Strategy in Action: Smart Information Tools Strategy in Action: Smart Information Tools

Legal, Tax and Business, North AmericaLegal, Tax and Business, North America

Lehman Brothers European Media Conference

May, 2002

Nancy McKinstry, CEO, LTB-NA and Executive Board Member

Kevin Robert, CEO CCH Tax Compliance

2

Table of ContentsTable of Contents

• Overview Legal, Tax & Business North America (LTB-NA)

• Strategy and Opportunities

• Strategy in Action

– Investments in Smart Tools and Integrated Solutions

– Tax and Accounting Destination Site

– Product Demonstration: Client Relate

– Legal Services Destination Site

• Conclusions

Overview of Legal, Tax and Business North Overview of Legal, Tax and Business North AmericaAmerica

4

LTB-NA Represents 32% of Sales and 41% of LTB-NA Represents 32% of Sales and 41% of Operating Income for Wolters KluwerOperating Income for Wolters Kluwer

2001 Sales 2001 EBITA

5

LTB-NA 2001 Revenue

LTB-NA Sales by Customer Type

All Six Operating Companies Serve a Variety All Six Operating Companies Serve a Variety of Professional Marketsof Professional Markets

6

LTB-NA Offers a Broad Set of Product Suites LTB-NA Offers a Broad Set of Product Suites to Meet Customer Needsto Meet Customer Needs

• Leading provider of software tools for tax and accounting practices targeted at medium to large size firms.

• Key Products: Tax preparation software, audit and practice management software.

• Number of products: 310

• Premier provider of corporate and UCC software and services.

• Key Products: Registered agent services, corporate entity and UCC filings, document retrieval and due diligence services.

• Number of Products/Services: 35• Leading provider of expert-authored secondary source

material in a wide variety of legal and business specialties and of primary legal research material over the internet through Loislaw, an online database of more than 11 million legal documents.

• Products: Treatises and periodicals for legal practitioners and professionals and educational materials for law students.

• Number of Products: 1,500

CCH CCH Tax ComplianceTax Compliance

Aspen PublishersAspen Publishers

CCH Legal CCH Legal Information ServicesInformation Services

Lines of BusinessLines of Business

7

• Leading provider of information and productivity tools to tax, legal, and regulatory markets.

• Key Products: Tax, securities, human resources, financial information, healthcare, insurance and compliance software tools.

• Products delivered in print, CD-ROM, and online (Internet).

• Number of products: 1,500

CCH Inc. CCH Inc. & CCH Canadian & CCH Canadian

Lines of BusinessLines of Business

LTB-NA Offers a Broad Set of Product Suites LTB-NA Offers a Broad Set of Product Suites to Meet Customer Needsto Meet Customer Needs

• Leading provider of transactional (e.g., lending, deposit transaction) compliance solutions to financial institutions.

• Key Products: Loan documentation software, deposit transaction software, compliance resources and support, and privacy and other regulatory disclosures.

• Number of products: 6,000

BSI Inc.BSI Inc.

8

LTB-NA Holds Leading Positions in Both LTB-NA Holds Leading Positions in Both Research and Compliance AreasResearch and Compliance Areas

Market Market PositionPosition

#1#1 #2#2 #3#3

Tax ResearchTax ResearchCCH US

PublishingRIA (Thomson)

BNA

Tax Tax ComplianceCompliance

CCH Tax Compliance

Lacerte CSI (Thomson)

Securities Securities LawLaw

CCH US

Publishing

Aspen

PublishersWest

Corporate Corporate and Legal and Legal

ComplianceCompliance

CCH Legal Information

ServicesCSC

Lexis Document Services

Banking Banking ComplianceCompliance

CCH (BSI)Harland Financial Solutions

Fragmented among local

law firms

Human Human ResourcesResources

BNACCH US

Publishing

Aspen

Publishers

Strategy and Growth OpportunitiesStrategy and Growth Opportunities

10

Tax Software(e.g. CCH ProSystem fx DPC Sales & Use

Tax Products )

Transaction Software and Service(e.g. CT iLien Online)

Online Training(e.g. Shared Learning)

Software Tools & Compliance Services(e.g. CTAdvantage.com, Tax Notebook, Client Relate, ePace!)

