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