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Chances are most your clients are dealing with multiple issues, such as losing employer-sponsored benefits, taking care of older parents, paying for their children’s college tuition or planning for retirement. As you analyze their individual situations, are you confident that your current tax, planning and research tools are versatile enough to handle their diverse needs?

If your financial and estate planning tools aren’t keeping pace with your clients’ lives, contact us today — we’ll get you there.

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Financial & Estate Planning

Q&A with Sidney Kess

Let CCH be your trusted partner, offering expert analysis and sensible tools that will help you to better advise your clients. Read our CCH Q&A session with financial and estate planning expert Sidney Kess.

CCH® Carryover Basis Answers

Form 8939 is now due January 17, 2012! Now that either the estate tax rules or those governing carryover basis can be elected for the estates of decedents dying in 2010, it’s essential to determine the best plan for your clients and document how you applied the calculation. That’s where CCH Carryover Basis Answers comes in.

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Q&A with Sidney Kess

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CCH® Carryover Basis Answers

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