ServicesServicesSoftware

ToolsSoftware

Tools

ContentContent

Extend Our Leadership in Content to Software Extend Our Leadership in Content to Software and Services to Provide Smart Tools and and Services to Provide Smart Tools and Integrated SolutionsIntegrated Solutions

11

Providing Smart Tools and Integrated Providing Smart Tools and Integrated Solutions offers Higher Retention and Margin Solutions offers Higher Retention and Margin PotentialPotential

StaticContent

StaticContent

Dynamic ContentDynamic Content

Rete

nti

on

Rate

SmartToolsSmartTools

Integrated Solutions

Integrated Solutions

Margin OpportunitiesMargin Opportunities

• Books• Reference

Guides• Primary Source

Material

• Integrated Software

• End to end workflow system

• Online• CD-ROM• Hyperlinked

Content• Content that

requires updating

• Compliance • Worklfow Tools• Integrated

Libraries (e.g. content, forms and practice systems)

00

90

80

70

20 4030 50+

12

Integrated Products Work Together to Integrated Products Work Together to Provide an Overall Solution to a TaskProvide an Overall Solution to a Task

• Product offerings must meet the needs and work habits of specific customer segments (e.g. tax accountants)

• Providing these tools and solutions requires:

Both content and subject matter expertise

Deep understanding of customer workflows

Expertise in integrating content, forms and software applications to build integrated solutions

• Customers reap significant benefits from an integrated suite:

Improved productivity and turnaround time

Cost savings from automating workflows

Better compliance and increased overall accuracy

13

How Does Our Strategy Differ from How Does Our Strategy Differ from Competitors?Competitors?

• Large media companies such as Thomson and Reed Elsevier focus primarily on aggregation of content:– Aggregation is the compiling of owned and third party

information, often delivered through a common platform.

– Products and functionality offered through delivery platforms such as Westlaw and Lexis-Nexis are designed to serve research needs across broad range of customers.

– Functionality does not lend itself to the specific workflows or needs of specific customer segments.

• Small, niche players provide single or “one off” solutions:– Lack full product suite for satisfying customer needs.

– Integration between products is limited.

LTB-NA is Focused on Leveraging Integration of its LTB-NA is Focused on Leveraging Integration of its Products and Content to Provide SolutionsProducts and Content to Provide Solutions

14

Providing Integrated Compliance Solutions to Providing Integrated Compliance Solutions to Professional Markets Cornerstone of StrategyProfessional Markets Cornerstone of Strategy

• Extend leading positions in proprietary content to software productivity tools and services within existing market segments (e.g. Tax and Accounting Destination Site)

• Leverage current positions in growing markets to expand product line and market share (e.g. legal services, banking, securities)

• Enter new markets that fit strategic requirements (e.g. "must have” information and software)

• Pursue strategic acquisitions that support growth

15

Significant Progress Made in 2001Significant Progress Made in 2001

• Internet revenues grew 74% from 2000 to 2001

• Launched Key Destination sites including:

– Tax and Accounting

– Legal Compliance Service

– Lender Due Diligence (iLien)

• Extend into Tools within Existing Markets

RESULTS KEY ACTIONS STRATEGIC ELEMENT

• Expanded software tool product suite in key growth markets. Today, LTB-NA has over $200 Million in sales to these markets.

• Extended product suite in mortgage and small business lending.

• Extended insurance product suite into forms and compliance systems.

• Launched key software tools to Banking, Securities and Insurance markets, including SEC Desktop; Option and Planned Participants Modules, Product Filing Guide for Life and Health and P&C.

• Acquired CBF and TSoft to expand market position in banking and Uniform (01/02) in insurance.

• Leverage Current Positions in Growing Markets

16

Significant Progress Made in 2001Significant Progress Made in 2001

• Grew Loislaw revenues by 35%

• Created beach-head for further expansion in environmental market.

• Expanded Loislaw content and coverage, tools and offerings.

• Acquired content assets in the environmental market.

