How Can It Help You?

The Tax&EstatePlanningCentre helps you serve your clients by making it easier to find the right answers, fast.  

Consider these questions…

ü How often do you pay for advice to help a client on a complex estate planning issue?

The Tax&EstatePlanningCentre is a new destination on taxnet.pro that gathers all the information and tools you need. The Tax&EstatePlanningCentre combines exceptional tax information, time-saving checklists, calculators and charts, and superior functionality in one convenient and comprehensive environment.

ü Do you struggle to keep abreast of the latest developments in other areas of practice that have an impact on tax and estates?

Tax Planner Guides alert subscribers to issues arising in other areas of law that relate to tax and estate planning, through Highlights, What’s New.

Coming soon – Insightful Newsletters

ü What kind of commentary or expert opinion do you consult when making estate planning recommendations to your clients?

The Tax&EstatePlanningCentre features expert analysis from reputable authors including Catherine Brown, Joel T. Cuperfain, Larry Frostiak and others. The centre also includes the Tax Experts Directory which provides links to author biographies and selected works.

ü When interviewing a client, what process do you use to ensure that you are getting all the information you need to recommend a solid plan?

The Tax&EstatePlanningCentre features powerful interactive checklists to help to gather the facts you need from the client, and ensure you consider the planning option available to you. Work efficiently. Reduce the risk.

ü How do you currently calculate the tax liability for different estate planning options you might recommend to your clients?

Convenient powerful probate fee calculators allow you to calculate probate fees and identify filing dates quickly and easily.

ü When evaluating options for your clients, how often do you need to calculate probate fees or estate taxes in multiple jurisdictions?

The Tax&EstatePlanningCentre features probate fee comparative tables to assist with calculating fees and taxes in multiple jurisdictions.

ü What challenges do you have when completing and filing forms for your clients?

Access the form you need, instantly, and complete it electronically. Keep forms neat and easy to read with fillable forms available in the Tax&EstatePlanningCentre.

ü How much time do you spend figuring out “days between dates” and “number of days until” when doing client returns?

New “Days Plus X Days” and “Days Between Two Dates” calculators make it easy to determine timelines.

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