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Financial & Estate Planning

Help clients plan for the future with effective financial and estate plans.

Become a more valued partner to your clients when you help them secure their financial future through intelligent, careful financial and estate planning.

Chances are most of 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. Analyze each client's unique situation and show them exactly how to reach their goals.

Featured Software Solutions See All
CCH Axcess

The profession's first modular cloud-based tax preparation, compliance and workflow solution.

CCH® ProSystem fx® Engagement

Obtain instant access to paperless audit and tax client binders; promptly prepare financial statements and trial balance reports; and manage all workpapers and lead sheets with no concern of conflicting copies.

Featured Research
Armour Vickerman, PLLC

How Has Armour Vickerman, PLLC Reduced Office Expenses and Saved Countless Hours with CCH® ProSystem fx® Suite Solutions?

Toni Anne Rocker Case Study

Toni Anne Rocker Grows, Manages and Protects her Firm with CCH Axcess™.

45717000 Life Insurance and Annuities
Learning Center

This CCH Learning Center course addresses some of the basic rules regarding life insurance and commercial annuities. Also presented are some important recent developments regarding these insurance products that can make them even more important in retirement and estate planning.

cch webinars and events Next Event

CCH Connections: User Conference 2017

From exciting social events to unique networking opportunities, the conference provides a wealth of information and best practices to take your firm to the next level. Read more

CCH® Webinars

Connect with peers and industry experts, discuss best practices, and earn CPE credit. Read more

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