• Enter New Markets

RESULTS KEY ACTION STRATEGIC ELEMENT

• Expanded product suite, particularly software tools and compliance products.

• Increased revenue base by approximately 7%.

Key Acquisitions in 2001 Include:

• Loislaw

• CBF Systems

• Compliance International

• EPace Software

• Document Technologies

• Capital Commerce Reporter

• Tax byte

• eSalesTax.com

• Strafford Publications

• Execusite

• Cutter Environmental

• BNA Medicare

• Uniform Information Services (01/18/02)

• Pursue Strategic Acquisitions

17

Strategy in ActionStrategy in Action

– Investments in Smart Tools and Solutions

– Tax and Accounting Destination Site

– Product Demonstration: Client Relate

– Legal Service Destination Site

18

Smart Tools Investment Leverages Our Smart Tools Investment Leverages Our Content Strength and Market Position.Content Strength and Market Position.

• In 1997 LTB-NA launched the CCH Tax Research Network, now generating USD 55 million of annual sales.

• Total Internet sales are USD 170 million in 2001. Recently launched Internet products including Tax Notebook, Complete Tax Pro and iLien are starting to contribute to this figure.

• LTB-NA has in 2000 and 2001 spent a total EUR 56 million as part of the EUR 250 million additional Internet program, of which more than 60% on new product development

19

Integrated Tools Provide Significant Cross-Integrated Tools Provide Significant Cross-sell Opportunities: An Examplesell Opportunities: An Example

CCH FAST143K PFX

22K

ASPEN76K

17,800

32404400

10,500

Total Customers*(Subscription +

Book)

CCH FAST48K

PFX22K

ASPEN76K

10,8002700

4400

7100

Subscription Customers*

*Total Unique Subscription Customers = 126,467

**Total Unique Customers = 212,059

20

Our Product Suites Are Delivered Through Our Product Suites Are Delivered Through Customer-Specific Destination SitesCustomer-Specific Destination Sites

• Significant investment in customer specific destination sites has occurred since late 2000.

• Destination sites provide customers with an integrated desktop, including content, tools and services delivered via the Internet.

• Sites are focused on core customer segments, including Tax and Accounting, Legal Compliance Services, Legal Research (LOISLAW), Financial Services, Securities Compliance and HR.

• Offering our product through these sites provide significant benefits:

Increase productivity and accuracy through efficient data reuse

Provide one point of access for customers

Create smart links and tools that mirror the way a professional works.

Enable anywhere/anytime access for customers to operate a significant portion of their practice through the Internet.

Tax and Accounting Destination SiteTax and Accounting Destination Site

22

LTB-NA is the Leading Provider of LTB-NA is the Leading Provider of Information & Productivity Tools to the Tax & Information & Productivity Tools to the Tax & Accounting MarketAccounting Market

ResearchResearch ComplianceCompliance

LTB-NA LTB-NA CompanieCompanie

ss

•CCH US Publishing

•CCH Canadian

•Aspen Publishers

•CCH Tax Compliance

•CCH Canadian

•CCH US Publishing - DPC

Market & Market & ProductsProducts

•Primary, secondary & tertiary materials delivered in all media

•Over 90% penetration in accounting firms

•Internet accounts for over 40% of sales

•Harcourt & Strafford acquisitions bolster accounting content

•Tax prep, audit & practice management software targeting medium & large firms

•Over 60% of top accounting firms use ProSystem fx Tax

•Sales and use tax rates tables and calculation software

CompetitoCompetitorsrs

•Thomson (RIA & PPC)

•BNA

•Tax Analysts

•Thomson (CLR & Creative Solutions)

•Intuit (Lacerte & Turbo Tax Pro)

23

Fragmented industry, despite significant consolidation in recent years

Growth driven by extension into related services, including financial & estate planning, business valuations, and systems consulting

Approximately 52% of new CPA engagements in 2000 came from cross-selling to existing clients

Shortage of qualified professionals; fewer examinees & high staff turnover

Increasing use of technology for tax preparation

Source: Accounting Today, AICPA

* As quoted by former SEC Chairman Arthur Levitt, 9/2000

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

1994 1995 1996 1997 1998 1999

Top 100 Annual Revenue Contribution by Service (1994-1999)

