Academic Advantage Program Industry-leading tax, audit, accounting and finance tools for students
2 ACADEMIC ADVANTAGE PROGRAM Introduce your students to the resources and tools they ll actually use in their professional career! Accounting firms across the U.S. have trusted our PPC accounting and auditing guidance, engagement workflow tools and integrated quality control system for over 30 years. Now, PPC audit and accounting solutions are available to academic institutions from Thomson Reuters Checkpoint. Accounting and Audit These PPC academic packages were designed for schools that provide courses in accounting and audit. PPC s Core Accounting and Financial Statement Library Product code: CWAAFQ Price: $599 (IP Authenticated Access) Includes the following seven titles: Guide to Accounting and Reporting for Estates and Trusts Guide to Accounting for Income Taxes Guide to Cash, Tax and Other Bases of Accounting Guide to GAAP Guide to Preparing Financial Statements Guide to Real Estate Guide to Related Parties (including VIEs) Relied upon by thousands of firms as the industry standard, PPC has been the leading national brand for specialized information, guidance and practice aids for accountants, auditors and tax practitioners for over 30 years. PPC s Choice Audit and Accounting Library (Pick five titles) Product code: CWAAFQ and CWAP5Q Price: $999 (IP Authenticated Access) Includes PPC s Core Accounting and Financial Statement Library and your choice of five titles from the following list: Guide to Audit Risk Assessment Guide to Auditor s Reports Guide to Audits of Nonprofit Organizations Guide to Audits of Nonpublic Companies Guide to Business Valuations Guide to Compilation and Review Guide to the Clarified Auditing Standards Guide to the Financial Reporting Framework for Small- and Medium-Sized Entities Guide to Forecasts and Projections Guide to Fraud Risk Assessment Guide to GAAS Guide to Internal Control and Fraud Prevention Guide to Internal Control Communications Nonprofit Financial and Accounting Manual Guide to Nonprofit GAAP Guide to Nontraditional Engagements Guide to PCAOB Audits Guide to Preparing Nonprofit Financial Statements tax.tr.com/checkpoint-tools
ACADEMIC ADVANTAGE PROGRAM 3 PPC s Essential Audit and Accounting Library Product code: WAEAQ Price: $1,399 (IP Authenticated Access) Includes the following 26 titles: Guide to Accounting and Reporting for Estates and Trusts Guide to Accounting for Income Taxes Guide to Audit Risk Assessment Guide to Auditor s Reports Guide to Audits of Nonprofit Organizations Guide to Audits of Nonpublic Companies Guide to Business Valuations Guide to Cash, Tax and Other Bases of Accounting Guide to Compilation and Review Guide to the Clarified Auditing Standards Guide to the Financial Reporting Framework for Small and Medium-Sized Entities Guide to Forecasts and Projections Guide to Fraud Risk Assessment Guide to GAAP Guide to GAAS Guide to Internal Control and Fraud Prevention Guide to Internal Control Communications Nonprofit Financial and Accounting Manual Guide to Nonprofit GAAP Guide to Nontraditional Engagements Guide to PCAOB Audits Guide to Preparing Financial Statements Guide to Preparing Nonprofit Financial Statements Guide to Real Estate Guide to Related Parties (including VIEs) Government Documents Library Schools that subscribe to one of PPC s Academic Advantage Libraries can receive 50% off select Checkpoint Tools and SMART Practice Aids! Practice Aids are designed to support the audit and accounting engagement process. They include editable Microsoft Word and Excel versions of all of the checklists, audit programs, letters and practice aids contained in the related PPC Guides. Accounting for Estates and Trusts (PETQ) Auditor s Reports (PARQ) Audits of Nonprofit Organizations (PNPQ) Audits of Nonpublic Companies (PBSQ) Business Valuations (PBVQ) Cash, Tax and Other Bases of Accounting (PCTQ) Compilation and Review Engagements (PCRQ) Forecast and Projections (PFOQ) Internal Control and Fraud Prevention (PICQ) Nonprofit Financial and Accounting (PNBQ) Nontraditional Engagements (PNEQ) PCAOB Audits (PASQ) Real Estate (PREQ) PPC s Workpapers are Excel based templates that have dynamically changing content, automated calculations and diagnostics. Nonpublic Companies (WPCQ) Nonprofit Organization Audits (WPNQ) SMART Practice Aids is an innovative audit tool that brings advanced functionality to PPC s Practice Aids. The most widely used solution in the industry, SMART Practice Aids is used by auditors nationwide to plan and execute the entire audit process, from beginning to end, in compliance with complex auditing standards. Audit Essential with Disclosure (SPE2Q) Audit Essential with Disclosure and Compilation and Review (SPE3Q) PPC s Practice Aids, Workpapers and SMART Practice Aids are locally installed software applications that can only be installed and used on university-owned computers in a dedicated computer lab. For more information, visit our website at tax.tr.com/checkpoint-tools. Teach students how to properly conduct an audit using PPC s industry-leading top-down, risk-based audit approach.
