QUICKFINDER CATALOG FOR TAX PREPARERS FEATURING QUICKFINDER, PPC, RIA AND CHECKPOINT LEARNING

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1 QUICKFINDER CATALOG FOR TAX PREPARERS FEATURING QUICKFINDER, PPC, RIA AND CHECKPOINT LEARNING ORDER EARLY, SAVE BIG Pages QUICKFINDER HAS YOU COVERED. SUMMER 2015

2 ASSISTING VICTIMS OF TAX-RELATED IDENTITY THEFT Anyone regardless of whether they are required to file a tax return or not or whether they are a minor, an adult or even deceased can be impacted by identity theft. According to the Federal Trade Commission, 2014 marked the fifth consecutive year that tax-related identity theft was the number one identity theft complaint filed by consumers. Tax identity theft typically happens when someone uses a person s stolen identifying information to file a fraudulent tax return and obtain a refund. Practitioners should be alert for signs that identity theft has occurred. Telltale signs for individuals often include a return being rejected because the client s SSN already has been used or a client receiving an IRS notice or letter, such as Notice CP01B or Letter 5071C, requesting your client to verify their identity. Chapter 12 of the IRS Response Library has everything practitioners need to assist their clients who are victims of tax identity theft. Here are some immediate steps that can be taken to assist clients. 1. Obtain proper authorization from the client via a signed power of attorney (Form 2848). 2. Report the identity theft to the local police department and the FTC at identitytheft.gov or Contact the major credit bureaus to place a fraud alert on the account at equifax.com or , experian.com or or transunion.com or Report the identity theft to the IRS by contacting the Identity Protection Specialized Unit at Contact the Social Security Administration at ssa.gov or Respond to any IRS notices and submit a completed Form (Identity Theft Affidavit). This form allows the IRS to put an identity theft indicator on the client s tax account. A client whose return is rejected because someone else already filed under that SSN will have to file a paper return for the current year with the Form and Form 8948 (Preparer Explanation for Not Filing Electronically) attached. Unfortunately, identity theft issues can take many months to correct. In an audit report dated March 20, 2015, the Treasury Inspector General for Tax Administration (TIGTA) indicated that the timeline the IRS provides to identity theft victims for processing and resolving the case can be misleading. The IRS tells taxpayers their identity theft case will be resolved within 180 days; however, TIGTA found that on average the IRS took 278 days to resolve identity theft cases. 2 2

3 Tax identity theft typically happens when someone uses a person s stolen identifying information to file a fraudulent tax return and obtain a refund. Practitioners should be alert for signs that identity theft has occurred. Telltale signs for individuals often include a return being rejected because the client s SSN already has been used or a client receiving an IRS notice or letter, such as Notice CP01B or Letter 5071C, requesting your client to verify their identity. Download the complete special report at tax.thomsonreuters.com/idtheft Checkpoint IRS Response Library In the event that a client is notified by the IRS or otherwise suspects they have become a victim of tax identify theft, practitioners can play a valuable role in helping them regain their tax identity. Checkpoint IRS Response Library has the tools and guidance you need to efficiently assist clients with tax-related identify theft issues. The newly expanded Chapter 12 provides FAQs, background discussion of the topic and a step-by-step workplan for handling the matter with a sample engagement agreement, response documents, practical tips, examples and sample phone scripts. The Library provides subscribers the comfort and confidence to effectively respond to IRS taxpayer notices and represent clients in many types of engagements. Subscribers can quickly search by notice number and respond to the IRS and clients using a variety of tools, including scripts and response documents. With the IRS Response Library, subscribers will be able to: Search by specific notice number View a sample notice that their client received Read the included unique insights and sample scripts and correspondence provided by former IRS employees who know the ropes Link to primary law to verify recommended response against the source authority (code, regs and pubs.) Product Qty Product Code: IRLQ Regular Price* $329 $395 $494 $658 $823 Available Format: Checkpoint *12 month subscription on Checkpoint / updated quarterly Visit tax.thomsonreuters.com/irsresponse for a free product demo and additional information. 3