Management Advisory Services Auditing and Accounting Tax

Average Annual Revenue Growth for CPA Service Groups (1993 – 1999)*

MAS A&A Tax Services

26% 9% 13%

Key Industry Trends

Change Since 1994

- 9%

- 17%

+26%

Accounting Market Overview:Accounting Market Overview:Redefinition of the Accounting Firm’s PracticeRedefinition of the Accounting Firm’s Practice

24

Accounting Market OverviewAccounting Market OverviewThese Trends Present Growth Opportunities for LTB-These Trends Present Growth Opportunities for LTB-NANA

• Increasing demand for productivity tools

• Increasing demand for content and software tools in new topical areas e.g. Smart Information Tools

• Opens new market segments that support growth areas for CPA firms

LTB-NA OpportunitiesLTB-NA Opportunities

25

–Audits

–Financial Statements

–General Ledger

• Tax Compliance

–Income Tax

–Sales & Use Tax

• Planning

–Income Tax

–Sales & Use Tax

CCH’s Integrated Product Suite Assists CPAs CCH’s Integrated Product Suite Assists CPAs in Satisfying the Needs of Business Clientsin Satisfying the Needs of Business Clients

• ProSystem fx

• DPC TaxSolver

• CCH Tax Research Network

CCH Integrated Tools

BusinessClients

• ePace! Paperless Engagement

• ProSystem Fixed Assets

• Miller Series including FASB, GASB

• CCH Tax Research Network

CCH Integrated Tools

Integration of

Client Data and Content

=

• CCH Tax Research Network

• CCH Client Relate

• CCH TaxTracker

CCH Integrated Tools

26

• Planning

–Year end Tax Planning

• Information Gathering

–Income Tax

• Planning

–Financial

Planning

–Estate

Planning

And CCH Provides a Broad Range of Products And CCH Provides a Broad Range of Products and Tools to Satisfy the Needs of Individual and Tools to Satisfy the Needs of Individual ClientsClients

IndividualClients

• Compliance

–Income Tax

• CCH Tax Research Network

• CCH ClientRelate

• ProSystem fx

– Prior Year Tax Return

– ProSystem fx Planning

• ProSystem fx

• Tax Notebook

• Complete Tax Pro

• Execusite CWS

• ProSystem fx

• CCH Tax Research Network

• CCH Client Relate

• CCH EnterAct and ViewPlan

• CCH Tax Research Network

• CCH Client Relate

• CCH DataXchange

• CCH Solutions

CCH Integrated Tools

CCH Integrated Tools

CCH Integrated ToolsCCH Integrated

Tools

Integration of Client Data and

Content

=

27

These Products are Delivered Through One These Products are Delivered Through One Comprehensive Internet SiteComprehensive Internet Site

28

CCH Client RelateCCH Client Relate

• Opens the door to higher levels of service

• Provides new revenue streams for the tax professional

• Keeps client tax return database – local and secure

• Leverages the editorial power of CCH and the processing power of CCH’s ProSystem fx Tax Compliance System

CCH Client Relate DemonstrationCCH Client Relate Demonstration

Flash Demo

30

LTB-NA Opportunity: Integration Provides LTB-NA Opportunity: Integration Provides Significant Cross-sell OpportunitiesSignificant Cross-sell Opportunities

CCH FAST143K PFX

22K

ASPEN76K

17,800

32404400

10,500

Total Customers**(Subscription +

Book)

CCH FAST48K

PFX22K

ASPEN76K

10,8002700

4400

7100

Subscription Customers*

*Total Unique Subscription Customers = 126,467

**Total Unique Customers = 212,059

CCH Client Relate has created a potential

cross-sell opportunity of $12M of which the first $2.5M has been realized in 6 months

time.

31

Future Developments: Capabilities to Future Developments: Capabilities to Enhance CPA & Client CommunicationEnhance CPA & Client Communication

• Financial Professional’s Internet Office

– Custom Web Sites (CWS) - ASP-based website solutions for accounting and tax professionals from our Execusite acquisition.

