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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 August 15, 2017, order personalized copies and receive 50 per cent off the regular price of personalization.
Email your sales representative for details and to order or call 1-855-769-0905.
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