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CPA Client Advisor, CPA Client Advisor Plus and Wealth Planning Advisor provide three tiers of superior resources and tools to help you develop successful financial and wealth planning strategies for your clients.
These three wealth planning solutions build on each other to help you build your business. Each higher tier contains everything in the lower tier, plus additional content. You choose the level that is right for your firm and strategic goals.
Primary sources, Answer Books, practice tools and aids, calculators, tax news and more provide all the resources you need to perform successfully in the wealth planning market and its all on IntelliConnect, the revolutionary, easy-to-use CCH research platform.
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CPA Client Advisor critical resources for the small accounting firm considering or in the early stages of providing financial and wealth planning services
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CPA Client Advisor Plus additional resources for the small or mid-sized accounting firm, financial planners and other professionals interested in growing their financial and wealth planning services
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Wealth Planning Advisor the highest level of resources for accountants, financial planners, attorneys, consultants and others working with high-net worth clients to meet the high levels of specialization needed
Formats available/Update frequency
- IntelliConnect
- Updated as needed
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CPA Client Advisor
Supports the small accounting firm considering, or in the early stages of, providing financial and wealth planning services
CPA Client Advisor provides the resources, practical guidance and practice aids you need to efficiently oversee the planning process. It helps you:
- Convey the strategy to the legal, financial, and insurance professionals on the planning team
- Coordinate and review the plan documentation
- Ensure that your clients particular needs are met throughout the process
- Train key professionals within your firm to help grow the retirement planning/advisory business
Includes essential financial and wealth planning materials:
- Financial Planning Answer Book
- Estate and Retirement Planning Answer Book
- Individual Tax Answer Book
- Tax Rates and Tables
- Practice Aids
Becoming Your Clients Principal Advisor
Checklists
Questionnaires
Client Memoranda
Worksheets
Charts
- Financial and Tax Calculators
Auto Calculators
Mortgage Calculators
Loan Calculators
Credit Card and Debt Calculators
Investment Calculators
Retirement Calculators
Insurance Calculators
Tax Calculators
Savings Calculators
Personal Finance Calculators
Business Calculators
- Primary Sources
Code and Regulations
IRS Publications
Cases
Rulings and Other Docs
Letter Rulings and IRS Positions
- Tax Tracker News
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CPA Client Advisor Plus
Designed for the small or mid-sized accounting firm, financial planners and other professionals interested in growing their financial and wealth planning services
Includes all content and tools of CPA Client Advisor, plus:
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CCH Tax Briefings
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Individuals and Small Business Planning Guide
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Asset Protection Strategies
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Evaluating Life Insurance
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Executive Compensation Answer Book |
Wealth Planning Advisor
Extensive, in-depth content for accountants, financial planners, attorneys, consultants and others working with high-net worth clients
Wealth Planning Advisor brings together, in one convenient resource, all the important information that a wealth advisor needs: |
- Asset protection planning for high-net worth clients, especially if they are in a high risk profession
- Transfer Tax and Post-Mortem Planning related to implications of the federal and state estate, gift and inheritance taxes
- Individual tax planning, such as financing college education and later, the transfer of wealth, will be required if clients have children
- Life insurance planning to help advise clients about life insurance products and in what situations insurance may be appropriate
- Investment planning direction and support
- Executive compensation guidance for high-net worth clients to help them and their advisors understand complicated compensation agreements
- Retirement planning to address the complex rules regarding retirement accounts, including the issues of cash flow and life expectancy, annuities, portfolio liquidity and more
Includes all content and tools of CPA Client Advisor Plus, with the addition of:
Financial and Tax Planning Articles
- BNA Financial Planning Journal
- Articles
Investment Planning
Individual Tax and Business Planning
Executive Compensation
Retirement Planning
Transfer Tax/Post-Mortem Planning
Asset Protection
Life Insurance
Additional Guides and Answer Books
- Wealth Management: A Concise Guide to Financial Planning and Investment Management
- Tax and Wealth Strategies for Business
- Taxation of Compensation and Benefits
- Answer Books
Nonqualified Deferred Compensation
Individual Retirement Account
Qualified Domestic Relations Order
Roth IRA
Investment Planning COMING SOON!
- Taxation of Individual Retirement Accounts
- Estate and Gift Tax Handbook
- Multistate Guide to Estate Planning
Multistate Smart Charts
- Asset Protection
- Estate Administration
- Wills and Other Directives
- Trusts and Trust Administration
- Trusts and Estates Income Tax Rates
Additional Practice Tools and Calculators
- Client Letter Toolkit
- Depreciation Toolkit
- Federal Sales Tax Deduction Toolkit
- Election and Compliance Toolkit
- Federal Withholding Calculator
- IRA Comparison Calculator
- Savings Bond Lookup
- CCHฎ FinEst Calcs
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