– Private Client Services (PCS) – web-based communication and collaboration tools which allow CPA firms to interact with and provide a set of rich, customized solutions to individual clients.

– Firm Member Services (FMS) – customized firm-wide Intranet that organizes work task components from applications into a high-level integrated view.

32

Firm’s financial planning expert receives a notification through FMS to review the client’s financial plan. She accesses Enteract as well as the CPA’s notes through FMS and completes the plan for the client. Per the client’s instructions, permission to view these documents is granted (using PCS) to the client’s broker and insurance agent, who are given view and modify access.

Working collaboratively with the broker (through PCS), the financial planner modifies the plan. She schedules a meeting through FMS of all firm members working with the client on the site, each of whom receives an electronic notification of the meeting.

Firm members, broker and the client all meet virtually to discuss financial plans, each viewing these documents, through PCS. They are modified collaboratively and then stored in the client’s PCS area along with the tax return and other private documents.

Weeks later, CPA mines his client base using CCH Client Relate to determine who is affected by a recent development He e-mails the client and they agree to meet in the PCS area at a predetermined time. Together, they view the client’s last tax return and financial plan online from the PCS area and discuss the implications.

Future DevelopmentsFuture DevelopmentsWorkflow EnhancementsWorkflow Enhancements

Prospective client visits the CPA firm’s CWS and decides to become a client after reading content on the site discussing implications of a new tax law for her state.

CPA enters FMS, accesses Prosystem fx and completes client’s tax return. Data is then automatically fed into Enteract. The resulting return and initial financial plan are once again placed in the PCS area. His notes on the client are placed in the firm’s FMS document management system.

After their initial meeting, client enters tax information through Tax Notebook built into CWS. Data gets stored in a secure PCS area for online viewing.

Client works with CPA firm to customize their PCS area. This includes the viewing/access to their documents as well as what other third party data (e.g., brokerage statements) will be included.

33

CCH Tax Prosystem Products are used byAmerican Express to

execute their tax strategy!

Some of these Tools are In Use Today!Some of these Tools are In Use Today!

34

Increased switching costs resulting from being embedded in workflow

Increased cross-selling opportunities

Fully integrated products increase productivity and increases available hours to offer additional billable services

LTB-NA Advantages

Revenue stream generated outside of traditional research and compliance budgets

Opportunity to update clients constantly

LTB-NA StrategyLTB-NA StrategyBenefits for Customers & LTB-NABenefits for Customers & LTB-NA

Applications that deliver increased level of proactive customer service

Remote access to applications

Customer Advantages

Legal Services Destination SiteLegal Services Destination Site

36

LTB-NA is the largest provider of compliance LTB-NA is the largest provider of compliance transaction servicestransaction services

Records ManagementRecords ManagementCompliance Compliance TransactionsTransactions

LTB-NA LTB-NA CompanieCompanie

ss

• CT Corporation

• UCC Direct Services

• CT Corporation

• UCC Direct Services

Market & Market & ProductsProducts

• Statutory representation

• Customer base includes over 70% of the Fortune 2000

• UCC Direct provides lien portfolio management for financial institutions

• Filing and searching software, for corporations, law firms and financial institutions (UCC Direct)

• Internet accounts for 30% of sales

• Access to aggregated public information – corporate records, liens to support transactions

• Largest provider of compliance services to the NLJ 250

CompetitoCompetitorsrs

• CSC

• National Registered Agents

• CSC (IncSpot)

• Lexis Document Services

• Diligenz

37

Legal sector continues to grow at a strong rate

However, law firms are under increasing pressure to maintain partner profitability, hence the need for greater productivity

Increasing use of technology to automate routine tasks

High turnover among paralegal staff requiring tools that are easy to use

Emerging trend toward online collaboration between law firms and their corporate law department clientsSource: American Lawyer, July 2001

* The Am Law 100

$15

$20

$25

$30

$35

1996 1997 1998 1999 2000

$500

$625

$750

$875

$1,000

Am Law 100 - Total RevenueAm Law 100 - Profit per Partner

Key Industry Trends

The Legal Market Continues to Expand - The Legal Market Continues to Expand - Trends Create Further Opportunities for Trends Create Further Opportunities for LISLIS