4 ACADEMIC ADVANTAGE PROGRAM Add-On Products Available add-on packages to the Academic Advantage Program include: AICPA Professional Library (WTAIC)* FASB Codification and Related Materials (FASAQ)* GASB Reference Materials (GSBAQ)* GAAP Reporter with FASB Codification (GAREPQ)* COSO Internal Control Integrated Framework (COSIFQ)* International Financial Reporting Standards (WTIAS)* IFRS for Small- and Medium-Sized Entities (ISMAQ)* IFAC Professional Standards (WTIFAQ)* WG&L International Accounting Academic Advantage Bundle (IABAQ)* *IP authenticated access for faculty and students only Corporate Finance Academic Advantage: Electronic Accounting, Reporting and Disclosure Library Designed for schools that offer courses in accounting, auditing, corporate finance, financial reporting and management Product Code: WTFRM Price: $2,550 (IP Authenticated Access) Accounting and Financial Statements (U.S. GAAP) Provides concise analysis and useful examples for GAAP accounting. Coverage includes: Accounting for Business Combinations Accounting and Auditing Disclosure Manual Checkpoint Catalyst: U.S. GAAP Corporate Finance Weekly Update GAAP Practice Manual Real Estate Accounting and Reporting Manual Financial Management and Controllership Contains resources that will help students learn strategic planning and financial management. Coverage includes: Financial Management Fundamentals Accounting and Financial Reporting Budgeting and Forecasting Cost Management Cash Management Mergers, Acquisitions and Divestitures Human Resources Controllership for Smaller Companies Internal Controls and Risk Management Control Points and Risk Assessment International (IFRS) Provides concise analysis to help students understand how to comply with IFRS. Coverage includes: Analysis of IAS 12, Income Taxes International Accounting and Financial Reporting Internal Auditing Provides coverage on everything from basic auditing functions to advanced auditing techniques. Coverage includes: Bank Auditing and Accounting Report Internal Auditing Internal Auditing Manual Internal Auditing Report Modern Accounting and Auditing Checklists Practical IT Auditing SEC Compliance Provides comprehensive analysis of SEC requirements with sample disclosures in an easy to understand format. Coverage includes: Handbook of SEC Accounting and Disclosure SEC Accounting and Reporting Update SEC Expert: Domestic Filers SEC Reference Library PCAOB General Library and Auditing Standards
ACADEMIC ADVANTAGE PROGRAM 5 Taxation Academic Advantage: Core Tax Library Designed for colleges and universities that offer courses in federal and state taxation. Product Code: WAAPW Price: $3,060 (IP Authenticated Access) Federal Tax Federal Tax Coordinator (47 Volumes) U.S. Tax Reporter Income/Estate and Gift/Excise (35 Volumes) Citator 2nd Federal Tax Handbook Federal Taxes Weekly Alert Newsletter With Archive Complete Analysis of New Tax Acts Tax Planning and Practice Guides Tables, Rates and Checklists Sample Client Letters Topical Indexes State and Local Tax State and Local Tax Reporters for All Jurisdictions Complete State Regulations/Administrative Codes State and Local Weekly Newsletter With Archive State Tax Citator (Basic Version) List of Approved Laws Legislative Highlights State Statutes State Legislation State Regulations State Employment Regulations Federal Court Cases on State Issues Miscellaneous Multistate Materials Complete Topical Indexes for All States 45+ Tax Planning and Practice Guides Tables, Rates and Checklists Federal Source Materials Internal Revenue Code with History Final, Temporary, Proposed Regulations and Preambles Committee Reports U.S. Tax Treaties in Force Revenue Rulings (1954 Present) Revenue Procedures (1955 Present) Notices (1980 Present) Announcements (1959 Present) Delegation Orders (1956 Present) Private Letter Rulings/TAMs (1953 Present) Federal Tax Cases Federal Tax Decisions General Counsel Memoranda (1962 Present) Actions on Decisions (1967 Present) Tax Court Rules Federal Procedural and Federal Claims Court Rules Pending and Enacted Tax Legislation Explanation of Tax Legislation Enacted (Blue Books) Internal Revenue Bulletins IRS Publications IRS News Releases Field Service Advice Service Center Advice Chief Counsel Advice WG&L Journals (with archives) Journal of Taxation Practical Tax Strategies Journal of Corporate Taxation Journal of Multistate Taxation and Incentives