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5 Quickfinder Tax and Financial Tools All jobs get done better and faster when you have the right tools Quickfinder Tax and Financial Tools is specifically designed to help tax professionals do more each tax year without investing more time. With one simple download, the easy to use, comprehensive toolkit enables you to proactively communicate and implement tax-saving opportunities for your clients. It also saves valuable time when assisting clients with proposed transactions or responding to their tax questions. It provides hundreds of tools, including tax and financial planning calculators, worksheets, decision flowcharts, federal and state tax forms, tax organizers and client handouts that will save valuable time when preparing tax returns or advising individual and small business clients in tax and financial planning matters. Comprehensive tax practice resources that can impact your bottom line. Provide proactive tax planning guidance. Respond quickly, consistently and accurately to client questions Saves time when running the numbers : tax and financial calculations, estimated tax projections, evaluating tax-saving opportunities, etc. Improve accuracy hundreds of ready-to-use calculators, handouts and decision trees. Ensures consistency across team members during busy times. Tax Organizers tax organizers geared specifically for special types of individual taxpayers that tax preparation software typically doesn t cover. Plus, you also get various tax organizers that will help your business clients gather the information you need to efficiently prepare their returns. Client Handouts a wide variety of professionally-designed handouts you can give your clients to help explain individual and business tax topics, customized with your business contact information. Client and Staff Data Management Tools simple platform to store and manage client and staff information to ensure everything is well-organized and professional. Product Code: TBXI Regular Price: $230 New / $140 Renewal 12 month subscription for up to five users* Visit tax.thomsonreuters.com/qftools for a complete listing of tools. *Your subscription to Quickfinder Tax and Financial Tools (TBXI) will automatically renew at the conclusion of your initial term for subsequent terms of one (1) year each unless and until either party gives the other party written notice of termination before the end of the then current term. Once a renewal term has commenced, it is non-cancellable. Subscription renewals will be invoiced based on the price in effect at the time of renewal and the license fees are subject to increase over the previous year s term plus shipping and handling, if applicable. If a renewal term has begun, requests to cancel will be effective at the end of the current subscription term. Intuitive navigation for quick access Distinguish yourself with your clients via professional client management and communication. Consistent, professional client communication templates. Intuitive and easy to use client management and documentation platform allows client worksheets, decision trees, handouts and other output to be stored in one easy-to-access location. Includes: Individual Tax Calculator a robust two-year individual income tax calculator to help you estimate your client s income to determine quarterly estimated tax and extension payments or evaluate tax-saving opportunities. Financial Calculators a comprehensive set of essential calculators help you quickly run the numbers and evaluate business, retirement, investment, mortgages and loans and other personal finance issues. These calculators will help you advise your clients with confidence, speed and accuracy. Tax Flowcharts flowcharts that walk you step-by-step through the maze of various complex tax issues, save valuable time and get you to the answer you need. Tax Forms a comprehensive library of Federal tax, ACA Health Care and California tax forms that are frequently not included in your tax preparation software. Tax Worksheets essential individual, business and health care tax worksheets that are sure to save you time with the tax computations you won t find in your tax preparation software. Buttons for easy access to the various categories of tools Quick access to individual client accounts you ve set up to maintain documents Flexible Easy to Use and Comprehensive. If you are looking for a tax planning and research solution for your practice, I encourage you to review Quickfinder Tax and Financial Tools. We reference these materials several times a week for answers to client questions. Accounting Firm Partner; Newport Beach, CA Visit our NEW online marketplace: tax.thomsonreuters.com/taxprep

6 TAX PREPARATION QUICK REFERENCE QUICKFINDER TAX PREPARATION HANDBOOKS Authored by experienced tax professionals, Quickfinder tax preparation handbooks provide accurate, quick-read answers to all of your tax questions. Each handbook provides: Material that s organized in a unique tab structure based on the IRS tax forms and schedules Loads of quick reference tables and charts with the answers you re looking for quickly Examples that illustrate how the tax rules apply and how to report items on the return A What s New tab that summarizes significant current-year tax changes that are addressed throughout the Handbook, so you can quickly get up to speed on what s changed References throughout the Handbook to relevant Internal Revenue Code sections, IRS regulations and rulings and court cases so you can dig deeper into a subject if needed Premium Quickfinder Handbook The Premium Quickfinder Handbook is your trusted source for quick reference to tax principles that apply when preparing individual, business and fiduciary income, estate and gift, tax-exempt organization and payroll tax returns. It covers the essentials of preparing these tax filings, including detailed, true-to-life examples with filled-in forms and line-by-line explanations and addresses tax law changes and IRS developments, all in a concise, easy-to-use format. Whether determining how the tax rules apply to a particular transaction or event or how to report a particular tax item on the return or simply looking up an amount or rate, the Handbook gets you the accurate answers you need quickly. PRODUCT CODE: QPE Print $71 ebook $67 3-Ring Binder Print $74 Available December 2015 Premium Handbook CPE Course Premium 1040 and Small Business is a comprehensive CPE course that looks at the Premium Quickfinder Handbook and provides 14 hours of Continuing Professional Education (CPE) credit ($60 cost). Call for information on additional CPE courses. Comparing the Premium, 1040 and Small Business Quickfinder Handbooks The Premium Quickfinder Handbook is a compilation of the 1040 and Small Business handbooks. It excludes the following sections from each handbook. From the 1040: Estate and Financial Planning IRS, Penalties, Audits From Small Business: Employee Benefit Plans Starting a New Business Accounting Methods and Principles Tax Planning Acquisitions, Dispositions, Liquidations If you need coverage of these areas, we recommend you purchase the individual titles. Everything I needed for my mobile tax service in one well put together handbook. The last thing I need when arriving at my business client s office is to lug in a stack of reference material. Everything I needed was in the Premium Quickfinder Handbook. The information is straight to the point and easy to find. I will never go back to other inferior handbooks. Sole Practitioner; Newport, TN 6 Visit our NEW online marketplace: tax.thomsonreuters.com/taxprep

