Top Experts in Financial and Estate Planning Give Road Map to Hottest Trends and Potential Future Pitfalls

Recent developments such as Hurricane Katrina and political considerations have made the areas of financial and estate planning uncertain as far as being able to accurately advise clients of what to expect in the future, according to the CCH Financial and Estate Planning Editorial Advisory Board. The group met in the fall to discuss recent trends in the areas of financial planning, estate planning, retirement planning, accounting firm oversight and insurance. Board member Sanford Schlesinger commented during the meeting, “I am very uncomfortable because how do we advise clients of the change in the law when we do not know what the law is going to be three weeks or six weeks from now?” The group went on to highlight the areas of uncertainty as well as provide tips on how they are dealing with these uncertain times in their own practices.

* * * * *

This story is from the CCH’s monthly Focus on Tax newsletter, which provides advise and guidance on federal and state tax issues for tax and accounting professionals.

Read this article from CCH’s Journal of Taxation of Financial Products.


Wolters Kluwer Tax and Accounting

Wolters Kluwer Tax and Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency. Wolters Kluwer Tax and Accounting is part of Wolters Kluwer N.V. (AEX: WKL), a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2016 annual revenues of €4.3 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

All stories by: Wolters Kluwer Tax and Accounting