6 ACADEMIC ADVANTAGE PROGRAM Thomson Reuters Checkpoint Catalyst is the perfect resource to help students learn how to do complex transactions from start to finish. For more information, visit checkpointcatalyst.com. Checkpoint Catalyst Product code: WCATEDQ Price: $1,450 (IP Authenticated Access) Get the clarity, color and context your students need to quickly see the whole picture with Checkpoint Catalyst. Connect the dots between federal, state and U.S. international tax implications with multiple expert perspectives, so your students can be confident that they haven t missed anything. Enhance learning with diagrams, tools, document assembly, decision trees and what-if scenarios embedded directly within the content. I always talk about the Wow factor... something that really inspires you and makes you say I didn t know I could do this. Well, Checkpoint Catalyst has done that for our firm. David A. Springsteen CPA, MBA, CGMA Senior Partner in charge of Tax Services, Withum Smith + Brown, PC Designed specifically for the web Take full advantage of the web with this online system s lightning-fast navigation. Open and close sections as you need them, reducing clutter and keeping the most critical information in focus. Highlights state, federal and U.S. international tax implications State tax items are easily overlooked, but with state-specific details available in context, Checkpoint Catalyst has you covered. Reduce the risk of missing something important with state, federal and U.S. international tax implications included as part of the main topic discussion. Save valuable time by eliminating the need to do supplemental research in separate databases. Get answers on topics that are the most important to and are frequently encountered by practitioners with business-income related tax issues. We will continue to develop content in the following subject areas, including Real Estate Investment Trusts (REITS) and IRC 482 Allocations: C Corporations Consolidated Groups Partnerships S Corporations Cost Recovery Sales and Exchanges Investments Tax Accounting State Specific Topics International (U.S. Income Tax)
ACADEMIC ADVANTAGE PROGRAM 7 Checkpoint Catalyst contains charts, diagrams, calculators, tables and tools that will help students learn how to do complex business transactions. Checkpoint Catalyst: U.S. GAAP Product code: CCGCIEDQ Price: $395 (IP Authenticated Access) Example figure which shows the accounting differences between Asset Acquisition and Business Combination Get practical insight and expertise on accounting topics that are complex, undergoing changes or challenging to apply with Checkpoint Catalyst: U.S. GAAP. Current focus areas include business combinations, consolidation, financial instruments (classification and measurement), leases and revenue recognition. Additional topics including impairment of financial instruments are coming in 2017 2018. This unique resource makes extensive use of graphics to illustrate processes and concepts and includes hundreds of expert observations, sample disclosures and recognition and measurement examples. Access extensive diagrams, illustrations, calculations and sample journal entries all designed to help students go beyond the standards to gain an understanding of the context surrounding a specific situation or set of facts. Example figure which lists the basic steps of the Acquisition Method
8 ACADEMIC ADVANTAGE PROGRAM Additional offerings popular with schools Business Entity Treatise Library Product code: WTRE Pricing available upon request Get expert guidance and strategies for federal income tax planning with the Business Entity Treatise Library, a premium complete tax analysis library. This grouping has strategic emphasis on the issues related to taxation of business organizations, in addition to the encyclopedic coverage of Bittker and Lokken. Federal Income Taxation of Corporations and Shareholders, 7th Edition (Bittker and Eustice) Federal Taxation of Income, Estates and Gifts, 2nd/3rd Edition (Bittker and Lokken) Federal Income Taxation of S Corporations, 5th Edition (Eustice, Kuntz and Bogdanski) Federal Taxation of Partnerships and Partners, 4th Edition (McKee, Nelson and Whitmire) IRS Practice and Procedure, Revised 2nd Edition (Saltzman and Book) Limited Liability Companies: Tax and Business Law (Bishop and Kleinberger) International Tax & Transfer Pricing Library Product Code: WITP Pricing available upon request The International Tax Library Plus Transfer Pricing is a complete international tax solution that consists