7 TAX PREPARATION QUICK REFERENCE 1040 Quickfinder Handbook The 1040 Quickfinder Handbook is your trusted source for quick reference to tax principles that apply when preparing individual income tax returns. It covers all aspects of preparing a Form 1040, including tax law changes and IRS developments and is presented in a concise, easy-to-use format. With the 1040 Quickfinder Handbook, you ll be on top of the ever-changing tax rules that apply to your individual client returns. Whether determining how the tax rules apply to a particular transaction or event or how to report a particular tax item on the return or simply looking up an amount or rate, the Handbook gets you the accurate answers you need quickly. PRODUCT CODE: Q40 Print $49 ebook $45 3-Ring Binder Print $52 Available December 2015 The group I work with prepares over 7,000 returns a year now. For at least the past five years we have all used Quickfinder as our tax resource on the spot. At least 99% of the time we can make a tax decision using the Quickfinder. We won t do taxes without it! Accounting Firm Owner I have been using the 1040 Quickfinder [Handbook] and Small Business Quickfinder [Handbook] for several years. The contents are extensive and the explanations are very easy to understand. I cannot imagine going through the tax season without them. I also got the 1040 Quickfinder ebook this year. Sole Practitioner; Buffalo Grove, IL Small Business Quickfinder Handbook Forms 1065, 1120, 1120S, 1041, 706, 709 and 990. The Small Business Quickfinder Handbook is your trusted source for quick reference to tax principles that apply when preparing business and fiduciary income, estate and gift, tax-exempt organization and payroll tax returns. It covers the essentials of preparing these tax filings, including detailed, true-to-life examples with filled-in forms and line-by-line explanations and thoroughly addresses tax law changes and IRS developments, all in a concise, easy-to-use format From start-up to termination issues and everything in between including employee benefits, accounting methods and principles, deductions, credits and tax planning this Handbook is a unique, one-stop solution for your many tax questions. PRODUCT CODE: QSB Print $49 ebook $45 3-Ring Binder Print $52 Available December 2015 Can t live without it I ve used this and the 1040 Quickfinder since I started in tax nine years ago. I switched firms this year, didn t have it and immediately found that I missed it. Ordered the electronic version, which lends itself to even faster searching than the original book. Would recommend this to any tax professional. A must have! Accounting Firm Staff Member; Albany, NY To order the current or prior tax year ebook editions on ProView, please call us at Visit our NEW online marketplace: tax.thomsonreuters.com/taxprep

8 TAX PREPARATION QUICK REFERENCE All States Quickfinder Handbook Get a complete, concise and consistent summary of instructions for filing out-of-state individual income tax returns with the All States Quickfinder Handbook. The Handbook covers returns for all 50 states and the District of Columbia, presenting topics in a consistent format making it faster and easier for you to find information for any state. The Handbook uses clear language and an easy-to-use, tabbed format, allowing you to quickly find the state tax filing information you need answering your critical questions for each state, including: What are the new tax developments for this filing year? Who is required to file in this state? Plus, the Handbook includes: A summary of state forms for resident, part-year and nonresident taxpayers Information about income, additions, subtractions, deductions, exemptions and credits Tax tables and tax rate schedules, saving you time in finding the correct tax amounts Hard-to-find city, county and school district information is summarized and quickly accessible Worksheets to assist you in correctly calculating amounts to report on the form Information on when returns are due, where and how to file them and how to obtain an extension How to make estimated tax payments, along with information on making electronic payments You ll also get easy-to-read charts for state tax rates, deductions and exemptions, Social Security and pension tax treatment, extension information, electronic filing information, conformity to federal bonus depreciation and Section 179 expense and filing status for same-sex couples. PRODUCT CODE: QST Print $80 ebook $76 Available January 2016 Individuals Special Tax Situations Quickfinder Handbook In addition to the general tax rules that apply to all individuals, some individuals are subject to special tax rules that apply to them because of their occupation, investments or life events. As a tax preparer, you ll likely encounter these types of clients so it s important to have a tax resource specifically designed to answer the questions you ll face when preparing their returns. The Individuals Special Tax Situations Quickfinder Handbook will save you time and money on those out of the ordinary tax returns or tax situations you ll encounter when preparing individual returns. It covers more than 30 types of unique taxpayers. The Handbook includes: A Quick Tax Briefing in each tab that provides an at-a-glance summary of the key tax rules and relevant IRS materials Key Terms and definitions you need to know about each type of client Tax preparation guidance covering the unique rules and filing requirements for specific types of taxpayers Timesaving tips, observations, cautions, strategies and other preparation alerts Real life examples to help you apply the rules to client situations Quick reference tables and charts By honing in on the tax rules that apply to specific taxpayers, the Individuals Special Tax Situations Quickfinder Handbook is the perfect complement to the 1040 Quickfinder Handbook. PRODUCT CODE: QSS Print $49 ebook $45 Available November 2015 Great resource for quick information! This book was recommended to us, and now I couldn t imagine preparing taxes without it. Whenever there is a new tax situation to understand, Quickfinder is my goto resource. It always has the answer without having to sift through pages and pages of tax code. Individual Tax Preparer: Pueblo, CO 8 Visit our NEW online marketplace: tax.thomsonreuters.com/taxprep

