Checkpoint Individual Tax Planning Package

What are the best options for funding retirement? Could you provide some effective charitable giving strategies? These are just some of the questions you’ll need to have answers for.

In a recent report, 70% of surveyed CPA/public accounting firms improved their ability to answer questions more efficiently since using Checkpoint™ to solve their tax-related inquiries**. And as a trusted advisor who is on top of the latest individual tax developments and can proactively advise on life events, it is critical to have these answers at your fingertips to guide your clients in the right direction.

You’ll be able to address individual tax planning needs, including retirement funding options and charitable giving strategies, as well as funding education, estate planning, and divorce with the Thomson Reuters Checkpoint Individual Tax Planning Package. 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’ individual tax planning needs, such as investment, social security, Medicare, Medicaid, trusts, self-employment, life insurance, and family partnerships. With this comprehensive, in-depth guidance for analyzing and implementing hundreds of tax-planning strategies and techniques, you can help your clients plan for their future.

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 Guide to Tax Planning for High Income Individuals — Guidance on vacation homes, harvesting capital gains and losses, charitable giving strategies, and more.
• PPC’s Guide to Self-Employed Individuals — Guidance on critical issues related to starting, operating, and selling a sole proprietorship.
• PPC’s Guide to Retirement Planning — Guidance on every aspects of retirement planning from cash flow and investments to social security, Medicare, and eldercare.
• PPC’s Guide to Practical Estate Planning — Guidance on practical solutions to wealth transfer challenges.
• PPC’s Guide to Individual Retirement Accounts — Guidance on traditional IRAs, Roth IRAs, and employer-sponsored IRAs, such as SEPs, SIMPLE IRAs, and payroll deduction IRAs.
• PPC’s Guide to Charitable Giving Strategies — Step-by-step guidance on how clients can use charitable trusts, private foundations, pooled income funds, and other strategies to accomplish their charitable giving goals and generate significant tax savings.
• PPC’s Guide to Divorce Taxation — Guidance on how to apply the special tax rules appropriate to divorcing couples.
• PPC’s Guide to Life Insurance Strategies — Guidance on evaluating insurance needs, analyzing and comparing coverage, and increase understanding of the unique income, gift, and estate tax implications of life insurance.

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