Save up to $2050 when you purchase this 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.
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.