9 TAX PREPARATION QUICK REFERENCE Depreciation Quickfinder Handbook The Depreciation Quickfinder Handbook is your trusted source for quick reference solutions to help you determine the right recovery period, compute the right amount of depreciation, decide whether expenses need to be capitalized, manage the special rules for autos and other listed property, claim the Section 179 and bonus depreciation deductions, correct depreciation errors, work with like-kind exchanges and involuntary conversions and simplify a host of other complex tax issues. It provides quick answers to your business property questions in a concise, easyto-use format. For tax professionals who need more information on business property issues, this Handbook is the perfect companion to the widely relied upon 1040 and Small Business Quickfinder Handbooks. It concisely explains how to handle business property issues on tax returns and how to plan business property transactions for optimal tax results. The Handbook gets you the accurate answers you need quickly with: Lots of quick reference tables and charts that make it easy to find what you are looking for without having to read through pages and pages of text, including easy-to-read depreciation tables for MACRS (with or without bonus depreciation), ADS, AMT and ACRS A new law tab that summarizes significant current-year tax changes that are addressed throughout the Handbook so you can quickly get up to speed on what s changed and what to watch out for when preparing current-year returns Coverage of property dispositions, including tricky tax rules for installment sales, like-kind exchanges and depreciation recapture PRODUCT CODE: QDE Print $49 ebook $45 Available November 2015 Quickfinder Tax Tables Quickfinder Tax Tables are durable, laminated fold-out tools that provide the Quickfinder tables and charts you use most often, allowing you to quickly answer client questions without flipping through pages. Keep important tax facts and figures at your fingertips with the Quickfinder Tax Tables. Quickfinder Tax Tables are easy to take with you wherever you go, so you ll never be without key tax information at your fingertips. Tax Tables for Individual Returns Tax Tables for Business Returns Product Code: QLIP $16 Product Code: QLBP $16 Product Code: QLIPV $12 Product Code: QLBPV $12 Available Format: Print ebook Available Format: Print ebook Available December 2015 Available December 2015 NEWLY REVISED! RIA California Tax Handbook, 2015 Edition California taxes. CTHP: $95.45 / Softbound, updated annually. Available Format: Print Call for pricing on higher quantities. California is a complex state, but you ll be able to navigate all of the complicated details easily with the California Tax Handbook. This handy annual reference guide provides a round-up of the year s major legislation and other changes, including changes in IRC conformity. It includes practical charts and tables, current year tax tables, extensive references to the revenue and tax code and easy to read coverage of all To order the current or prior tax year ebook editions on ProView, please call us at Visit our NEW online marketplace: tax.thomsonreuters.com/taxprep

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11 Customer Favorites BASIC LIBRARY Essential resources for all tax preparers CORE LIBRARY Must have tax preparation resources u Quickfinder Premium Handbook (QPE), p.6 u All States Quickfinder Handbook (QST), p.8 Save 5% when you purchase together! u 1040 Quickfinder Handbook (Q40), p.7 u Small Business Quickfinder Handbook (QSB), p.7 u All States Quickfinder Handbook (QST), p.8 Save 20% when you purchase together! TAX PLANNING LIBRARY Key tax planning tools to serve your clients TAX PREPARATION LIBRARY Full suite of tools for tax preparers u Tax Planning for Individuals Quickfinder Handbook (QIP), p.14 u Social Security and Medicare Quickfinder Handbook (QSM), p.15 u IRA and Retirement Plan Quickfinder Handbook (QIR), p.15 u Health Care Reform Quickfinder Handbook (QHC), p.13 Save 20% when you purchase together! u 1040 Quickfinder Handbook (Q40), p.7 u Small Business Quickfinder Handbook (QSB), p.7 u All States Quickfinder Handbook (QST), p.8 Don t forget. The more you buy, the more you save. Add additional products to your library to save up to 30%. u Individuals Special Tax Situation Quickfinder Handbook (QSS), p.8 u Depreciation Quickfinder Handbook (QDE), p.9 u Quickfinder Annual Tax Update (Q15TP), p.14 u Quickfinder Tax Tips Newsletter (QFTN), p.16 Save 22% when you purchase together! Order online at tax.thomsonreuters.com/qfsave Call to speak to a Sales Specialist. * Promotion valid through September 25, Applies to new orders only. Not valid on CPE products and may not be combined with any other offers. Additional discount does not apply to TBXI or IRLQ introductory price but does count towards the order total. Thomson Reuters is not responsible for printing errors. Prices are subject to change without notice and do not include sales tax Thomson Reuters/Tax & Accounting. All Rights Reserved. 11

