ACADEMIC ADVANTAGE PROGRAM

Academic Advantage Program
Industry Leading Tax, Audit, Accounting and Finance Tools for Students
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 Choice Audit and Accounting Library
PPC’s Core Accounting and Financial
Statement Library
Product code: CWAAFQ and CWAP5Q
Price: $999 (up to 200 users)
(Can order just Core or Core + Choice)
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
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)
tax.tr.com/checkpoint-tools
(Pick five titles)
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ACADEMIC ADVANTAGE PROGRAM
PPC’s Essential Audit and Accounting Library
Product 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.
tax.tr.com/academic
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ACADEMIC ADVANTAGE PROGRAM
Add-On Products
Available 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 Library
Designed 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
tax.tr.com/academic
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:
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Handbook of SEC Accounting and Disclosure
SEC Accounting and Reporting Update
SEC Expert: Domestic Filers
SEC Reference Library
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ACADEMIC ADVANTAGE PROGRAM
Taxation
Academic Advantage: Core Tax Library
Designed 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 Primary Sources
■ 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
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State and Local Tax
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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
tax.tr.com/academic
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)
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Journal of Taxation
Practical Tax Strategies
Journal of Corporate Taxation
Journal of Multistate Taxation and Incentive
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ACADEMIC ADVANTAGE PROGRAM
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)
Designed Specifically for the Web
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
tax.tr.com/academic
This 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 Implications
State 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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ACADEMIC ADVANTAGE PROGRAM
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.
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.
For more information, visit checkpointcatalyst.com.
tax.tr.com/academic
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ACADEMIC ADVANTAGE PROGRAM
Additional Offerings Popular With Schools
Business Entity Treatise Library
International Tax Library Plus Transfer Pricing
Product code: WTRE
Pricing available upon request
Product Code: WITP
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.
The International Tax Library plus Transfer Pricing is a complete
international tax solution that consists of the following titles:
■ 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
tax.tr.com/academic
■ 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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ACADEMIC ADVANTAGE PROGRAM
Checkpoint IRS Response Library
Estate Planning Library with WG&L Treatises
Product Code: IRLQ
Pricing available upon request
Product Code: WESPC
Pricing 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.
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.
Checkpoint IRS Response Library covers over 17 major areas:
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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
tax.tr.com/academic
■ 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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ACADEMIC ADVANTAGE PROGRAM
U.S. International Trade Compliance
Student Editions / Textbooks
Product Code: CTATCQ
Pricing available upon request
For information, pricing inquiries or to request a free desk
copy, call 800.950.1216, option 1 and ask to speak with an
Educational Specialist.
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.
■ 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)
Prepare your students for the future by allowing
them to learn how to do accounting, audit and
tax work using Thomson Reuters Checkpoint.
Also Available:
■ WG&L Treatises (Over 100 Individual Titles)
■ PPC Deskbooks and Individual Titles
■ Pension, Benefits and Healthcare Reform
tax.tr.com/academic
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ACADEMIC ADVANTAGE PROGRAM
Coming January 2017
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.
A comprehensive learning solution that
develops and ensures students’ tax research
competency.
tax.tr.com/academic
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.
CONTACT US...
For more information, visit tax.tr.com or call 800.950.1216.
About Thomson Reuters®
About Thomson Reuters Checkpoint®
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.
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.
For more information, visit tax.tr.com.
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.
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