Industry Leading Tax, Audit, Accounting and Finance Tools for Students

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.

Audit and Accounting

These PPC academic packages were designed for schools that provide courses in audit and accounting.

PPC’s Core Accounting and Financial Statement Library (Can order just Core or Core + Choice)

Product Code: CWAAFQ Price: $599 (up to 200 users)

Includes the following seven titles:■ PPC’s Guide to Accounting and Reporting for Estates and Trusts■ PPC’s Guide to Accounting for Income Taxes■ PPC’s Guide to Cash, Tax and Other Bases of Accounting■ PPC’s Guide to GAAP■ PPC’s Guide to Preparing Financial Statements■ PPC’s Guide to Real Estate■ PPC’s Guide to Related Parties (including VIEs)

PPC’s Choice Audit and Accounting Library (Pick five titles)

Product code: CWAAFQ and CWAP5Q Price: $999 (up to 200 users)

Includes PPC’s Core Accounting and Financial Statement Library and your choice of five titles from the following list:■ PPC’s Guide to Audit Risk Assessment■ PPC’s Guide to Auditor’s Reports■ PPC’s Guide to Audits of Nonprofit Organizations■ PPC’s Guide to Audits of Nonpublic Companies■ PPC’s Guide to Business Valuations■ PPC’s Guide to Compilation and Review■ PPC’s Guide to the Clarified Auditing Standards■ PPC’s Guide to the Financial Reporting Framework

for Small- and Medium-Sized Entities■ PPC’s Guide to Forecasts and Projections■ PPC’s Guide to Fraud Risk Assessment■ PPC’s Guide to GAAS■ PPC’s Guide to Internal Control and Fraud Prevention■ PPC’s Guide to Internal Control Communications■ PPC’s Nonprofit Financial and Accounting Manual■ PPC’s Guide to Nonprofit GAAP■ PPC’s Guide to Nontraditional Engagements■ PPC’s Guide to PCAOB Audits■ PPC’s Guide to Preparing Nonprofit Financial Statements

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PPC’s Essential Audit and Accounting LibraryProduct code: WAEAQ Price: $1,399 (up to 200 users)

Includes the following 26 titles:■ PPC’s Guide to Accounting and Reporting for Estates and Trusts■ PPC’s Guide to Accounting for Income Taxes■ PPC’s Guide to Audit Risk Assessment■ PPC’s Guide to Auditor’s Reports■ PPC’s Guide to Audits of Nonprofit Organizations■ PPC’s Guide to Audits of Nonpublic Companies■ PPC’s Guide to Business Valuations■ PPC’s Guide to Cash, Tax and Other Bases of Accounting■ PPC’s Guide to Compilation and Review■ PPC’s Guide to the Clarified Auditing Standards■ PPC’s Guide to the Financial Reporting Framework for Small

and Medium-Sized Entities■ PPC’s Guide to Forecasts and Projections■ PPC’s Guide to Fraud Risk Assessment■ PPC’s Guide to GAAP■ PPC’s Guide to GAAS■ PPC’s Guide to Internal Control and Fraud Prevention■ PPC’s Guide to Internal Control Communications■ PPC’s Nonprofit Financial and Accounting Manual■ PPC’s Guide to Nonprofit GAAP■ PPC’s Guide to Nontraditional Engagements■ PPC’s Guide to PCAOB Audits■ PPC’s Guide to Preparing Financial Statements■ PPC’s Guide to Preparing Nonprofit Financial Statements■ PPC’s Guide to Real Estate■ PPC’s Guide to Related Parties (including VIEs)■ PPC’s 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.

Add-On ProductsAvailable add-on packages to the Academic Advantage Program include:■ AICPA Professional Library (WTAIC)*■ FASB Accounting Standards Codification (FASAQ)*■ GASB Reference Materials (GSBAQ)*■ GAAP Reporter (GAREPQ)*■ COSO Internal Control Framework (COSIFQ)*■ International Accounting Standards (WTIAS)*■ IFRS for Small and Medium-Sized Entities (ISMAQ)*■ IFAC Professional Standards (WTIFAQ)*■ WG&L International Accounting Academic Advantage

Bundle (IABAQ)* *Campus-wide access for faculty and students only.

Corporate Finance

Academic Advantage: Electronic Accounting, Reporting and Disclosure LibraryDesigned for schools that offer courses in accounting, auditing, financial reporting and management.

