[source: Accounting Today, December 17, 2007]

Category: FINANCIAL PLANNING

VIEWPLAN ADVANCED
CCH, a Wolters Kluwer business

This estate planning software enables practitioners to graphically compare multiple estate planning scenarios with clients.

The presentation tool generates customizable flowcharts, graphs and reports that summarize planning scenarios for presentations. ViewPlan Advanced also calculates and illustrates a wide variety of charitable and intra-family estate-transfer techniques.

Year introduced: 2003.

Current version: 4.7.

Enhancements: Updated Federal and State Law Builders let planners modify federal and state tax rate assumptions.

Pricing: New - starts at $1,759; renewal - starts at $975.

Maint./support: Toll-free tech support included.

Training: On-site, teleconferences and Web conferences.

Contact: (888) CCH-REPS.

Web: http://tax.cchgroup.com/viewplan.