Trust and Estate Planning
Manage meaningful client trusts from start to finish with ONESOURCE Trust & Estate Administration
Trust and Estate Planning Products:
Thomson Reuters ONESOURCE
ONESOURCE helps you address the complexities of tax and compliance on every level. Across 180 countries, our tax software programs and services help you stay in compliance, avoid penalties and audits, increase efficiency and save vast amounts of time.
Thomson Reuters Checkpoint
Blends cutting-edge technology, editorial insight, time-saving productivity tools, online learning & news updates with intelligent linking to related content and software. Thousands of tax and accounting professionals rely on it every day.
ONESOURCE Trust Tax
Provides wealth managers with an integrated compliance solution that automates the fiduciary tax process from data management to 1099 and 1042-S reporting.
Checkpoint Learning Webinars
Experts in their fields present the latest developments in tax, accounting, auditing, risk assessment, Yellow Book, and more, right to your desk -- all you need is a high-speed internet connection.
Checkpoint Learning Premier CPE Package
An easy-to-use, affordable solution that lets field practitioners conduct a rapid inventory of de-facto land rights and issue documentary evidence attesting to those rights. Offers robust document storage & includes version control.
Checkpoint Learning Courses
MicroMash and PASS Online comprise a library of more than 300 interactive online courses available exclusively on the Checkpoint Learning platform. Our curriculum combines the latest in computer technology with advanced coursework.
ONESOURCE Trust & Estate Administration
Our software modules work together as an integrated system or can be used independently as standalone products to meet your individual needs. Our preparation services will simplify & standardize your court accounting and tax preparation.
Provides CPE compliance tracking, learning management, curriculum development and much more. You can purchase and complete courses directly from Checkpoint Learning, either individually or as part of a subscription package.