick and hassle-free, ensuring accountants can immediately enhance their services.

Take Your Tax Strategies to the Next Level

Help your clients protect their wealth while maximizing their legacy. Contact Inheritus.com today to discover how estate planning tools can enhance your tax services. Learn more about our Estate Planning Solutions for Accounting Firms

Richard Sanders, CPA, CA, CBV is a seasoned professional and Partner at a leading global Accounting firm, bringing over 35 years of invaluable experience to the advisory board. With a background in Accounting & Finance, he has demonstrated a keen sense of the challenges to business management and growth throughout his career.

Having held key partnerships with several Accounting firms, Richard has a proven track record of success in advising businesses in areas ranging from Audit to Internal Controls, Tax and Valuations. His strategic thinking has been crucial in guiding organizations through periods of startup and growth.

As an advisory board member, Richard provides strategic counsel and invaluable insights on Audit, Finance and Accounting. His expertise and vision play a vital role in shaping the organization’s strategy and driving sustainable growth over the long term.

Richard holds a Bachelor of Accounting & Business Management from the University of Toronto. He continues to stay at the forefront of the Accounting industry’s developments through ongoing education and professional development initiatives.

Richard’s passion for success and his commitment to guiding businesses make him an invaluable asset to the advisory board.

Bob is a distinguished leader in Software M&A, bringing over 40 years of invaluable experience to the advisory board. With a background in the Canadian & US Information Technology sectors, he has demonstrated a keen understanding of the challenges driving business innovation and fostering growth throughout his career.

Having held prominent roles within the Fortune 500, Bob has a proven track record of success in supercharging business growth. His strategic acumen and forward-thinking approach have been instrumental in guiding organizations through periods of change and transformation.

As an advisory board member, Bob provides strategic counsel and invaluable insights on business development, partnerships and strategic alliances. His expertise and vision play a vital role in shaping the organization’s long-term strategy and driving sustainable growth.

Bob holds a BSc in Physics and Mathematics from the University of Ottawa. He continues to stay at the forefront of the Information Technology industry’s developments through ongoing education and professional development initiatives.

Bob’s passion for excellence and his unwavering commitment to the Software Industry make him an invaluable asset to the advisory board, driving the organization’s mission and vision forward with clarity and purpose.

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