The webinar is a demonstration which will emphasize the advantage of using Bloomberg BNA’s estate and gift tax compliance and planning software. This demonstration will focus on the importance of ACE - accuracy, consistency and efficiency - in estate and gift tax calculations in order to diminish the potential for audit and to streamline the practitioner’s business.
Identify tips and best practices for completing and filing estate tax returns.
Determine how the BNA 706 Preparer can help you prepare returns efficiently and avoid common errors.
Jeremy Milo is a Senior Technical Analyst for the software division of Bloomberg BNA, located in Arlington, Virginia. As a tax and accounting attorney, he provides subject matter expertise to customers in the areas of estate and gift tax planning and tax compliance. He also serves as liaison and trainer for the division’s ever-expanding customer base. Jeremy continually confers with executives to ensure that current and future product development is in line with corporate requirements. Prior to joining Bloomberg BNA, Jeremy represented clients as an associate at a Northern Virginia law firm. In 2010, he established his own law firm, The Law Office of Jeremy J. Milo, PLLC with the primary focus of advising clients on estate planning and administration matters. Jeremy obtained degrees from The College of William and Mary and Howard University School of Law. He is also a graduate of the esteemed Master of Laws (LL.M.) program in Estate Planning from the University of Miami, School of Law and member of the Virginia State Bar.
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