Cover more ground faster Tax & Estate Planning Centre on Taxnet Pro

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1 Cover more ground faster Tax & Estate Planning Centre on Taxnet Pro

2 INTELLIGENT. EFFICIENT. POWERFUL. Serious tax research starts with Taxnet Pro. An intuitive interface and state-of-the-art technology deliver relevant, authoritative tax information quickly and effortlessly. Intelligent, efficient, and powerful, Taxnet Pro is optimized for effective research. Unparalleled content With complete primary collections and extensive analytical materials, Taxnet Pro offers exclusive access to the current authoritative content that will give you clarity and insight into any tax issue. Intuitive user interface With seamless linking, comprehensive cross-referencing, and powerful search options, Taxnet Pro is designed for precision research that achieves better results. Powerful technology Powered by state-of-the-art technology, Taxnet Pro offers the fastest route to the relevant information that drives better business decisions. Taxnet Pro High performance tax research in a class all its own.

Specialized tools and information for Tax & Estate Planning All the estate-related tax expertise you need can be found in the Tax & Estate Planning Centre on Taxnet Pro.

3 Specialized tools and information for Tax & Estate Planning All the estate-related tax expertise you need can be found in the Tax & Estate Planning Centre on Taxnet Pro. Expert commentary Time-saving fillable forms Calculators Checklists Current awareness Split screen technology Tax & Estate Planning Centre has been customized for the estate planning professional. Get all the information you need in one convenient location. Read the latest news in tax & estate planning Search tax and estate planning documents exclusively Highlights features weekly editorially selected key topics Tools & Solutions includes more than 50 interactive checklists, calculators, tables, and fillable forms

4 What s in Tax & Estate Planning Centre? Unparalleled Content What s New (Archive) Analysis/Commentary Taxation of Trusts and Estates A Practitioner s Guide (Frostiak, Poyser and Chow) Canadian Taxation of Life Insurance (Marino and Natale) Taxation and Estate Planning (Brown) Tax Executives Institute (TEI) Commentary Articles Submissions STEP Submissions CBA/CPA Submissions Submissions to the U.S. Internal Revenue Service Tax Planner Guides What a Tax Planner Needs to Know about: Family Law The 21-Year Rule Gifts of Marketable Securities Business Succession Planning Registered Pension Plans Separate Insurance Trusts Principal Residence Exemption Personal Insurance Need Business Insurance Need U.S. Estate Tax Post-Mortem Tax Planning and Tax Elections at Death Tax on Split Income (the Kiddie Tax ) Powers of Attorney U.S. Vacation Properties Newsletters BorderCrossings Taxes & Wealth Management Tools & Solutions More than 40 checklists and fillable forms including: National Concordance of Estate Administration Tables Probate Fee Calculators for every province except Quebec Date Plus X Days Calculator Days Between Two Dates Calculator Search engine exclusive to Estates & Trusts documents Estate Tax Government Publications Government Forms Personal Taxation - T1 General - T1 - T1000 Trusts Taxation - T3 - T3 Schedules - T Quebec Trusts Forms and Trust Guides Employment Taxation - T4 Proposed Legislative Amendments and Explanatory Notes Plain Language Glossary of Estate Terms

5 Only Tax & Estate Planning Centre offers these superior features A unique landing page, accessible in English and French, that s designed to enhance and increase your research productivity. You will find everything you need to answer your tax and estate questions from this page, because it is customized for research and workflow related to estate-planning work. Exclusive current awareness information delivered through Highlights, What s New, and two newsletters Taxes & Wealth Management, and BorderCrossings. Exclusive tax planner guides written by the experts to alert you to issues arising from other areas of law related to estate planning. Powerful interactive tools such as planning checklists, calculators, and authoritative charts to save you time: More than 40 checklists in Word or Excel format with imbedded calculations that you can download for repeated use. The checklists serve as reminders of tasks that need doing, to reduce the risk of omissions and the loss of hard-copy versions. Convenient calculators help you find formulas (Probate Fee calculators), count days (Date Plus X Days and Days between Two Dates calculators), and run calculations with speed and accuracy. The Canadian Probate Taxes table provides a comprehensive snapshot of probate fees payable in each province or territory. The Canadian Bar Association s National Concordance of Estate Administration table compares steps in Estate Administration in the provinces and territories. Fillable tax forms speed completion and reduce the risk of error. Unparalleled expert resources and exclusive in-depth coverage to answer your complicated research questions. Three foundational works address the key topics: Taxation and Estate Planning, Catherine A. Brown Taxation of Trusts and Estates A Practitioner s Guide, Larry H. Frostiak, John E.S. Poyser, Grace Chow Canadian Taxation of Life Insurance, Manulife Financial, Tax, Retirement & Planning Services Newsletters and articles provide information, insight and current awareness: BorderCrossings newsletter, edited by Michael Pereira & Pinaki Gandhi, KPMG Taxes & Wealth Management newsletter, by David Chodikoff, Miller Thomson LLP and Martin Rochwerg, Miller Thomson LLP Articles covering more than 100 topic areas written by well-known authors. Time-saving Quick Search functionality, combined with quick access to Advanced Search templates for complex queries, helps you find what you need easily and efficiently. Exclusive Tax Experts Directory and Tax Experts Profile allow you to evaluate the credentials of our expert authors, and contact an expert directly for more information or clarification. Relevant non-tax case law and legislation necessary for providing estate planning and administration services. Relevant government publications to save you time sifting through unrelated CRA policy documents. Full integration with Taxnet Pro for the most comprehensive tax information.

6 Estate Planning on Checkpoint WG&L, PPC and RIA experts provide the most in-depth commentary and analysis to guide Estate planning professionals from plan development to drafting and administration of the final estate. The Warren, Gorham and Lamont (WG&L) treatises and journals are the definitive resource for strategies and insight. They are written by some of the nation s leading experts in estate planning, such as renowned author Howard M. Zaritsky. Checkpoint is your solution for understanding and evaluating worldwide tax and commercial laws. It provides expert guidance, a powerful system to optimize research efficiency, practice development tools to help build revenue, and the flexibility and integration that has revolutionized tax and accounting research. Call One Corporate Plaza, 2075 Kennedy Road, Toronto Ontario Canada M1T 3V4 carswell.com thomsonreuters.com 00218RK-E93799 MM6 05/14 PRINTED IN CANADA

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