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The Personal Tax Planner Guide helps keep new and prospective clients informed of pertinent tax planning strategies for the current tax year.
Prices may change without notice.
Help your current and prospective clients stay informed of pertinent tax planning strategies for the current tax year with The Personal Tax Planner Guide. Cost-effective and easy-to-understand, this handy guide makes it easy for you to connect with clients and provide them with a framework that will help them work with you on the issues that matter.
Personalize the cover of The Personal Tax Planner Guide with your firm’s contact name and/or logo and help clients take notice of the services you provide as a financial advisor throughout the year. Until July 29, 2016, order personalized copies and receive 50% off the regular price of personalization.
Email your sales representative for details or call 1-855-769-0905.
September 18, 2017
Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.
Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.
April 10, 2017
You’re in the eye of the storm amid a swirl of slips, forms and receipts. Chart your way through tax-time turbulence with these updates and resources.