Product Code: WTFRM Price: $2,550 (up to 200 users)

Accounting and Financial Statements (U.S. GAAP)Provides concise analysis and useful examples for GAAP accounting. Coverage includes: ■ Accounting and Auditing Disclosure Manual ■ GAAP Practice 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

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Taxation

Academic Advantage: Core Tax LibraryDesigned for colleges and universities that offer courses in federal and state taxation.

Product Code: WAAPM Price: $3,060 (up to 200 users)

Federal Tax■ Federal Tax Coordinator (47 Volumes) ■ U.S. Tax Reporter Income/Estate and Gift/Excise (35 Volumes) ■ Citator 2nd ■ Federal Tax Handbook ■ 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■ Annotated Digests of State Cases/Rulings■ State Statutes■ State Legislation■ State Regulations■ State Employment Regulations■ Federal Court Cases on State Issues■ Miscellaneous Multistate Materials■ StateNet Legislative Service■ Complete Topical Indexes for All States■ 45+ Tax Planning and Practice Guides ■ Tables, Rates and Checklists

Federal Primary Sources ■ 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 Incentive

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Thomson Reuters Checkpoint Catalyst is the perfect resource to help students learn how to do complex transacitons from start to finish.

For more information, visit checkpointcatalyst.com.

“ “Checkpoint Catalyst™

Checkpoint Catalyst Product code: WCATEDQ Price: $1,450 (up to 200 users)

Checkpoint Catalyst provides the clarity, color and context your students need to quickly see the whole picture. It connects 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. It includes diagrams, tools, document assembly, decision trees and what-if scenarios embedded directly within the content, making it ideal for learning.

“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 WebThis comprehensive online system takes full advantage of the flexibility of the web with lightning-fast navigation that enables you to open and close sections as you need them, which reduces clutter and keeps the most critical information in focus.

Highlights State, Federal and U.S. International Tax ImplicationsState tax items are easily overlooked, but with state-specific details available in context, Checkpoint Catalyst has you covered. State, federal and U.S. international tax implications are included as part of the main topic discussion, reducing the risk that something important could be missed and saving valuable time by eliminating the need to do supplemental research in separate databases.Checkpoint Catalyst covers the most important, frequently encountered topics for practitioners with business-income related tax issues. We will be continuing to develop content in the following subject areas, including in topics such as 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)

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Checkpoint Catalyst: U.S. GAAP Product code: CCGCIEDQ Price: $395 (up to 200 users)

Checkpoint Catalyst: U.S. GAAP gives practical insight and expertise on accounting topics that are complex, undergoing changes or challenging to apply. It currently focuses on three categories (Consolidation Revenue Recognition and Financial Instruments — Classification and Measurement). Additional topics including Leases, Impairment of Financial Instruments and Business Combinations will be added in 2016 – 2017.

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. Users also have access to extensive diagrams, illustrations, calculations, sample journal entries and examples all designed to help them go beyond the standards to gain an understanding of the context and concepts surrounding a specific situation or set of facts.

For more information, visit checkpointcatalyst.com.

The Sales and Use Tax Treatment of Section 351 Exchanges is an example of an inline tool that will expand directly within the Checkpoint Catalyst library.

Additional Offerings Popular With Schools

Business Entity Treatise LibraryProduct code: WTRE Pricing available upon request

The Business Entity Treatise Library is a premium complete tax analysis library offering expert guidance and strategies for federal income tax planning. 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 by Boris I. Bittker and James S. Eustice

■ Federal Taxation of Income, Estates and Gifts, 2nd/3rd Edition by Boris I. Bittker and Lawrence Lokken

■ Federal Income Taxation of S Corporations, 4th Edition by James S. Eustice and Joel D. Kuntz

■ Federal Taxation of Partnerships and Partners, 4th Edition by William S. McKee, William F. Nelson and Robert L. Whitmire

■ IRS Practice and Procedure, Revised 2nd Edition by Michael I. Saltzman and Leslie Book

■ Limited Liability Companies: Tax and Business Law by Carter G. Bishop and Daniel S. Kleinberger

