Financial and Estate Planning Library


Covers all stages of estate administration, planning and development, including gift tax planning.

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The Basics:

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In today’s financial climate, it’s a wise idea to head into financial and estate planning with a strong but flexible plan. At the core of any planning should be a trusted resource that can guide you through all stages of estate administration, planning and development, including gift tax planning.

The Financial & Estate Planning Library meets these qualifications, offering detailed explanations, strategies and planning aids that target income, estate and gift tax planning, general investment planning, insurance planning, pension and retirement planning and estate administration. Also included are productivity tools that will make your planning process a model of speed and efficiency.

Streamline your financial and estate planning. Contact us today — we’ll get you there.


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The Details:

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As a Financial & Estate Planning Library user, you’ll get cutting-edge guidance on the latest financial and estate administration planning trends. In just a few clicks, you’ll have access to forms, client communication letters, checklists and sample documents designed by experts. To top it off, you’ll also get timely advice by the consulting editor, Sidney Kess, as well as an advisory board of leading practitioners in law, accounting, insurance, investment, financial and retirement planning.

Streamline your financial and estate planning. Contact us today — we’ll get you there.


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The Content:

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Comprehensive and Authoritative Content:

  • Estate and Gift Tax Reporter Letter — Highlights current developments in estate administration that relate to federal estate, gift and generation-skipping tax laws, updated weekly.
  • Financial and Estate Planning Newsletter — Features expert commentary that summarizes key developments in financial planning and estate administration, and points out their practical impact.
  • Federal Estate and Gift Tax Reporter — Weekly, in-depth analysis related to federal estate, gift tax planning and generation-skipping tax laws.

Smart Charts™ and Calculators:

  • Multistate Transfer Tax Consents and Waivers Smart Charts
  • Multistate Transfer Tax Future and Limited Estates Smart Charts New!
  • Multistate Transfer Tax Laws Smart Charts
  • Multistate Transfer Tax Limitations Smart Charts
  • Multistate Transfer Tax Penalties Smart Charts
  • Multistate Transfer Tax Rates Smart Charts
  • State Treatment of Same-Sex Marriage Smart Charts
  • Selected Federal Rates for Estate and Charitable Planning Smart Charts
  • Estate Planning Rates, Exclusions and Inflation Adjustments Smart Chart
  • Estate vs. Income Tax Deductions Smart Charts New! 
  • Qualified Disclaimer Frequently Asked Questions Interactive Chart
  • Form 706 Applicable Credit Used in Prior Periods Calculator New!
  • Form 709 Prior Years Credit Calculator New!
  • Qualified Conservation Easement Exclusion Calculator New!
  • Special Use Valuation Calculator

Newsletters, Toolkits, Guides and More:

  • U.S. Master™ Estate and Gift Tax Guide
  • Financial and Estate Planning
  • FinEst Calcs™
  • IRS publications
  • Internal Revenue Code
  • Federal Tax Regulations
  • perform plus III™
  • Estate Planning Review newsletter
  • IRS Actuarial Factors
  • IRS estate planning publications
  • CCH Estate Planning Client Letter Toolkit™
  • CCH Estate Planning Election and Compliance Toolkit™
  • Tax Tracker News™

Streamline your financial and estate planning. Contact us today — we’ll get you there.


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Support:

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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.

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