Wealth Management Library Fast, accurate answers to all your wealth management and planning questions
The Wealth Management Library on Tax Research NetWork™ is a valuable resource for professionals offering wealth management planning advice to their clients.
The Wealth Management Library includes the following topic modules:
Investment Planning
Individual Tax Planning
Executive Compensation
Retirement Planning
Transfer Tax and Post-Mortem Planning
Asset Protection
Life Insurance
Available Platforms / Update Frequency:
Tax Research NetWork / Daily News
Primary Source Material
The Wealth Management Library includes Internal Revenue Code and Regulations, IRS Publications, U. S. Tax Cases and Tax Court Cases, Letter Rulings & IRS Positions, and Rulings and Other Documents.
Current News & Trends
The Wealth Management Library contains a variety of news services and publications to keep you up-to-date with the latest news, developments and trends.
Tax Tracker News™ is our customized daily news service that’s delivered to you via email or your own personalized news web page.
Planning Articles that are written by professionals, help you stay up-to-date with articles relating to the hottest issues in wealth management. Includes articles from BNA Financial Planning Journal,TAXES — the Tax Magazine®, the Journal of Retirement Planning, the Journal of Practical Estate Planning, and more.
CCH Tax Briefings keep you current on recent tax legislation by providing summaries of law changes.
CCH@Hand™ – This revolutionary research tool 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.
Sample financial and estate planning forms, checklists, tables, charts and worksheets help guide you through your planning.
The Client Letter Toolkit makes communicating with your clients quick and easy.
FinEst Calcs™ provides you with more than 20 calculators that automate and consolidate financial and estate planning information and provide graphical representation.
An Election and Compliance Toolkit prepares ready-to-file election and compliance statements on tax planning related topics.
Schoenblum's Multistate Asset Protection Smart Charts - By selecting a list of topics, you can create a custom chart that allows you to locate multistate estate planning and asset protection information.
Answer Books include Executive Compensation Answer Book, Nonqualified Deferrel Compensation Answer Book, Individual Retirement Account Answer Book, Qualified Domestic Relations Answer Book, Roth IRA Answer Book, Estate and Retirement Planning Answer Book , and Financial Planning Answer Book.
