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The Wealth Management Library on IntelliConnect™ is a
valuable resource for professionals offering wealth management planning advice
to their clients. The Wealth Management Library provides fast
answers to wealth management tax and planning information, plus practice
tools, daily tax news and coverage of current issues and trends.
The Wealth Management Library includes the following topic
modules:
The Wealth Management Library is filled with helpful practice
tools that were designed to guide you through your planning, simplify the
filing process, automatically calculate financial and estate planning
information, and much more.
In addition, the Wealth Management Library contains a variety
of news services and publications to help keep you up-to-date with the latest
news, developments and trends. You’ll even get customized daily tax news
delivered to you via email or your own personalized news web page.
To help support your decisions, primary source documents are included in the
Wealth Management Library, including Internal Revenue Code and
Regulations, IRS Publications, U.S. Tax Cases and Tax Court Cases, Letter
Rulings & IRS Positions, and Rulings and Other Documents.
As part of your subscription, you’ll even get CCH@Hand™, a revolutionary
research tool that allows you to look up tax answers, check citations, and
even copy research information into your emails and Microsoft® Office
documents — all without interrupting your workflow.
Product (Offer Number)