12 TAX PREPARATION QUICK REFERENCE TAX PREPARATION IN-DEPTH GUIDANCE MORE DETAILED TAX PREPARATION GUIDANCE AVAILABLE FROM THOMSON REUTERS PPC s 1040 Deskbook PPC s 1040 Deskbook provides detailed, easy-tounderstand and affordable tax return-focused guidance, complete with real-life examples and illustrations of completed forms, so owners and/or staff can quickly and easily resolve the key issues encountered when preparing individual tax returns. The Deskbook provides workflow guidance, tools and other practice aids that will save time, help ensure returns are accurately prepared and enable owners and/or staff to identify potential tax planning opportunities for clients. TDB: 2 VOLUMES Print $285 ebook $275 Checkpoint: Call for pricing Our firm has used the PPC deskbook series for over 10 years. It is a very practical, easy to use guide that is the go-to resource for our team. Checkpoint provides links from this resource to primary sources and further explanatory materials, making it an easy first stop for compliance-related questions. Accounting Firm Partner; Washington D.C. PPC s 1065 Deskbook Partnerships will be a top priority for the Small Business/Self-Employed (SB/SE) Division, according to the SB/SE Commissioner. With the key issues, examples, filled-in Schedule K-1s and other forms, checklists, worksheets and other quality control tools you ll find in PPC s 1065 Deskbook, you and your staff can solve the difficult or unclear issues encountered when preparing Form The Deskbook points out elections and other tax-saving opportunities while preparing the return; plus, the tax planning roadmap highlights planning opportunities that you and your staff can pursue after busy season. T65: 2 VOLUMES Print $285 ebook $275 Checkpoint: Call for pricing PPC s 1120S Deskbook Given the IRS s renewed interest in examining passthrough returns and emphasis on practitioner due diligence, proper preparation of your clients returns is more important than ever. With the key issues, examples, filled-in Schedule K-1s and other forms, checklists, worksheets and other quality control tools in PPC s 1120S Deskbook, you and your staff can solve the difficult or unclear issues encountered when preparing Form 1120S and Schedule K-1. The Deskbook points out elections and other tax-saving opportunities while preparing the return; plus, the roadmap highlights planning opportunities that you and your staff can pursue after busy season. T2S: 2 VOLUMES Print $285 ebook $275 Checkpoint: Call for pricing I am relatively new to this area, having been on the audit side of a CPA firm for years. This product is an excellent tool, covering every aspect of S corps. This product is saving me an enormous amount of time and is making me aware of many topics that I was not aware of. It is well worth the rather modest price. Accounting Firm Advisor, Missouri PPC s 1120 Deskbook Given the IRS s emphasis on practitioner due diligence, proper preparation of your clients returns is more important than ever. With the key issues, examples tied to filled-in forms, checklists, worksheets and other quality control tools you ll find in PPC s 1120 Deskbook, you and your staff can solve the difficult, unclear or misunderstood issues encountered when preparing Form The Deskbook points out elections and other tax-saving opportunities while preparing the return; plus, the tax planning roadmap highlights planning opportunities that you and your staff can pursue after busy season. T20: 2 VOLUMES Print $285 ebook $275 Checkpoint: Call for pricing 12 Visit our NEW online marketplace: tax.thomsonreuters.com/taxprep

13 TAX PREPARATION QUICK TAX REFERENCE PLANNING Health Care Reform Quickfinder Handbook Health care reform will have wide-ranging implications for individuals and employers. Employer mandates to provide insurance coverage, individual mandates to obtain coverage, credits and subsidies to help individuals purchase coverage, exchanges for acquiring coverage, new reporting requirements and taxes are a few of the many changes that will impact your clients. They are likely to have questions. We ve got the answers. Our Health Care Reform Quickfinder Handbook makes it easy for you to quickly locate answers and respond to the many questions your clients are asking. Topics covered in the Handbook include: Health Insurance Mandate for Individuals Obtaining insurance through a state exchange/market Premium and cost sharing assistance for individuals Health Insurance Mandate for Employers Penalty for not providing insurance to employees Employees of small employers eligible for state exchange participation Other taxes Notice and reporting requirements Health plan market reforms Health care reform resources PRODUCT CODE: QHC Print $49 ebook $45 Available December 2015 Health Care Reform Quickfinder Handbook provides a good overview as well as detailed information on the health care reform law. Covers the important points in an organized manner better than some of the seminars I have attended. Sole Practitioner; IL Excellent resource for understanding the Affordable Care Act as it relates to mandated health insurance coverage beginning in 2014 and also the 3.8% NII tax and 0.9% Medicare tax on earned income. VMIXON; The Woodlands, TX PPC s Guide to Health Care Reform Health care reform legislation has significantly altered the landscape for obtaining and providing health care benefits. PPC s Guide to Health Care Reform provides practical, easy-to-understand guidance on the key provisions of the Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act of You can use this guide to familiarize yourself with the legislation s provisions and the thousands of pages of regulations and guidance that have been issued. This will enable you to help your clients capitalize on opportunities and avoid or minimize penalties and other costs brought on by health care reform. Topics discussed include: The mandate requiring employers to provide affordable health insurance coverage to full-time employees and their dependents or pay a penalty The mandate requiring individuals to have minimal essential health insurance coverage or pay a penalty and the premium assistance and cost-sharing subsidies that will be available to help individuals pay for coverage Numerous new notice and reporting requirements placed on employers, plans, plan sponsors and insurers Information on the additional 0.9% Medicare tax and the 3.8% tax on net investment income Provisions affecting health care plans and the benefits they provide, including nondiscrimination requirements for fully insured plans, required coverage for employees adult children to age 26, prohibition on annual and life-time limits and pre-existing condition exclusions, cost-sharing limits, expanded coverage of preventive services, maximum waiting periods and specific rules for grandfathered plans Coverage of the small employer health insurance credit available to help eligible small employers offset the cost of providing insurance to employees You ll also get real-life examples, worksheets, completed forms, quick reference charts of implementation dates, client letters and a newsletter that alerts you to new developments as they occur. HCR: 1 VOLUME Print $335 Checkpoint: Call for pricing / Updated quarterly Visit our NEW online marketplace: tax.thomsonreuters.com/taxprep

