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|Health Care and Entitlements|
CCH Viewplan Advanced Makes Planners More Productive
(RIVERWOODS, ILL., March 5, 2003) – Estate planners can now
create sophisticated plans and compelling presentations quicker and
easier than ever before with CCH® ViewPlan AdvancedTM from
CCH INCORPORATED (CCH), a leading provider of financial and estate
planning information and software. (For additional information, call
1-800-449-8114 or visit tax.cchgroup.com.)
"CCH ViewPlan Advanced elevates estate planning to a
new level, so planners can work faster and smarter, with reliable
results for their clients," said Gail Fink, marketing manager for
CCH’s Federal and State Tax Group. "One program can now handle
virtually all of their estate planning needs."
CCH ViewPlan Advanced is a powerful new combination of the best
features of CCH ViewPlan® and all new, expanded functionality,
providing practitioners with the fastest, most easy-to-use estate
planning software available.
Includes Popular Transfer Techniques
CCH ViewPlan Advanced includes
the most popular charitable and intra-family wealth transfer
- CRAT – Charitable Remainder Annuity Trust
- CLUT – Charitable Lead Unitrust
- CRUT – Charitable Remainder Unitrust
- GRAT – Grantor Retained Annuity Trust
- NIMCRUT – Net Income with Makeup CRUT
- GRUT – Grantor Retained Unistrust Trust
- NIMCRUT FLIP – Flip to CRUT
- GRIT – Grantor Retained Income Trust
- PIF – Pooled Income Fund
- QPRT – Qualified Personal Residence Trust
- CLAT – Charitable Lead Annuity Trust
- SCIN – Self Canceling Installment Note
- Installment Sale
- Private Annuity
CCH ViewPlan Advanced expedites asset entry and provides
one-click viewing of charitable gift-giving scenarios, all supported
with vivid graphs and impactful text reports. A "calculations
log" creates an audit trail that shows exactly how the calculator
arrived at given results and quickly identifies possible input errors.
The program makes it easy for planners to show clients where there may
be additional liquidity needs, and offers options for funding that
CCH ViewPlan Advanced also gives practitioners all the tools
they need to accurately calculate and effectively present
estate-planning concepts to their clients. Colorful graphs,
flowcharts, spreadsheet-like calculation reports and
easy-to-understand explanatory text can be arranged in customizable
presentations, adaptable to virtually all planning options. Planners
can create and view a virtually unlimited number of plans and compare
up to three alternative plans side-by-side.
Availability and Pricing
For more information or to order CCH ViewPlan Advanced, call
1-800-449-8114 or visit the CCH website at tax.cchgroup.com.
Price for a one-year, single-user subscription is $1,475 plus
applicable tax, shipping and handling.
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,
insurance, human resources, health care and small business markets.
CCH is a Wolters Kluwer company. The CCH web site can be accessed at cch.com.
The CCH tax and accounting web site can be accessed at tax.cchgroup.com.
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