Wolters Kluwer
financial & estate planning

Financial & Estate Planning

OVERVIEW

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.

Research Solutions
Financial and Estate Planning Library

Receive coverage of all stages of estate administration, planning and development.

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Estate Planning Expert Library

An exclusive estate planning research resource written by experts, for experts.

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CCH® FinEst Calcs

This electronic productivity tool is designed to automate and consolidate financial and estate planning calculations, and provide graphical representation.

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Software Solutions
Integrated Digital Tax Workflow

An End-to-End Solution

Our Digital Tax Workflow solutions allow you to standardize, integrate and automate across all processes of your tax workflow. Discover today how you can get your game plan in sync with a future-ready workflow.

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A Smarter Way to Audit

Wolters Kluwer's Integrated Audit Approach

Change your perspective on audits with an end-to-end solution that breaks from the checklist mentality and puts YOU in the driver's seat.

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Corporate Workflow Solutions

Assisting small- to medium-sized corporations improve productivity and mitigate risk with an end-to-end corporate tax workflow.

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Books & Publications
Estate & Gift Tax Handbook (2016)

Ensures you are up to date on the latest wealth transfer planning techniques, law changes, court cases and IRS rulings.

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Practical Guide to Estate Planning (2017)

Provides a general overview of the constantly changing estate planning process and covers the legislative, regulatory and judicial developments that are of most importance to estate planners.

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Learning Solutions
Estate and Gift Tax CPE Bundle

Learning Center Bundle

The Estate and Gift Tax CPE Bundle includes multiple on-demand webinars.

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1041 Preparation and Planning 1: Tax Fundamentals for Trusts and Estates (2017)

Learning Center

This CCH Learning Center course explains how to properly complete Form 1041, provides an overview of the taxation of trusts and estates, and includes an explanation of fiduciary accounting.

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Training & Consulting

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