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Content and Tools
New Financial Planning Answer Book (Rattiner)
New financial planning content covering five key areas:
- investments
- employee benefits/retirement plan assets
- insurance
- income tax and estate planning
- regulatory issues
The approach is practical and comprehensive, covering the basics of each topic through practical explanations and expert guidance on applying the techniques, navigating the laws and regulations, and achieving the client’s goals.
New Interactive Checklists
Easily track progress when preparing federal income tax returns for individuals and corporations. These new interactive preparation checklists are available on the Tax Tools page and in related Topic Pages.
- Form 1040 Preparation Checklist
- Form 1120 Preparation Checklist
Search Enhancement
Accounting & Audit Terms
Enhancements related to CCH AnswerConnect thesaurus functionality have been implemented to recognize certain terms of art that are unique to Accounting & Audit (A&A).
Examples:
- A search for "fair market value" includes unique synonyms in the A&A context, surfacing highly relevant content at the top of search results on the A&A tab.
- A search for "minority interest" surfaces highly relevant content on noncontrolling interests at the top of search results on the A&A tab.