International Tax Library Plus Transfer PricingProduct Code: WITPPricing 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■ U.S. International Tax Forms Manual: Compliance

and Reporting■ U.S. International Taxation■ U.S. International Taxation: Agreements, Checklists

and Commentary■ U.S. Taxation of Foreign-Controlled Businesses■ U.S. Taxation of International Mergers, Acquisitions

and Joint Ventures■ Analysis of United States Income Tax Treaties■ International Taxation: Withholding■ International Transfer Pricing: OECD Guidelines■ U.S. International Taxation: Practice and Procedure■ U.S. International Transfer Pricing

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Checkpoint IRS Response LibraryProduct Code: IRLQPricing available upon request

The Checkpoint IRS Response Library is a great resource for schools that have low-income tax payer clinics and provides users with the comfort and confidence to efficiently and effectively respond to IRS taxpayer notices. Users can quickly search by notice number and respond to the IRS and clients 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 TreatisesProduct Code: WESPCPricing 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 & 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 & Mair)■ Federal Estate and Gift Taxation, 9th Edition (Stephens,

Maxfield, Lind, & Calfee)■ Federal Income Taxation of Estates and Trusts, 3rd Edition

(Zaritsky, Lane & Danforth)■ Federal Tax Valuation (Bogdanski)■ Federal Taxation of Trusts, Grantors and Beneficiaries,

3rd Edition (Peschel & Spurgeon)■ Generation-Skipping Transfer Tax, 2nd Edition (Harrington,

Kwon, Plaine & Zaritsky)■ Irrevocable Trusts: Analysis With Forms (Esperti, Peterson

& Keebler)■ Personal Financial Planning Handbook: With Forms

and Checklists, 2nd Edition (Pond)■ Post Mortem Tax Planning, 3rd Edition (Kasner, Strauss

& Strauss)■ Representing the Elderly or Disabled Client: Forms and

Checklists with Commentary (Begley, Jr. & Hook)■ Retirement Planning: Tax and Financial Strategies, 2nd Edition

(Streng & Davis)■ Structuring Buy-Sell Agreements: Analysis With Forms,

2nd Edition (Zaritsky, Aghdami & Mancini)■ Structuring Estate Freezes: Analysis With Forms, 2nd Edition

(Zaritsky & 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 & Leimberg)■ U.S. International Estate Planning (Michaels)

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U.S. International Trade Compliance Product Code: CTATCQPricing available upon request

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 / TextbooksFor 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, Instructors Manual and Study Problems

■ WG&L Federal Estate and Gift Taxation (Stephens, Maxfield, Lind, Calfee and Smith) — Text, Instructors Manual and Study Problems

■ WG&L Federal Income Taxation of Corporations and Shareholders (Bittker and Eustice) — Text, Instructors Manual and Study Problems

■ WG&L Federal Income Taxation of Individuals (Bittker and McMahon) — Text, Instructors 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, Instructors Manual and Study Problems

■ WG&L Fundamentals of International Taxation (Bittker and Lokken) — Text, Instructors Manual and Study Problems

■ WG&L IRS Practice and Procedures (Saltzman and Book) — Text, Instructors Manual and Study Problems

■ WG&L Partnership Taxation (Willis and Postlewaite) — Text and Instructors 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 and Healthcare Reform

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Checkpoint Learning Tax Research Certificate Program™ for Students

Price: $250 per student

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 program includes three online courses and three recorded webinars to be completed at the student’s convenience, plus a choice of two tailored case studies for the professor to choose from to complete the class. The program includes 16 hours that count 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 tax.tr.com/academic.

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Coming January 2017

A comprehensive learning solution that develops and ensures students’ tax research competency.

T-600683_August_1_abl

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CONTACT US...For more information, visit tax.tr.com or call 800.950.1216.

About 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.

For more information, visit tax.tr.com.

About Thomson Reuters Checkpoint®

Thomson Reuters Checkpoint® is the industry leader in providing trusted answers to tax and accounting professionals — including expert research, guidance, cutting-edge technology and tools, learning and news in a variety of formats. With our respected content including PPC, RIA, WG&L, EBIA and Quickfinder, Checkpoint is relied on by thousands of professionals around the world to understand complex information, make informed decisions and use knowledge more efficiently.

97 of the Top 100 U.S. Law Firms, 99 of the Fortune 100 and all of the Top 100 U.S. CPA Firms trust Thomson Reuters Checkpoint to help them make the right decisions for their business.