Total Revenues in millions of dollars

Profits per partner in thousands of dollars

Revenue growth remains healthy, but profits per partner

are softening

38

LIS Is Well-Placed to Take Advantage of LIS Is Well-Placed to Take Advantage of These TrendsThese Trends

• Accelerated investments have established LIS as the clear industry leader in online compliance workflow tools

• We maintain substantial information about the law firm’s clients to increase efficiency and customer loyalty

• LIS has established the industry’s largest customer service network ensuring comprehensive nationwide coverage

• Dedicated LIS systems and service personnel compensate for loss of knowledge resulting from paralegal turnover in law firms and corporations

• Current product development efforts will enhance the collaboration between law firms and their corporate customers ensuring an increasing role for LIS

39

LIS Integrates Three Related WorkflowsLIS Integrates Three Related Workflows

Records Management/

Corporate Compliance

e.g. law department reorganized

Transactionale.g. new business

unit formed

ABC Company

Information

Service of Process

e.g. lawsuit received

40

LIS Has Built a Legal Services Destination LIS Has Built a Legal Services Destination Site to Create Efficiencies for Our Site to Create Efficiencies for Our CustomersCustomers• CTAdvantage.com integrates three related workflow

components

• Previously separate software products have now been delivered as an integrated suite on a State of the Art Internet platform offering:

– Statutory representation to ensure accurate delivery of lawsuits and serve as a basis for maintaining compliance in each state where the company does business

– Intelligent tools to enable compliance transactions to form, amend and dissolve business entities

– Corporate entity record management for tracking and reporting changes to the company’s structure and management

41

LIS adds value by assisting in all phases of LIS adds value by assisting in all phases of the Life Cycle of a Business Entitythe Life Cycle of a Business Entity

Maintain

Merge

Withdraw

Create

Research

Amend

42

• Significant productivity improvementsSignificant productivity improvements• Deep jurisdictional knowledgeDeep jurisdictional knowledge• AccuracyAccuracy• End to end solution improves turnaround time for End to end solution improves turnaround time for

gaining state approval.gaining state approval.

• Significant productivity improvementsSignificant productivity improvements• Deep jurisdictional knowledgeDeep jurisdictional knowledge• AccuracyAccuracy• End to end solution improves turnaround time for End to end solution improves turnaround time for

gaining state approval.gaining state approval.

Value AddedValue Added

CTAdvantage.com’s intelligent filing tool minimizes repetitive effort

•The customer responds to single set of questions and the The customer responds to single set of questions and the website fills out all the appropriate formswebsite fills out all the appropriate forms

•The information is stored and one can resume completion The information is stored and one can resume completion without having to redo previous efforts. Stored data can be without having to redo previous efforts. Stored data can be reused for future transactionsreused for future transactions

• New data may populate corporate records management New data may populate corporate records management systemsystem

CTAdvantage.com’s intelligent filing tool minimizes repetitive effort

•The customer responds to single set of questions and the The customer responds to single set of questions and the website fills out all the appropriate formswebsite fills out all the appropriate forms

•The information is stored and one can resume completion The information is stored and one can resume completion without having to redo previous efforts. Stored data can be without having to redo previous efforts. Stored data can be reused for future transactionsreused for future transactions

• New data may populate corporate records management New data may populate corporate records management systemsystem

Qualifying to do business in multiple jurisdictions

• E.g. ABC Inc. needs to file qualifications forms in 12 E.g. ABC Inc. needs to file qualifications forms in 12 different statesdifferent states

• Despite similar content, each form is unique and Despite similar content, each form is unique and requires customization.requires customization.

Qualifying to do business in multiple jurisdictions

• E.g. ABC Inc. needs to file qualifications forms in 12 E.g. ABC Inc. needs to file qualifications forms in 12 different statesdifferent states

• Despite similar content, each form is unique and Despite similar content, each form is unique and requires customization.requires customization.