of the following titles: Foreign Tax Credits (Andersen) U.S. International Tax Forms Manual: Compliance and Reporting (Tilton) U.S. International Taxation (Kuntz and Peroni) U.S. International Taxation: Agreements, Checklists and Commentary (Lowell and Martin) U.S. Taxation of Foreign-Controlled Businesses (Levey) U.S. Taxation of International Mergers, Acquisitions and Joint Ventures (Dolan, Jackman, Dabrowski and Tretiak) Analysis of United States Income Tax Treaties (Andersen) International Taxation: Withholding (Michaels) International Transfer Pricing: OECD Guidelines (Lowell, Martin and Levey) U.S. International Taxation: Practice and Procedure (Lowell and Martin) U.S. International Transfer Pricing (Lowell and Martin)
ACADEMIC ADVANTAGE PROGRAM 9 IRS Response Library Product Code: IRLQ Pricing available upon request The Checkpoint IRS Response Library is a great resource for schools that have low-income taxpayer clinics. Confidently and effectively respond to IRS taxpayer notices. Search by notice number using a variety of tools, including scripts and response documents. Checkpoint IRS Response Library covers over 17 major areas: Taxpayer Advocate Service Liens and Levies Offers in Compromise Installment Agreements Other Collection Alternatives Past-Due Returns Return Corrections and Adjustments Spousal Issues Audits Identity Theft Affordable Care Act Trust Fund Recovery Penalty Penalties Engagement Agreements Client Consents IRS Account Research IRS e-services Transcript Delivery System Estate Planning Library with WG&L Treatises Product Code: WESPC Pricing available upon request The Estate Planning Library is the only online estate tax product that consolidates all aspects of estate planning and administration from plan development to administration and settlement of the final estate. The Library includes full text of supporting primary law documents as well as federal and state tax forms via the internet. In addition, it includes over 20 authoritative WG&L treatises to help students learn how to plan, draft and administer an estate plan. Advising the Elderly or Disabled Client, 2nd Edition (Frolik and Brown) Asset Protection: Legal Planning, Strategies and Forms (Spero) Charitable Giving: Taxation, Planning and Strategies, 2nd Edition (Fox) Estate Planning and Wealth Preservation: Strategies and Solutions (Henkel) Estate Planning for Farms and Other Family-Owned Businesses (Bellatti) Estate Planning Law and Taxation, 4th Edition (Westfall and Mair) Federal Estate and Gift Taxation, 9th Edition (Stephens, Maxfield, Lind and Calfee) Federal Income Taxation of Estates and Trusts, 3rd Edition (Zaritsky, Lane and Danforth) Federal Tax Valuation (Bogdanski) Federal Taxation of Trusts, Grantors and Beneficiaries, 3rd Edition (Peschel and Spurgeon) Generation-Skipping Transfer Tax, 2nd Edition (Harrington, Kwon, Plaine and Zaritsky) Irrevocable Trusts: Analysis With Forms (Esperti, Peterson and Keebler) Personal Financial Planning Handbook: With Forms and Checklists, 2nd Edition (Pond) Post Mortem Tax Planning, 3rd Edition (Kasner, Strauss and Strauss) Representing the Elderly or Disabled Client: Forms and Checklists With Commentary (Begley, Jr. and Hook) Retirement Planning: Tax and Financial Strategies, 2nd Edition (Streng and Davis) Structuring Buy-Sell Agreements: Analysis With Forms, 2nd Edition (Zaritsky, Aghdami and Mancini) Structuring Estate Freezes: Analysis With Forms, 2nd Edition (Zaritsky and Aucutt) Tax Planning for Family Wealth Transfers At Death: Analysis With Forms (Zaritsky) Tax Planning for Family Wealth Transfers During Life: Analysis With Forms, 5th Edition (Zaritsky) Tax Planning for Highly Compensated Individuals, 4th Edition (Madden) Tax Planning With Life Insurance: Analysis With Forms, 2nd Edition (Zaritsky and Leimberg) U.S. International Estate Planning (Michaels)
