Product Training Tips
Question #1: How do I find RIA's Complete Analysis of the new Tax Extenders legislation?
Answer: You can quickly access the Complete Analysis from the Home or Table of Contents screens.
From the Home Screen
Click on the link to RIA’s Complete Analysis from the yellow alert message at the top of the screen. Or click on Tax Legislation from within the Legislation pane for a list of RIA’s Complete Analysis titles in the Table of Contents.
From the Table of Contents Screen
Click on Federal Library, Tax Legislation, then Complete Analysis of the Protecting Americans From Tax Hikes Act of 2015,Other Tax Provisions of the Consolidated Appropriations Act, 2016, and Earlier 2015 Tax and Pension Acts.
Question #2: Where can I find an at-a-glance snapshot of every provision in the Complete Analysis?
Answer: Click on Tables. Then click on ¶6001 Code Section Cross Reference Table to get an at-a-glance snapshot of every provision covered in the Complete Analysis, including effective dates and links to related analysis and official committee reports.
Question #3: Where can I find sample Client Letters that will help me better understand and explain the tax law changes to clients?
Answer: Click on Analysis. Then click on Chapter 1800 Client Letters.
BONUS TIPS!
- If your Checkpoint subscription also includes the Federal Taxes Weekly Alert newsletter, you can access highlights of the new law in the form of Special Studies! Click the Checkpoint News tab and select RIA Daily Updates and 12/28/2015 from the drop-downs in the left pane. Watch this short YouTube Video
to learn how to receive your daily news updates or newsletters automatically via email.
- To register for an upcoming professional Checkpoint Learning course on the new Tax Extenders legislation click here: Protecting Americans from Tax Hikes (PATH) - Information that your clients need now
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