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.
Receive coverage of all stages of estate administration, planning and development.
An exclusive estate planning research resource written by experts, for experts.
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.
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.
Ensures you are up to date on the latest wealth transfer planning techniques, law changes, court cases and IRS rulings.
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.
Estate and trust administration is a growing part of a tax professional's practice. These courses provide a practical understanding of the issues involved in making decisions regarding clients' trusts. You also get guidance on dealing with tax compliance issues at death and preparing the federal estate tax return (Form 706), the federal gift tax return (Form 709), and the decedent's final federal income tax return.
Don't miss this popular series covering preparation of the U.S. Income Tax Return for Estates and Trusts (Form 1041). You'll get an overview of the process, discussion of issues relating to the complexities of income taxation of estates and trusts — including Subchapter J, plus key questions to ask your clients and line by line explanations of the form.
Planning for a New Generation of Retirees
Free briefing on aging clients
Baby Boomers are the largest demographic in the United States, and they’re retiring at a rate of 5 million people per year. Traditional assumptions about retirement planning are being rewritten by Baby Boomer retirees and planning based on these assumptions can be woefully inadequate.
Attend an upcoming presentation and learn how CCH Axcess can support every area of your firm's operations.VIP registration >
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