10 ACADEMIC ADVANTAGE PROGRAM U.S. International Trade Compliance Library Product Code: CTATCQ Price: $875 (IP Authenticated Access) The world of international trade continues to grow and transform at an accelerated rate. This comprehensive online solution will help students learn how to do import/export research, classification, valuation, planning and compliance. The Boskage products that are part of Checkpoint have been developed specifically for international trade professionals and are updated regularly by leading experts in the industry. Prepare your students for the future by allowing them to learn how to do accounting, audit and tax work using Thomson Reuters Checkpoint. Student editions / textbooks For information, pricing inquiries or to request a free desk copy, call 800.950.1216, option 1 and ask to speak with an Educational Specialist. WG&L Estate Planning and Wealth Preservation: Strategies and Solutions (Henkel) Text, Instructor s Manual and Study Problems WG&L Federal Estate and Gift Taxation (Stephens, Maxfield, Lind, Calfee and Smith) Text, Instructor s Manual and Study Problems WG&L Federal Income Taxation of Corporations and Shareholders (Bittker and Eustice) Text, Instructor s Manual and Study Problems WG&L Federal Income Taxation of Individuals (Bittker and McMahon) Text, Instructor s Manual and Study Problems WG&L Federal Tax Accounting (Gertzman) Text Only WG&L Federal Taxation of Partnerships and Partners (McKee, Nelson and Whitmire) Text, Instructor s Manual and Study Problems WG&L Fundamentals of International Taxation (Bittker and Lokken) Text, Instructor s Manual and Study Problems WG&L IRS Practice and Procedures (Saltzman and Book) Text, Instructor s Manual and Study Problems WG&L Partnership Taxation (Willis and Postlewaite) Text and Instructor s Manual (No Study Problems) WG&L State Taxation (Hellerstein and Hellerstein) Professional Edition (2 Volumes) RIA Complete Internal Revenue Code Professional Edition (1 Volume) RIA Federal Tax Regulations Professional Edition (8 Volumes) RIA Federal Tax Handbook Professional Edition (1 Volume) California Tax Handbook Professional Edition (1 Volume) RIA Guide to Sales and Use Taxes Professional Edition (1 Volume) Also Available: WG&L Treatises (Over 100 Individual Titles) PPC Deskbooks and Individual Titles Pension, Benefits, Health Care Reform and Payroll
ACADEMIC ADVANTAGE PROGRAM 11 Checkpoint Learning Tax Research Certificate Program for Students Product Code: 77TRCW Price: $250 per student (must be purchased and administered by the school) Help your students build a solid foundation by becoming a certified tax researcher! You know it s vital that your students are competent in tax research. But it s no secret that federal and state tax research can be quite challenging. We designed the Checkpoint Learning Tax Research Certificate Program to enhance foundational tax research knowledge and improve research accuracy while displaying competence to prospective employers. This valuable resource can be added on to students existing coursework and sets them up to impress prospective employers and clients with the speed and quality of their work. Powered by our Checkpoint Learning platform, the Tax Research Certificate Program consists of three live webinars, three online self-study courses and a final assignment case study. The total length of the program is approximately 34 hours. Participants will earn a total of 16 credits toward fulfilling CPE requirements. Students who successfully complete the program will receive a frameable Tax Research Competency Certificate and will have their names added to a list of certified professionals on our Checkpoint Learning website. For those in the job market, having this certification gives them an instant advantage over the competition. Equip your students for future success with the Tax Research Certificate Program. To enroll your school or learn more, call Susan Assadi at 734.249.2813. You can also fill out an information request form by going to. This comprehensive learning solution develops and ensures students tax research competency.
Thomson Reuters Thomson Reuters is the world s leading source of news and information for professional markets. Our customers rely on us to deliver the intelligence, technology and expertise they need to find trusted answers. The business has operated in more than 100 countries for more than 100 years. Thomson Reuters shares are listed on the Toronto and New York Stock Exchanges (symbol: TRI). For more information, visit tax.tr.com. Thomson Reuters Checkpoint Thomson Reuters Checkpoint tackles market disruption through integrated research, editorial insight, productivity tools, online learning and news updates along with intelligent links to related content and software. It is relied on by hundreds of thousands of tax and accounting professionals and counts among its customers 97 of the Top 100 U.S. law firms, 99 of the Fortune 100 companies and all of the top 100 U.S. CPA firms. For more information, visit tax.tr.com. For more information, call 800.950.1216 Visit T-600683_08/17_cm