14 TAX PREPARATION QUICK REFERENCE TAX PLANNING Quickfinder Annual Tax Update The Quickfinder Annual Tax Update covers significant tax developments that occurred during the calendar year, making it easy to stay abreast of changes affecting your clients. It s a single go-to resource that covers relevant new tax legislation, court cases, tax regulations and IRS pronouncements affecting individuals and small businesses. This Guide also includes an explanation of the tax development, as well as illustrative examples and practical insights needed to understand its impact. You ll also get handy reference tables and charts to help you quickly locate answers and respond to client questions. Whether you are preparing for busy season, getting up to speed on new tax rules or simply looking for a new rate or amount, the Quickfinder Annual Tax Update will save you valuable time and provide accurate answers. PRODUCT CODE: Q15TP Print $49 ebook $45 CHECKPOINT LEARNING WEBINAR Understanding Health Care Reform How the New Laws Impact Employers and Individual Taxpayers 8 CPE Credits Taxes $189 or FREE with Premier Plus 9:00 a.m. 5:00 p.m. CST July 15, August 13 Tax Planning for Individuals Quickfinder Handbook Income, Estate and Gift Tax Planning for Individuals Tax rules change from year to year and sometimes drastically. Whether it s simply rates and amounts or the addition or expiration of new tax provisions, keeping ahead of clients is a challenge for any tax practitioner. And many clients expect more from their tax practitioner than just preparing their tax returns. They want their practitioner to alert them to tax-saving ideas or simply be ready when they call with questions throughout the year. The Tax Planning for Individuals Quickfinder Handbook provides quick answers to a broad range of individual tax planning topics. Unlike other tax planning publications, this Handbook presents the material using Quickfinder s unique quick reference format that uses many charts, tables and examples plus plain-language descriptions of the tax-saving strategies. With this Handbook, you ll get: A broad range of tax planning ideas sure to reduce your individual clients federal tax burdens Numerous tables and charts with the most current information and amounts to help you quickly answer questions and determine which strategies apply to your clients A variety of real-life examples PRODUCT CODE: QIP Print $49 ebook $ Edition Currently Available Understand the impact of health care reform on employers and individual taxpayers and identify ways to help clients avoid the potential taxes and penalties that will be imposed on employers and individuals. This course will provide practitioners with the tools and strategies they need to effectively advise their clients in light of these reforms. Key course topics include final regulations on the 3.8% Medicare tax, real estate and the 3.8% tax, exchanges (marketplaces) and how they work, who qualifies for government assistance and more. To register and find out about more CPE information including Premier Plus, visit cl.thomsonreuters.com or call Visit our NEW online marketplace: tax.thomsonreuters.com/taxprep

15 TAX PREPARATION QUICK REFERENCE TAX PLANNING Social Security and Medicare Quickfinder Handbook As the baby boomers move into their retirement years, tax and financial professionals are likely to encounter questions from their clients about Social Security and Medicare. The Social Security and Medicare Quickfinder Handbook is an affordable, easy-to-use Handbook that provides the answers you need quickly. Here s what you ll get with this useful tool: All aspects of Social Security benefits, including eligibility, worker and family benefits, disability benefits, the SSI program, plus income tax issues to consider Medicare eligibility and enrollment plus the different types of coverage and costs Eldercare insurance, including long-term care and Medigap insurance policies PRODUCT CODE: QSM Print $49 ebook $45 Available December 2015 [ I] work for a small nonprofit wearing many hats. Several employees approaching retirement have raised questions regarding SS and Medicare. Having purchased several of your publications in the past, I did not hesitate to purchase Social Security and Medicare Quickfinder Handbook. Excellent reference tool, concise and easy to use! Controller; E. Syracuse, NY IRA and Retirement Plan Quickfinder Handbook The tax rules for IRAs and retirement plans can be confusing, often differing from plan to plan with important amounts changing from year to year. The IRA and Retirement Plan Quickfinder Handbook provides quick answers to questions involving eligibility, making contributions, limits on contributions and elective deferrals, covering employees, how distributions are taxed and when they are required, penalties and selecting beneficiaries, just to name a few. Whether encountering questions when preparing returns or advising a client on his or her retirement plan options, this Handbook will provide you with the answers you need in a quick-access, easy-to-read format. In addition, you ll have all the different IRA and retirement plan amounts right at your fingertips. With this Handbook, you ll get: The ins-and-outs of traditional and Roth IRAs with numerous examples to illustrate the key features The similarities and differences between SEPs, SIMPLE-IRAs, solo 401(k) and other small business retirement plans, including key factors to consider when choosing a plan What you need to know about how distributions are taxed, how beneficiaries can impact payouts and what s required for a tax-free rollover Quick answers without having to search through multiple publications or websites PRODUCT CODE: QIR Print $49 ebook $ Edition Currently Available To order the current or prior tax year ebook editions on ProView, please call us at Visit our NEW online marketplace: tax.thomsonreuters.com/taxprep

