Checkpoint Business Tax Planning Package

Since solving tax-related inquiries with Thomson Reuters Checkpoint™, 70% of surveyed organizations improved their ability to answer questions more efficiently, without having to refer to outside consultants**.

Business tax planning can raise a myriad of tax questions on issues from choosing the right entity to minimizing tax on business operations, structuring compensation and benefit plans, buying or selling a business, succession planning, and more. And as a trusted advisor who is on top of the latest business tax developments and can proactively advise on their business, it is critical to have these answers at your fingertips to guide your clients in the right direction.

You’ll be able to identify and implement the best options for your tax planning with the Checkpoint Business Tax Planning Package, featuring practical solutions to address business tax planning needs from startup through dissolution, and everything in between. The package also includes roadmaps to help you go from compliance to identifying planning opportunities with your clients.

Additionally, you’ll get trusted and informed answers from a practical, real-world perspective that can address your clients’ business tax planning needs, with easy-to-understand language focused on the common issues for each subject area — not just general tax law. With practical examples illustrating how to plan for commonly encountered problems, including insights and tips from tax professionals with years of experience, you’ll be able to apply in-depth guidance to business tax issues.

See a detailed list of products in this package on the Table of Contents tab.

*Based on single user/one year subscription price.
**2018 TechValidate survey of Checkpoint users.

Demonstrate the value of your services by using timesaving and trusted resources in this package.

• PPC’s Tax Planning for Closely Held Corporations — Addresses issues that are encountered when responding to client questions or planning transactions, from forming and operating the corporation to planning a tax-favored reorganization or liquidation.
• PPC’s Tax Planning for Partnerships — Address how to identify, evaluate, and implement tax-saving strategies for partners and partnerships.
• PPC’s Tax Planning for S Corporations — Addresses the tax consequences of electing and maintaining S status, operating the S Corp, and terminating the S election.
• PPC’s Guide to Limited Liability Companies — Guidance on federal tax issues encountered by LLCs and their members.
• PPC’s Guide to Choice of Business Entity — Guidance on determining which type of business entity best fits the taxpayers’ needs.
• PPC’s Guide to Buying or Selling a Business — Guidance on compliance and planning information on the varied strategies associated with mergers, acquisitions, and the restructuring of an existing business.
• PPC’s Guide to Compensation and Benefits — Explanation, analysis, and advice that can be used to quickly evaluate fringe benefit alternatives, design compensation plans that motivate key executives, and ensure compliance with IRS rules, and avoid costly mistakes.
• PPC’s Guide to Real Estate Taxation — Guidance on every major aspect of real estate, and explains the tax consequences associated with acquiring, developing, operating, and selling or exchanging real estate.
• PPC’s Guide to Cafeteria Plans — Guidance on the unique requirements of establishing and maintaining cafeteria plans ensuring that all the benefits and tax savings associated with cafeteria plans are retained.

• Checkpoint Business Tax Planning Package Info Sheet View
• Practical Planning Packages Comparison View