CPA Client Advisor/Wealth Planning Advisor

CPA Client Advisor, CPA Client Advisor Plus and Wealth Planning Advisor provide three tiers of superior resources and tools to help you develop successful financial and wealth planning strategies for your clients. Each higher tier contains everything in the lower tier, plus additional content. You choose the level that is right for your firm and your strategic goals.

Primary sources, Answer Books, practice tools and aids, calculators, tax news and more provide all the resources you need to perform successfully in the wealth planning market — and it’s all on IntelliConnect®, the revolutionary, easy-to-use CCH research platform.

• CPA Client Advisor — Critical resources for the small accounting firm that’s considering or in the early stages of providing financial and wealth planning services.
• CPA Client Advisor Plus — Additional resources for the small or mid-sized accounting firm, financial planners and other professionals interested in growing their financial and wealth planning services.
• Wealth Planning Advisor — The highest level of resources for accountants, financial planners, attorneys, consultants and others working with high-net worth clients to meet the high levels of specialization needed.

Wealth planning at its best. Contact us today — we’ll get you there.

Formats available / Update frequency

• IntelliConnect: Updated as needed. Includes access to CCH@Hand™.

CPA Client Advisor

Supports the small accounting firm that’s considering or in the early stages of providing financial and wealth planning services.

CPA Client Advisor provides the resources, practical guidance and practice aids you need to efficiently oversee the planning process. It helps you:

• Convey the strategy to the legal, financial and insurance professionals on the planning team.
• Coordinate and review the plan documentation.
• Ensure that your client’s particular needs are met throughout the process.
• Train key professionals within your firm to help grow the retirement planning/advisory business.

CPA Client Advisor contains essential financial and wealth planning materials, including:

• Financial Planning Answer Book
• Estate and Retirement Planning Answer Book
• Individual Tax Answer Book
• Tax rates and tables
• Practice aids
  • Becoming your client’s principal advisor
  • Charts
  • Checklists
  • Client memoranda
  • Questionnaires
  • Worksheets
• Financial and tax calculators
  • Auto calculators
  • Business
  • Credit card and debt
  • Insurance
  • Investment
  • Loan
  • Mortgage
  • Personal finance
  • Retirement
  • Savings
  • Tax
• Primary Sources
  • Cases
  • Code and regulations
  • IRS publications
  • Letter rulings and IRS positions
  • Rulings and other docs
• Tax Tracker News™

CPA Client Advisor Plus

Designed for the small or mid-sized accounting firm, financial planners and other professionals interested in growing their financial and wealth planning services.

Includes all content and tools of CPA Client Advisor, plus:

• CCH Tax Briefings
• Individuals and Small Business Planning Guide
• Asset Protection Strategies
• Evaluating Life Insurance
• Executive Compensation Answer Book

Wealth Planning Advisor

Extensive, in-depth content for accountants, financial planners, attorneys, consultants and others working with high-net worth clients.

Wealth Planning Advisor brings together, in one convenient resource, all the important information that a wealth advisor needs:

• Asset protection planning for high-net worth clients, especially if they are in a high-risk profession.
• Transfer tax and post-mortem planning related to implications of the federal and state estate, gift and inheritance taxes.
• Individual tax planning, such as financing college education and later, the transfer of wealth (required if clients have children).
• Life insurance planning to help advise clients about life insurance products and in what situations insurance may be appropriate.
• Investment planning direction and support.
• Executive compensation guidance for high-net worth clients to help them and their advisors understand complicated compensation agreements.
• Retirement planning to address the complex rules regarding retirement accounts, including the issues of cash flow and life expectancy, annuities, portfolio liquidity and more.

Wealth Planning Advisor includes all of the content and tools of CPA Client Advisor Plus, with the addition of the following features.

Financial and tax planning articles:

• BNA Financial Planning Journal
• Topics covered:
• Asset protection
• Executive compensation
• Individual tax and business planning
• Investment planning
• Life insurance
• Retirement planning
• Transfer tax/post-mortem planning

Additional guides and answer books include:

• Wealth Management: A Concise Guide to Financial Planning and Investment Management
• Tax and Wealth Strategies for Business
• Taxation of Compensation and Benefits
• Answer Books
• Nonqualified Deferred Compensation
• Individual Retirement Account
• Qualified Domestic Relations Order
• Roth IRA
• Investment Planning — COMING SOON!
• Taxation of Individual Retirement Accounts
• Estate and Gift Tax Handbook
• Multistate Guide to Estate Planning

Multistate Smart Charts™ include:

• Asset Protection
• Estate Administration
• Wills and Other Directives
• Trusts and Trust Administration
• Trusts and Estates Income Tax Rates

Additional practice tools and calculators include:

• Client Letter Toolkit
• Depreciation Toolkit
• Federal Sales Tax Deduction Toolkit
• Election and Compliance Toolkit™
• Federal Withholding Calculator
• IRA Comparison Calculator
• Savings Bond Lookup
• CCH® FinEst Calcs™

Wealth planning at its best. Contact us today — we’ll get you there.

Formats available / Update frequency

• IntelliConnect: Updated as needed. Includes access to CCH@Hand™.

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.