16 TAX PREPARATION QUICK REFERENCE MUST HAVE RESOURCES Stay on top of the latest tax and accounting news wherever you are with Quickfinder and PPC newsletters on Thomson Reuters ProView With ProView, you can access your newsletters from your ipad, Android tablet or PC online or offline. Quickfinder Tax Tips Newsletter The Quickfinder Tax Tips Newsletter is a monthly newsletter from the trusted source you rely on for fast, accurate, tax and financial planning information. Each month, the Newsletter brings you concise, easy-to-understand coverage of the latest essential tax developments including tax law changes, IRS releases and court decisions, plus timely tax planning strategies that you can use to guide your clients. The Newsletter also includes a monthly calendar of important tax due dates. Here s a quick summary of what you ll get: Briefings of important tax developments, so you re always in the know Essential tax update and law change information presented in easy-to-grasp Quickfinder tables Tax planning tips sure to save you time and your clients tax dollars Q&As based on customer questions so you learn from your colleagues experiences Key IRS releases, court cases and law change summaries to make sure you re not caught off guard A monthly tax calendar to keep you abreast of upcoming due dates The Quickfinder Tax Tips Newsletter keeps tax planning answers at your fingertips and keeps you up to date throughout the year. The Newsletter will complement your library of Quickfinder Handbooks. PRODUCT CODE: QFTN Print: 12-month subscription 12 issues $65 ebook $60 Your subscription to Quickfinder Tax Tips Newsletter will automatically renew at the conclusion of your initial term for subsequent terms of one (1) year each, unless and until either party gives the other party written notice of termination before the end of the then current term. Once a renewal term has commenced, it is non-cancellable. Subscription renewals will be invoiced based on the price in effect at the time of renewal and the license fees are subject to increase over the previous year s term, plus shipping and handling, if applicable. If a renewal term has begun, requests to cancel will be effective at the end of the current subscription term. PPC s Practitioners Tax Action Bulletins PPC s Practitioners Tax Action Bulletins (PTAB) goes beyond a traditional newsletter to provide tax professionals with practical, action-oriented guidance. It doesn t just report the tax news it tells you what it means for you and your clients and what you need to do about it. With PPC s Practitioners Tax Action Bulletins you will: Save time. We sift through hundreds of news items and consult with leading experts to identify topics you really need to know about. You ll get a quick-read summary of current developments, plus detailed, indepth practical guidance when needed. We ll tell you which clients are affected and what they need to do about it and give you the tools you need to do it. Increase profitability. PTAB s action-oriented guidance helps to generate more business by not only telling you what has changed in the federal tax world but also explaining how the changes impact your clients and your practice. Reduce stress and uncertainties. PTAB is written and reviewed by experienced tax practitioners who get to the bottom of what you need to know, as well as what other practitioners are doing. Let clients know you re watching out for them. When something happens that clients need to know, you ll get a sample letter to send them. Plus, each annual subscription includes a mid-year and endof-year planning letter, along with a client survey. Better yet, you can download these letters as Word documents ready to use in your practice. Work more efficiently. PTAB includes handy summary tables and checklists to save time on engagements. Plus, with Checkpoint delivery, you can instantly link to cited source materials (if included in another subscription) and search PTAB with other Checkpoint publications you own. Ensure a quality work product. In addition to covering the latest changes in the tax rules, you ll get annual return preparation checklists. You ll also receive help with hard-to-understand tax issues and traps for the unwary. Take advantage of our extensive archive of back issues. Checkpoint s powerful search capabilities put every issue back to January 1, 2007 right at your fingertips. PRODUCT CODE: TABN/TABV Print: 12-month subscription 12 issues $365 ebook $365 Checkpoint: Call for multi-user pricing 16 Visit our NEW online marketplace: tax.thomsonreuters.com/taxprep

17 TAX PREPARATION MUST QUICK HAVE REFERENCE RESOURCES PPC s Guide to Dealing with the IRS Unlike other publications that repeat the rules, PPC s Guide to Dealing with the IRS shows you how to apply the rules for your clients benefit with more than 150 tools and practice aids that enable you and your staff to work efficiently and effectively with the IRS. You ll get step-by-step guidance for more than 50 matters, work programs for major engagements, checklists for preparing forms and summaries of the law. There s also a chapter on managing client matters and another profiling typical client situations including strategies, filled-in forms and other practice aids for completing the engagement. IRS: 2 VOLUMES Print $290 Checkpoint: Call for pricing RIA Federal Tax Handbook, 2016 Edition Designed to provide quick and easy access to critical tax questions, the RIA Federal Tax Handbook offers comprehensive, insightful guidance on federal tax law, including the latest regulations, rulings and revenue procedures as well as precise explanations about changes that could impact your business or your clients. You ll get specific guidance on key tax topics, including individual, trust, partnership and corporate taxation, deductions, credits, capital gains, IRAs, SIMPLE and pension plans, education incentives, passive activity losses, employee benefits, estate and gift taxes and more. And you ll be able to quickly navigate any tax questions that arise with: Detailed coverage of the latest tax legislation A tax calendar Income, estate and gift, excise tax rates and Social Security tax thresholds Advice on which forms to use to report transactions Depreciation and inclusion amount tables Extensive professional guidance from our expert editorial team Available in print and ebook formats, this extensive resource offers premier guidance on federal tax law and comprehensive research aids to ensure you always have immediate access to the answers you need. Product Qty Product Code: FTH $98.25 $88.35 $83.50 $78.60 Available Formats: Print or ebook Also available in ebook/print combination: $ Call for pricing on higher quantities. PPC s Guide to Compilation and Review Engagements Compilation and review engagements require comprehensive, up-to-date reference resources to help you ensure compliance with the latest accounting standards. PPC s Guide to Compilation and Review Engagements contains hundreds of practice aids, sample reports, sample disclosures and financial statements to help you perform your engagements correctly and with maximum efficiency. Dozens of timesaving tools ensure you ll stay in compliance with professional standards and peer review requirements, reducing your risk of non-compliance. You ll be able to address nearly every situation you might encounter in a review or compilation engagement and have critical information and tools at hand. CAR/CARV2016: 4 VOLUMES Print $270 Checkpoint: Call for pricing NEW! PPC s Guide to SSARS Preparation Engagements PPC s Guide to SSARS Preparation Engagements explains the new financial statement preparation service introduced by SSARS No. 21 and gives you the guidance and practice aids you need to perform that service. Financial statement preparation may not be a complicated service, but it does have its own set of professional requirements that you must meet. The Guide includes: An overview of the requirements of AR-C 70, Preparation of Financial Statements, including differences from the requirements of compilation engagements Discussions to help you determine if this is a service you wish to provide to your clients Examples to help you determine when AR-C 70 is applicable to your practice and you need to structure your engagement to comply with its requirements Explanations of how your firm s quality control policies impact financial statement preparation services An illustrative engagement letter and engagement acceptance form A procedures checklist to help you document that you have met the requirements of AR-C 70 PRODUCT CODE: FSP / ONE USER Print $149 Checkpoint and ebook: Call for pricing Visit our NEW online marketplace: tax.thomsonreuters.com/taxprep

