Tax Planning Strategies in Intelliconnect?

[David]

We used to have a tax planning strategies section in our Kleinrock research that gave us ideas to help client with tax planning. I can't find anything like that in Intelliconnect.

Does anyone know if there is a tax planning strategies section in Intelliconnect and how to find it?

Thanks.

[Lion EA]

Oh, gee, seems like something like that would be in there. Just have no idea what to look under. Explanations section, maybe?. I don't have the upper end version that includes Client Relate -- and that might be where it is. Letters to send for year-end planning, that kind of thing is in Client Relate. Let me know what you find.