RIA has added several new features, including enhancements to its financial reporting and management content, and expanded search capabilities in Tax Alerts, to the latest edition of its popular Checkpoint product.
RIA Tax Alerts offers two new features. Form/Line Finder provides users direct entry to a paragraph in the Tax Return Guides based on the line of a tax return form. The Search Tax Alerts by an affected client helps users determine the impact of new developments by individual client.
SECPlus on Checkpoint now offers expanded history of Securities and Exchange Commission filings so users can find older filings, such as corporate bylaws, which only need to be filed once. Also included are 11-Ks, and users have the option to restrict the search of SEC filings to a date range.
Primary material from the Committee of Sponsoring Organizations of the Treadway Commission (COSO) has been added to Checkpoint, including material on business ethics, effective controls and corporate governance.
Furthermore, two new tax return guides have been added to the existing Tax Return Guides library. The guides are Form 706 Estate Tax Return Guide for 2004, and Form 709 Gift and Tax Return Guide for 2004.
Checkpoint starts at $1,000.
