Financial and Estate Planning Library Complete coverage of financial and estate administration and planning issues
This comprehensive guide covers all stages of estate administration, planning and development, including gift tax planning. The Financial & Estate Planning Library includes productivity tools designed to assist you in the planning process, with detailed explanations, strategies, and planning aids that target income, estate and gift tax planning, general investment planning, insurance planning, pension and retirement planning, and estate administration.
Formats available / Update frequency:
IntelliConnect™/Monthly
Estate and Gift Tax Reporter Letter – Highlights current developments in estate administration relating to federal estate, gift, and generation-skipping tax laws
Financial and Estate Planning Newsletter – Summarizes and provides expert commentary on key developments in financial planning and estate administration and their practical impact
Federal Estate & Gift Tax Reporter – In-depth analysis related to federal estate, gift tax planning and generation-skipping tax law
U.S. Master™ Estate and Gift Tax Guide
Financial and Estate Planning
FinEst Calcs™
IRS Publications
Internal Revenue Code
Federal Tax Regulations
perform plus III™
Also includes Estate Planning Review newsletter, IRS Actuarial Factors, IRS Estate Planning Publications, CCH Estate Planning Client Letter Toolkit™, and CCH Estate Planning Election and Compliance Toolkit™
Tax Tracker News™
You’re provided with cutting-edge guidance on the latest financial and estate administration planning trends.
You’ll also be provided with timely advice by Sidney Kess, Consulting Editor, and an Advisory Board of leading practitioners representing law, accounting, insurance, investment, financial and retirement planning.
You’ll have access to forms, client communication letters, checklists, and sample documents designed by experts and used in practice.