Workflow Example: Using ctadvantage.com to Workflow Example: Using ctadvantage.com to Establish a Business Entity and Create an Associated Establish a Business Entity and Create an Associated Corporate RecordCorporate Record

““Form a business” Workflow: Using Form a business” Workflow: Using CTAdvantage.comCTAdvantage.com

TASKTASK

TOOLTOOL

43

• Extensive re-use of accurate dataExtensive re-use of accurate data• Integrated systems feed each other, increasing Integrated systems feed each other, increasing

productivity and providing a pre-formulated productivity and providing a pre-formulated workflowworkflow

• Complete solution from single providerComplete solution from single provider

• Extensive re-use of accurate dataExtensive re-use of accurate data• Integrated systems feed each other, increasing Integrated systems feed each other, increasing

productivity and providing a pre-formulated productivity and providing a pre-formulated workflowworkflow

• Complete solution from single providerComplete solution from single provider

Value AddedValue Added

CTAdvantage.com supplies the research tools and multi-jurisdictional filing tools to change the name

•Comprehensive online search of all 50 states for name Comprehensive online search of all 50 states for name availabilityavailability

•Intelligent filing tool requires answers to a single set of Intelligent filing tool requires answers to a single set of unique questions and completes the hundreds of forms unique questions and completes the hundreds of forms necessary to accomplish the name changenecessary to accomplish the name change

•New data may populate corporate records management New data may populate corporate records management systemsystem

CTAdvantage.com supplies the research tools and multi-jurisdictional filing tools to change the name

•Comprehensive online search of all 50 states for name Comprehensive online search of all 50 states for name availabilityavailability

•Intelligent filing tool requires answers to a single set of Intelligent filing tool requires answers to a single set of unique questions and completes the hundreds of forms unique questions and completes the hundreds of forms necessary to accomplish the name changenecessary to accomplish the name change

•New data may populate corporate records management New data may populate corporate records management systemsystem

Changing the name of a business in multiple states

•The company is doing business in all 50 states, and The company is doing business in all 50 states, and has hundreds of subsidiaries, all effected by the name has hundreds of subsidiaries, all effected by the name changechange

• Name availability must be checked and reserved in Name availability must be checked and reserved in each stateeach state

Changing the name of a business in multiple states

•The company is doing business in all 50 states, and The company is doing business in all 50 states, and has hundreds of subsidiaries, all effected by the name has hundreds of subsidiaries, all effected by the name changechange

• Name availability must be checked and reserved in Name availability must be checked and reserved in each stateeach state

Workflow Example: Using ctadvantage.com to Effect Workflow Example: Using ctadvantage.com to Effect a Change to the Name of an Active Business Entitya Change to the Name of an Active Business Entity

““Amend” Workflow: Using Amend” Workflow: Using CTAdvantage.comCTAdvantage.com

TASKTASK

TOOLTOOL

44

Workflow Example: Using CTAdvantage.com Workflow Example: Using CTAdvantage.com to Maintain Compliance in Delawareto Maintain Compliance in Delaware

File Annual Report On-line

Determine most favorable tax result using e-calculator

45

Legal Services Destination Site Provides a Legal Services Destination Site Provides a Single Source for All Legal Compliance WorkSingle Source for All Legal Compliance Work

Intelligent tools to support

legal transactions

Intelligent tools to support

legal transactions

46

LTB-NA Strategy: Become a Valued Partner LTB-NA Strategy: Become a Valued Partner in the Redefinition of the Firmin the Redefinition of the Firm

• Combine assets of LTB-NA businesses & leverage their strengths.

• Provide one point of access for customer.

• Integrate LTB-NA products & services to support the professional’s workflow.

• Enable firms to operate a significant portion of their practice through the Internet.

47

Appendix MaterialAppendix Material

48

ClientRelate Bulletins are sent via e-mail with direct links to CCH TRN content.

49

Services have a longer “shelf-life” and can be executed directly from CCH Tax Research Network over the internet.

50

Each Service contains a Service Summary, Engagement Planning Tools and a Sample Client Letter.

51

One click on the ClientRelate icon launches the search against the tax professional’s secure tax return database.

52

Search criteria can be modified for CPA to narrow or expand search criteria to better fit their client base

53

Search Criteria and Results List are returned in minutes.

54

Step by step engagement planning tools are included as additional support material