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Solutionsä For Financial Planning Provides Expert Insight, Practice Tools On The Internet
Expert Guidance for New, Experienced Professional Planners
(RIVERWOODS, ILL., February 9, 2000) Financial planners, accountants,
attorneys and other professionals who wish to expand into or bring greater depth to their
financial planning practices now have an authoritative Internet resource for a theoretical
grounding in the field, as well as real-world insights and practice tools. Now available
from CCH INCORPORATED (CCH), a leading provider of tax and business law information and
software, CCH Solutions for Financial Planning (http://planning.cch.com) is a valuable series of practice-focused
treatments of essential topics in the areas of estate, investment, insurance and
retirement planning, all authored by expert practitioners.
The primary emphasis of CCH Solutions is on practical observations
cautions and comments to help practitioners better serve their clients provided by
some of the most respected and notable professionals in financial planning.
"The discussions are authored by recognized experts in the field, including Robert
Levitt and Jay L. Shein, considered by Worth magazine to be among the top financial
planners in the United States," said Stephani Berger, marketing manager, CCH
financial and estate planning products. "This gives users an immediacy and a results
focus that translates theory into proven practice. This is especially valuable for
accounting professionals who are currently expanding their practices into financial
planning and are looking for experienced guidance."
Key Topics, Modules
The initial topics and authors on CCH Solutions for Financial Planning
concentrate on areas that are at the core of any financial planning practice.
- Asset Allocation and the Portfolio Structure (Jay
L. Shein, Ph.D., CFP, CIMA)
- Asset Allocation and the Investment Management Process (Michael Ryan, CFP, CIMA)
- Investment Planning with Mutual Funds (Robert
Levitt, CFP, CFA)
- Individual Retirement Accounts (Durward J.
- Planning for Withdrawals from Retirement Plans (Svetlana
V. Bekman, Esq. and David Hodgman, Esq.)
- Planning for Early Retirement (David Strege,
- Estate Planning with Life Insurance (Charles D. Fox IV,
- Generation-Skipping Transfer Tax (Scott Bieber,
- Estate Planning for Foreign Income and Property (G.
Warren Whitaker, Esq.)
- Evaluating Health Insurance (Craig Havighurst)
- Evaluating Disability Income Insurance (Alan
Canfield, CLU, ChFC)
- Evaluating Business Insurance (Gary Lockwood,
Special Planning Considerations
- Financial Planning for Divorce (Cicily Carson Maton,
- Education Planning (Karen P. Schaeffer, CFP)
Each month, CCH will be expanding CCH Solutions for Financial Planning to
include additional coverage in the areas of estate, investment, insurance and retirement
planning, as well as planning for special circumstances. New material will be highlighted
in a What's New feature. Upcoming topics include:
- Planning for Individuals with Special Needs
- Lifetime Gifting
- Charitable Giving
- The Marital Deduction
- Evaluating Life Insurance
- Investment Planning with Real Estate
- Financial Planning for the Elderly
- Asset Protection Planning
- Financial Planning for Expatriates
- Business Succession Planning
- Valuation Strategies
Practice Tools, Links to Authority, U.S. Master Tax Guide Included
Practice tools such as charts, sample documents, questionnaires and filled-in forms are
featured in each topical treatment. For example, the treatment of IRAs offers 16 practice
tools, including: a chart of principal characteristics of different IRAs; official IRS tax
forms; sample trust or custodial agreement clauses; a contribution worksheet for a Roth
IRA for an unmarried taxpayer; life expectancies tables; an illustration of the effects of
life expectancy recalculation; and typical qualifying language for a QTIP trust as
beneficiary of an IRA.
The practice tools include introductory comments and cross-references to the main
explanation that place each tool in context. Every discussion also contains links to the
Internal Revenue Code and its accompanying regulations, as well as cross-references to
other material in CCH Solutions for related discussion. The CCH 2000 U.S. Master
Tax Guide, a favorite quick-reference resource of tax practitioners for more than 80
years, is also included with each subscription.
In addition, a "Community" section of the CCH Solutions web site
provides links to commonly used financial and estate planning web sites, journals and
books and offers a discussion forum for subscribers on financial planning issues. Also,
"Whats New" alerts subscribers to new developments and features.
Intuitive, Powerful Interface
CCH Solutions for Financial Planning has all the functionality available in the CCH
Internet Tax Research NetWork, the industrys standard-setting Internet research
service. Valuable features include CCHs easy and exclusive 2-step search, easy
navigation, the ability to set preferences, a Path that records research steps and a Keep
List that can be used to collect documents for printing or review and Login Express. The
intuitive, Internet-based interface ensures that subscribers can quickly find what they
need and that time spent with CCH Solutions is productive.
Breadth and Depth
CCH Solutions brings even greater breadth and depth to CCHs leadership in the
estate and financial planning area. Professionals have long relied on the companys Federal
Estate & Gift Tax Reporter, Financial and Estate Planning, CCHÓ FinEstCalcsä and CCH ViewPlan,
when advising and guiding clients through the complex financial planning process.
Availability and Pricing
Price for an 18-month initial subscription to CCH Solutions for Financial Planning
is $895. For more information or to order, call 888 CCH REPS (888-224-7377).
About CCH INCORPORATED
CCH INCORPORATED, headquartered in Riverwoods, Ill., was founded in 1913 and has served
four generations of business professionals and their clients. The company produces more
than 700 electronic and print products for the tax, legal, securities, human resources,
health care and small business markets. CCH is a wholly owned subsidiary of Wolters Kluwer
U.S. The CCH web site can be accessed at www.cch.com.
The CCH Federal and State Tax site can be accessed at http://tax.cchgroup.com.
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