18 CHECKPOINT LEARNING CERTIFICATE PROGRAMS A new level of assurance in practical skills training Tax practitioners are required to be knowledgeable about a wide range of very technical topics. If they aren t, it can cost time, money and client confidence. That s why we developed Checkpoint Learning Certificate Programs. Offered on our platforms in self-study, blended learning formats, these programs can be completed in three months to a year and are a great way to earn CPE and specialized technical expertise in key subject areas. Checkpoint Learning Certificate Programs deliver much more than specialized knowledge they also deliver the peace of mind that comes with knowing that you and your staff have what it takes to handle the tricky areas. TAX RESEARCH Tax Research Certificate Program: Designed to develop and enhance foundational tax research knowledge to help ensure consistency and accuracy every time. HEALTH CARE REFORM Health Care Reform Certificate Program: Increase your client consulting and revenue opportunities related to health care reform legislation. Find out more at cl.thomsonreuters.com/getcertificate SELECT LEARNING SOLUTIONS QUICKFINDER SELF-STUDY COURSES 1040 Income Tax Preparation Download Free + $89 Grading Fee 10 CPE Credits This course focuses on the preparation of individual tax returns and covers filing status, exemptions, income and adjustments, personal deductions, tax calculations and tax planning opportunities. Ethics and Responsibilities of Tax Professionals Download Free + $35 Grading Fee 2 CPE Credits Understand the rules and regulations of the tax profession and their practical application in the daily operation of a tax professional s business. Meets two-hour ethics requirement for EAs. How to Order: Download CPE courses for free as PDFs, plus grading fee if you require CPE credit. To receive credit for these courses, search for Quickfinder courses on Checkpoint Learning at cl.thomsonreuters.com. CPE Compliance: All Quickfinder courses are part of Gear Up s NASBA National Registry of CPE Sponsor and QAS memberships. More CPE information can be found online. GEAR UP Gear Up Seminars Nationwide Our nationwide seminars attract thousands of attendees each year. Seminars provide insightful application of tax and accounting information, and attendees receive a comprehensive manual that alone is worth the price of registration! Gear Up sponsors nationwide seminars directly and in partnership with state associations. Of particular interest to tax preparers is our flagship 1040 Individual Tax seminar with two days spent on individual tax return issues. We cover new legislation, revenue rulings and procedures and case law to help the busy practitioner keep current. Speakers are all practicing preparers who share practical tips and insights to help you get ready for this tax season. Visit cl.thomsonreuters.com for seminar dates and locations. Also available in self-study formats! Gear Up Fall/Winter 2015 Conferences Royal Flush: Las Vegas, Nov. 30 Dec CPE Magic Week: Orlando, Dec CPE Find out more about these and other learning solutions at cl.thomsonreuters.com 18

19 Client Tax Question #122 COMMUTING Page 11-8 QUICKFINDER HAS YOU COVERED. Whether you re a long haul trucker or you drive a hearse, we all need a way to get from point A to point B. When it comes to your clients tax questions, we make connecting the dots easy. Carpools? Company cars? Public transportation? No problem. We ve heard it all before. That s because if it s out there, it s in here. Good overview as well as detailed information on the health care reform law. Covers the important points in an organized manner better than some of the seminars I have attended. Individual Tax Preparer, IL Quickfinder Tax.ThomsonReuters.com/Quickfinder 2015 Thomson Reuters. Thomson Reuters, Checkpoint, Quickfinder and the Kinesis logo are trademarks of Thomson Reuters and its affiliated companies. 19

20 3 Times Square New York, New York PRST STD U.S. Postage PAID Thomson Reuters QFCATJUL15 SAVE UP TO 30% ON QUICKFINDER PRODUCTS. See page for details. Visit tax.thomsonreuters.com/qfsave to place your order. NEW / FEATURED PRODUCTS: NEW! PPC S GUIDE TO SSARS PREPARATION ENGAGEMENTS See page 17 for details. CHECKPOINT IRS RESPONSE LIBRARY See page 3 for details. VISIT OUR NEW ONLINE MARKETPLACE: TAX.THOMSONREUTERS.COM/TAXPREP